[image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_01_1120.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 1″ _builder_version=”4.19.2″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”0.7%” pointer_horizontal_position=”17.1%” title=”Attractive Dashboard” desc=”The streamlined, modern dashboard makes navigation for customers, vendors, or employees quick and easy” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.19.2″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”45.7%” pointer_horizontal_position=”47.1%” title=”Various Calls to Action” desc=”Completely customizable for your organization, enable quick calls to action front and center” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”87.4%” pointer_horizontal_position=”83.6%” tooltip_position=”top” tooltip_position_tablet=”tablet-left” tooltip_position_mobile=”mobile-left” title=”Integrated Chat” desc=”Give customers, vendors, or employees the option to initiate a chat for quick support” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”9.6%” pointer_horizontal_position=”95.3%” title=”Edit the Page” desc=”Add document libraries, newsfeeds, PowerBI reports, etc to your page for the ultimate portal experience” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”49.9%” pointer_horizontal_position=”95.8%” title=”Next Up:” desc=” Step 2″ use_circle=”off” _builder_version=”4.16″ link_option_url=”#step2″ global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent]

[image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_01_3600.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 2: A” _builder_version=”4.19.1″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no1a.png” pointer_image_width=”45px” pointer_vertical_position=”30.7%” pointer_horizontal_position=”6.3%” title=”Click: Site Contents” desc=”The app must be added to the site contents for the portal page.” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.19.1″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no2a.png” pointer_image_width=”45px” pointer_vertical_position=”13.8%” pointer_horizontal_position=”17.1%” title=”Click: +New” desc=”Click to add new content” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no3a.png” pointer_image_width=”45px” pointer_vertical_position=”28.8%” pointer_horizontal_position=”14.3%” title=”Select: Add App” desc=” Select to add the app” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”46.6%” pointer_horizontal_position=”95.8%” title=”Continue” desc=” ” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”1px” link_option_url=”#next2b” global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent][image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_01_4318.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 2: B” _builder_version=”3.26.8″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no4a.png” pointer_image_width=”45px” pointer_vertical_position=”23.7%” pointer_horizontal_position=”6.3%” title=”Click: From Your Organization” desc=” We want to add the app from your organization” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no5a.png” pointer_image_width=”45px” pointer_vertical_position=”51.3%” pointer_horizontal_position=”47.5%” title=”Click: DynamicPoint Portal” desc=” Select the DynamicPoint Portal app” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”44.3%” pointer_horizontal_position=”95.3%” title=”Continue” desc=” ” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”1px” link_option_url=”#next2c” global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent][image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_01_5208.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 2: C” _builder_version=”3.26.8″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no6a.png” pointer_image_width=”45px” pointer_vertical_position=”53.6%” pointer_horizontal_position=”56%” title=”Click: Trust” desc=” Select to trust the app” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” link_option_url=”#” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”40.5%” pointer_horizontal_position=”95.3%” title=”Continue” desc=”Move on to Step 3.” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” link_option_url=”#step3″ global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent]

[image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_02_0313.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 3: A” _builder_version=”4.19.2″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no1a.png” pointer_image_width=”45px” pointer_horizontal_position=”14.8%” title=”ERP Integration Objects” desc=”Today we are using Dynamics 365 to demonstrate, but we integrate with almost all ERP/CRM applications” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.19.2″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no2a.png” pointer_image_width=”45px” pointer_vertical_position=”14.3%” pointer_horizontal_position=”38.6%” title=”Click: Web Services” desc=” Goto the web service admin section of the ERP” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”46.6%” pointer_horizontal_position=”95.8%” title=”Continue” desc=” ” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”1px” link_option_url=”#next3b” global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent][image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_02_2923.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 3: B” _builder_version=”3.26.8″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no3a.png” pointer_image_width=”45px” pointer_vertical_position=”54.1%” pointer_horizontal_position=”57.4%” title=”Select and Copy Page URL” desc=”Copy the ODATA URL you want to expose in the portal ” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”44.3%” pointer_horizontal_position=”95.3%” title=”Continue” desc=”Move onto Step 4.” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” link_option_url=”#step4″ global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent]

[image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_02_4008.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 4: A” _builder_version=”3.27.4″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no1a.png” pointer_image_width=”45px” pointer_vertical_position=”2.6%” pointer_horizontal_position=”18%” title=”SharePoint” desc=”Navigate back to the SharePoint app page” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no2a.png” pointer_image_width=”45px” pointer_vertical_position=”11.5%” pointer_horizontal_position=”88.1%” tooltip_position=”left” tooltip_position_tablet=”tablet-left” tooltip_position_mobile=”mobile-left” title=”Click %22Admin%22 then %22Services%22″ desc=”From the DynamicPoint portal admin section click %22Services%22″ use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”46.6%” pointer_horizontal_position=”95.8%” title=”Continue” desc=” ” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”1px” link_option_url=”#next4b” global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent][image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_02_4501.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 4: B” _builder_version=”3.27.4″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/no3a.png” pointer_image_width=”45px” pointer_vertical_position=”15.7%” pointer_horizontal_position=”5.9%” tooltip_position=”right” title=”Click: %22+Create%22 then %22Add Page%22″ desc=”This is where you will paste your ODATA URL” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”44.3%” pointer_horizontal_position=”95.3%” title=”Continue” desc=”Move onto Step 5.” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” link_option_url=”#step5″ global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent]

[image_hotspot_parent image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/portals-tutorial-Time-0_03_3011.png” alt=”Configure SharePoint For Customers, Vendor, or Employee Portal” admin_label=”Step 5″ _builder_version=”3.26.8″ z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”16.6%” pointer_horizontal_position=”42.4%” title=”Edit Web Parts” desc=” Add charts, search, reports to complete the look” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”43.8%” pointer_horizontal_position=”82.2%” title=”Change Styling” desc=”Change any styling features to match your company’s branding ” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”57.9%” pointer_horizontal_position=”22.3%” title=”Update Calls to Action” desc=” Update the calls to action to reference the configured portal services” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/location.png” pointer_image_width=”45px” pointer_vertical_position=”8.7%” pointer_horizontal_position=”87.4%” title=”Layout” desc=”Modify any layout and branding changes” use_circle=”off” pointer_vertical_position_last_edited=”off|desktop” _builder_version=”4.16″ title_level=”h5″ title_text_color=”#ffffff” content_font_size=”13px” global_colors_info=”{}”][/image_hotspot_child][image_hotspot_child pointer_element=”pointer_element_image” pointer_image=”https://www.dynamicpoint.com/wp-content/uploads/2019/08/next.png” pointer_image_width=”45px” pointer_vertical_position=”49.9%” pointer_horizontal_position=”95.8%” title=”All Done!” desc=”Thank you for clicking through! Please feel free to call us or fill out our contact form.” use_circle=”off” _builder_version=”4.16″ link_option_url=”/schedule/” link_option_url_new_window=”on” global_colors_info=”{}”][/image_hotspot_child][/image_hotspot_parent]