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# DynamicPoint

Office 365 Business Apps for ERP and CRM

## Sitemaps

- [XML Sitemap](https://www.dynamicpoint.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Corporate Credit Card Reconciliation with Azure AI and EasyEXP365](https://www.dynamicpoint.com/corporate-credit-card-reconciliation-with-azure-ai-and-easyexp365/) - Read how EasyEXP365 keeps your data secure within your Microsoft environment while leveraging the power of Azure AI, SharePoint, Power Apps, and Power Automate.
- [Build Smarter Employee Expense Management with Copilot, Power Apps, and EasyEXP365](https://www.dynamicpoint.com/build-smarter-employee-expense-management-with-copilot-power-apps-and-easyexp365/) - Learn how Copilot accelerates expense app development while workflow automation and ERP integration ensure scalable, end-to-end financial processes.
- [Choosing the Right Deployment Model for Invoice Automation Apps](https://www.dynamicpoint.com/choosing-the-right-deployment-model-for-invoice-automation-apps/) - For-profit business? Government agency? EasyAP365 provides deployment options that meet your IT objectives. Read the blog to learn more.
- [Is AI Coming for Your AP Invoice Data?](https://www.dynamicpoint.com/is-ai-coming-for-your-ap-invoice-data/) - AI is transforming cybercrime, especially in Accounts Payable. Learn how AI-driven attacks target invoice data and vendor systems, and how to protect your organization.
- [DynamicPoint Releases New SPFx Version of its Customer / Vendor Portal for Microsoft 365](https://www.dynamicpoint.com/dynamicpoint-releases-new-spfx-version-of-its-customer-vendor-portal-for-microsoft-365/) - Our Customer/Vendor Portal has been fully rebuilt using the latest SharePoint Framework (SPFx) technology. Read about the key benefits in our latest blog.
- [Building Smarter Portals with AI in Microsoft 365](https://www.dynamicpoint.com/building-smarter-portals-with-ai-in-microsoft-365/) - Learn how Microsoft 365, Microsoft Copilot, Microsoft SharePoint, and Microsoft Power Automate help build smarter, AI-powered portals faster and more efficiently.
- [Spring 2026 Webinar Series: AP Automation](https://www.dynamicpoint.com/spring-2026-webinar-series-ap-automation/) - If secure, scalable AP automation is on your roadmap this year, this series is built for you. Check out all of the webinars in this series and register today!
- [Fast Growing Midstream Energy Company Automates Accounts Payable Invoice Approvals](https://www.dynamicpoint.com/fast-growing-midstream-energy-company-automates-accounts-payable-invoice-approvals/) - Company Background: Moda Midstream, LLC Moda Midstream, LLC (“Moda”) is a liquids terminaling and logistics company that provides independent terminal, storage and distribution solutions to refiners, petrochemical manufacturers, marketers and producers of crude oil and other bulk liquids along the US Gulf Coast. In 2018, Moda acquired the Ingleside Energy Center (“IEC”), a crude oil
- [Office 365 SharePoint for RFP Management](https://www.dynamicpoint.com/office-365-sharepoint-for-rfp-management/) - Office 365 SharePoint for RFP Management offers many features for managing your supplier RFPs. Review some of the important features in this article.
- [Automate Billable Expenses with DynamicPoint](https://www.dynamicpoint.com/automate-billable-expenses-with-dynamicpoint/) - View how DynamicPoint helps you automate billable expenses to improve accounting and expense tracking.
- [Job Cost Management Employee Portal](https://www.dynamicpoint.com/job-cost-management-employee-portal/) - DynamicPoint's customer showcase for the portal app was an job cost portal. The job cost portal enabled job cost collaboration with ERP job management.
- [Oil and Gas Invoice Automation](https://www.dynamicpoint.com/fast-growing-midstream-energy-company-automates-accounts-payable-invoice-approval/) - Case study featuring the use of DynamicPoint’s EasyAP365 invoice automation solution for a Midstream Company. Includes integration with Dynamics 365 as ERP.
- [FedRAMP Compliant Software](https://www.dynamicpoint.com/dynamicpoint-apps-and-fedramp/) - Read how DynamicPoint’s suite of applications help federal agencies circumvent issues of security, control and compliance.
- [Self-Hosting DynamicPoint Applications](https://www.dynamicpoint.com/self-hosting-dynamicpoint-applications-keeping-ap-expenses-and-portals-securely-in-your-azure-microsoft-365-tenant/) - Self-host DynamicPoint applications in Microsoft 365 & Azure for secure AP, expense, and portal automation–perfect for regulated industries. Read more.
- [GCC Software: DynamicPoint Compatibility](https://www.dynamicpoint.com/dynamicpoint-and-the-compatibility-of-gcc-deployments/) - DynamicPoint’s M-365 solutions deploy in GCC with FedRAMP-grade compliance, secure agency control, and seamless Invoice, Expense, & Portal Management. Learn more.
- [Healthcare Process Automation with DynamicPoint](https://www.dynamicpoint.com/healthcare-process-automation-with-dynamicpoint/) - Discover how DynamicPoint helps healthcare organizations boost efficiency while staying HIPAA compliant with Microsoft 365-built automation tools.
- [Vendor Impersonation Gets Real with AI](https://www.dynamicpoint.com/vendor-impersonation-gets-real-with-ai/) - AI is making vendor impersonation scams harder to spot – and AP teams are prime targets. Learn how to defend your AP team against vendor impersonation threats.
- [AP Invoice Automation for MIP Fund Accounting](https://www.dynamicpoint.com/ap-invoice-automation-for-mip-fund-accounting/) - DynamicPoint has integrated its Office 365 based AP invoice automation product with MIP Fund Accounting by Community Brands.
- [AP Invoice Submission with Employee Check Requests](https://www.dynamicpoint.com/streamline-your-vendor-invoice-submission-with-employee-check-requests/) - Using Office 365 inluding SharePoint, Power Apps, Power Automate and Forms, you can easily create an AP check request process.
- [Maximizing Vendor Collaboration with Office 365 SharePoint](https://www.dynamicpoint.com/empowering-vendor-collaboration-the-benefits-of-using-office-365-sharepoint-for-a-vendor-portal/) - Streamline vendor collaboration with Office 365 SharePoint. Centralized data, secure document management, and workflow automation for efficiency.
- [Why Use Office 365 to Deliver our Applications](https://www.dynamicpoint.com/why-use-office-365-to-deliver-our-applications/) - DynamicPoint is very unique as we are the only company that leverages Office 365 to deliver portals, invoice automation and expense management applications.
- [WennSoft Synergy Conference: Create a WennSoft Portal Using Office 365 SharePoint](https://www.dynamicpoint.com/wennsoft-synergy-conference-create-a-wennsoft-portal-using-office-365-sharepoint/) - Join us at the WennSoft Synergy Conference and learn how to create a WennSoft Portal using Office 365 SharePoint. Learn more and register!
- [Use what you already own (Office 365) to Automate Employee Expense Reports](https://www.dynamicpoint.com/use-what-you-already-own-office-365-to-automate-employee-expense-reports/) - Use what you already own (Office 365) to Automate Employee Expense Reports. Read how to use your Office 365 subscription to automate employee expense management
- [Use Cases for a Vendor Portal](https://www.dynamicpoint.com/use-cases-for-a-vendor-portal/) - Over the years DynamicPoint has experienced many different use cases for its Microsoft 365-based SharePoint vendor portal application. Learn what they are.
- [The Power of the Platform](https://www.dynamicpoint.com/the-power-of-the-platform/) - Microsoft has put forth a cell phone equivalent platform for business productivity. This includes all the applications that reside within Office 365.
- [Streamlining Invoice Automation with Office 365 and Power Automate](https://www.dynamicpoint.com/streamlining-invoice-automation-with-office-365-and-power-automate/) - Read the blog to learn how to leverage Office 365 and Power Automate to automate invoice processing, enhance productivity, and improve accuracy.
- [Streamline Employee Expense Management With Office 365 and Power Automate](https://www.dynamicpoint.com/streamline-employee-expense-management-with-office-365-and-power-automate/) - Learn how to streamline employee expense management with Office 365 and Power Automate. Read the article here.
- [Process AP Invoices from Email with Office 365](https://www.dynamicpoint.com/process-ap-invoices-from-email-with-office-365/) - Are you receiving accounts payable invoices from vendors via email? Read the blog to learn how easy it is to process AP invoices from email with Office 365.
- [Power Apps for Employee Expense Management](https://www.dynamicpoint.com/power-apps-for-employee-expense-management/) - One of the most powerful aspects of creating an Employee Expense Management application on Office 365 is the use of Power Apps.
- [Portals for Resellers and Distributors](https://www.dynamicpoint.com/portals-for-resellers-and-distributors/) - Office 365 customer and vendor portals for distribution companies and resellers. Leverage Office 365 and SharePoint to collaborate with customers and vendors.
- [Microsoft Announces Retirement of SharePoint Business Connectivity Services (BCS)](https://www.dynamicpoint.com/microsoft-announces-retirement-of-sharepoint-business-connectivity-resources-bcs/) - On September 30th, 2024, Business Connectivity Services (BCS) will completely retire in Microsoft Office 365. Learn how this important change will affect you.
- [Match Shipping Documents to Invoices using Office 365](https://www.dynamicpoint.com/match-shipping-documents-to-invoices-using-office-365/) - Learn how to match shipping documents to invoices using the Office 365 automation solution. Read the article...
- [Manage Corporate Credit Cards with Microsoft Teams](https://www.dynamicpoint.com/manage-corporate-credit-cards-with-microsoft-teams/) - Does your company issue corporate credit cards to employees? Learn how to manage corporate credit cards with Microsoft Teams.
- [Looking for a Simple Portal? Please Don’t Use Office 365](https://www.dynamicpoint.com/looking-for-a-simple-portal-please-dont-use-office-365/) - Looking for a simple portal? Learn about companies that use SharePoint business-to-business (B2B) portals for simple portal applications.
- [Invoice Automation for Construction Companies](https://www.dynamicpoint.com/invoice-automation-for-construction-companies/) - DynamicPoint's EasyAP365 Invoice Automation solution for construction companies. Assign invoices to jobs for cost accounting and project profitability.
- [DynamicPoint Named As A Top Member on ERP Software Blog](https://www.dynamicpoint.com/dynamicpoint-named-as-a-top-member-on-erp-software-blog/) - We're excited to share that we've been named Top Member of the ERP Software Blog! Check out all of the informative content we have shared on their website.
- [DynamicPoint Expands Its ERP Integration with Sage Intacct](https://www.dynamicpoint.com/dynamicpoint-expands-its-erp-integration-with-sage-intacct/) - Read the blog to learn how and why Sage Intacct was implemented in all three of DynamicPoint’s Office 365-based applications.
- [DynamicPoint Enhances SharePoint Portal Functionality with Document Management and Collaboration](https://www.dynamicpoint.com/dynamicpoint-enhances-sharepoint-portal-functionality-with-document-collaboration/) - Learn how DynamicPoint enhances SharePoint portal functionality with document collaboration, including new and improved document-sharing capabilities.
- [Customer Portals for Field Service Organizations](https://www.dynamicpoint.com/customer-portals-for-field-service-organizations/) - Are you a field service organization that needs to create and manage service calls? Learn about implementing customer portals for field service organizations.
- [Creating an Employee Expense Management Solution on Office 365 vs Alternative Solutions](https://www.dynamicpoint.com/creating-an-employee-expense-management-solution-on-office-365-vs-alternative-solutions/) - Learn how easy it is to create an employee expense management solution on Office 365 versus alternative solutions.
- [Creating An AP Automation Solution On Office 365 Versus Alternative Solutions](https://www.dynamicpoint.com/creating-an-ap-automation-solution-on-office-365-versus-alternative-solutions/) - Learn how easy it is to create an AP Automation Solution on Office 365 versus alternative solutions. Read the blog and find out.
- [Creating a Customer or Vendor Portal Solution On SharePoint Vs. Alternative Solutions](https://www.dynamicpoint.com/creating-a-customer-or-vendor-portal-solution-on-sharepoint-vs-alternative-solutions/) - Learn how to create a customer or vendor portal solution on SharePoint versus alternative solutions. Read the article.
- [Competitive Advantages Of Building Products On Office 365](https://www.dynamicpoint.com/competitive-advantages-of-building-products-on-office-365/) - Competitive Advantages Of Building Products On Office 365 : Explore the compelling advantages that arise from building products on Office 365. Read the article.
- [Can You Use AI On An Office 365 SharePoint Customer Portal?](https://www.dynamicpoint.com/can-you-use-ai-on-an-office-365-sharepoint-customer-portal/) - Can you use AI on an Office 365 SharePoint Customer Portal? The short answer is yes! AI can enhance the functionality and user experience of a standard SharePoint customer portal in various ways. Read more.
- [Build Versus Buy Your Accounts Payable Automation Solution](https://www.dynamicpoint.com/build-versus-buy-your-accounts-payable-automation-solution/) - Build versus buy your accounts payable automation solution? Learn about the major advantages associated with building your accounts payable solution.
- [Automate AP Invoices Without Handing Over Your Data](https://www.dynamicpoint.com/automate-ap-invoices-without-handing-over-your-data/) - Learn why organizations implementing Accounts Payable (AP) Invoice Automation solutions must now take data security into account. Read the article.
- [AP Automation for the Rest of Us](https://www.dynamicpoint.com/ap-automation-for-the-rest-of-us/) - Meet DynamicPoint’s EasyAP365 - the AP automation for the rest of us. The solution for those of us who thought we couldn’t afford AP automation.
- [Add Requisition Management to Your AP Automation Process using Power Apps](https://www.dynamicpoint.com/add-requisition-management-to-your-ap-automation-process-using-power-apps/) - With the functionality and flexibility of Power Apps, it is easy and economical to add a Requisition Management app to your overall procurement solution.
- [Add Reporting and Analytics with a Customer or Vendor Portal](https://www.dynamicpoint.com/add-reporting-and-analytics-with-a-customer-or-vendor-portal/) - Learn how to add reporting and analytics with a customer or vendor portal. Read the article.
- [Add Contract Management to Your Office 365 Customer Portal](https://www.dynamicpoint.com/add-contract-management-to-your-office-365-customer-portal/) - A common complement to DynamicPoint’s Office 365 Customer Portal is Contract Management. Read how to leverage the portal’s integration with various ERP applications...
- [Accept Payments Using an Office 365 SharePoint Customer Portal](https://www.dynamicpoint.com/accept-payments-using-an-office-365-sharepoint-customer-portal/) - Read the latest article from DynamicPoint and learn how to accept payments, including credit cards and ACH, using an Office 365 SharePoint customer portal.
- [A Guide to Comparing AP Automation Solutions in the Marketplace](https://www.dynamicpoint.com/a-guide-to-comparing-ap-automation-solutions-in-the-marketplace/) - This blog will guide you through the process of comparing AP automation solutions to help you make an informed decision that aligns with your business needs.
- [DynamicPoint Data Security with SharePoint Solutions](https://www.dynamicpoint.com/microsoft365-data-residency/) - Learn how DynamicPoint leverages Microsoft 365 data residency and security features for its AP Invoice Automation, Employee Expense and Portal solutions.
- [Expense Management - Mileage Reimbursement with Google Maps](https://www.dynamicpoint.com/expense-management-mileage-reimbursement-with-google-maps/) - Learn how DynamicPoint Expense Management Office 365 app, EasyEXP365, is integrated with Google Maps to track and reimburse employees for automobile travel.
- [DynamicPoint integrates EasyAP365 with Binary Stream Multi-Entity Management](https://www.dynamicpoint.com/dynamicpoint-integrates-easyap365-with-binary-stream-multi-entity-management/) - DynamicPoint has integrated its Invoice Automation with Binary Stream Multi-Entity Management application, including Business Central and GP version
- [DynamicPoint's EasyEXP365 Employee Expense Management Software Supports Canadian Tax](https://www.dynamicpoint.com/dynamicpoints-easyexp365-employee-expense-management-software-supports-canadian-tax/) - Capture Canadian GST, PST, QST and HST using DynamicPoint's Office 365 based Employee Expense Management application, EasyEXP365.
- [Customer Portal Exposes Microsoft Dynamics ERP Service Modules](https://www.dynamicpoint.com/customer-portal-exposes-microsoft-dynamics-erp-service-modules/) - View the benefits of a 24/7 self-service portal with automated data-syncing from Microsoft Dynamics 365, AX, GP & NAV.
- [Manage Your Vendors Using an Office 365 Vendor Portal, Including Onboarding](https://www.dynamicpoint.com/vendor-onboarding-with-dynamicpoint-portals/) - DynamicPoint’s vendor portal application can be used for vendor onboarding in addition to share such data as purchase orders, vendor invoices and contracts.
- [Manufacturing Portals for Microsoft Office 365](https://www.dynamicpoint.com/5-ways-a-sharepoint-portal-can-help-your-manufacturing-business/) - Here are 5 ways our Portals can help manufacturers improve customer service and streamline their operations
- [Manage Corporate Credit Cards with Office 365](https://www.dynamicpoint.com/manage-corporate-credit-cards-with-office-365/) - DynamicPoint's Office 365 Employee Expense Management Solution, EasyEXP365, includes corporate credit card management with integration to your ERP system.
- [Office 365 and EasyAP365 Invoice Automation – Automate Receiving 3 Different Ways](https://www.dynamicpoint.com/office-365-and-easyap365-invoice-automation-automate-receiving-3-different-ways/) - Whether you have centralized receiving, decentralized receiving or a combination of the two, it's possible to automate receipts in various ERP Applications. See how we do it.
- [Vendor Invoice Approval with Microsoft Power Automate](https://www.dynamicpoint.com/vendor-invoice-approval-with-microsoft-power-automate/) - Use your existing Office 365 subscription in with SharePoint & Microsoft Flow to easily automate your vendor invoice approvals process
- [Benefits of SharePoint for Your Customer Portal](https://www.dynamicpoint.com/why-you-should-use-sharepoint-for-your-customer-portal/) - Read about the advantages of using a SharePoint Extranet for your customer portal, its features, security, collaboration capabilities, and user-friendliness.
- [Benefits of Power BI Reporting for AP Invoice Automation](https://www.dynamicpoint.com/ap-invoice-automation-with-power-bi-integrated-reporting/) - Discover how Power BI enhances AP invoice automation with customizable reports, real-time data, and seamless Microsoft 365 integration.
- [How Microsoft 365 Enhances Security in Application Development](https://www.dynamicpoint.com/security-benefits-of-using-office-365-to-build-applications/) - DynamicPoint’s products use security benefits of Microsoft 365. Explore data protection services from advanced threat protection to mobile device security.
- [Automate Invoice Data Extraction Using Azure AI](https://www.dynamicpoint.com/automate-invoice-data-extraction-using-azure-ai/) - Azure AI Document Intelligence Optical Character Recognition (OCR) can be used to automate the processing of accounts payable invoices.
- [Can I Use Microsoft AI Builder to Process AP Invoices?](https://www.dynamicpoint.com/can-i-use-microsoft-ai-builder-to-process-ap-invoices/) - Can I Use Microsoft AI Builder to Process AP Invoices? Read the blog to learn about some ways AI and Microsoft AI Builder can assist in AP invoice processing.
- [Employee Expense Management System: 7 Ways to Use AI](https://www.dynamicpoint.com/seven-ways-to-use-ai-on-an-employee-expense-management-system/) - Explore how AI can transform employee expense management with features like smart approval routing, fraud detection, and real-time analytics.

## Pages

- [Home](https://www.dynamicpoint.com/) - Office 365 software applications delivering business automation for customer/vendor self service portals, invoice automation and employee expense management.
- [Pricing](https://www.dynamicpoint.com/pricing/) - Explore the pricing of our invoice automation, expense management and portal product. Details include the license cost and associated implementation packages.
- [EasyEXP365 Employee Expense Management](https://www.dynamicpoint.com/expense-reimbursement/) - Employee expense management built for customers that require flexibility to meet complex business requirements, including private or government cloud.
- [Thank You](https://www.dynamicpoint.com/thank-you-contact-us/) - Thank you for your recent interest in DynamicPoint
- [Expense Management | Mileage](https://www.dynamicpoint.com/expense-reporting-mileage/) - Is your employee travel reimbursement process wasting time and resources? Find out how to automate mileage tracking and calculations, with EasyEXP365.
- [EasyAP365 Accounts Payable Invoice Automation](https://www.dynamicpoint.com/easyap365/) - AP invoice automation built for customers that require flexibility to meet complex business requirements, including private cloud and data residency options.
- [Microsoft 365 SharePoint Customer And Vendor Portal](https://www.dynamicpoint.com/customer-and-vendor-portal/) - Customer and vendor portal using SharePoint. Built for customer's that require flexibility to meet complex business requirements, compliance and security.
- [Schedule Demo for Product Pricing Offer](https://www.dynamicpoint.com/pricing-offer/) - [et_pb_section fb_built=”1″ fullwidth=”on” admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_fullwidth_header title=”Product Pricing Offer” admin_label=”Fullwidth Header” _builder_version=”4.19.5″ title_font=”|on|||” title_font_size=”35″ subhead_font_size=”24px” background_enable_color=”off” background_image=”https://www.dynamicpoint.com/wp-content/uploads/2015/08/product-header-bg.jpg” background_url=”https://www.dynamicpoint.com/wp-content/uploads/2015/08/orangebanner.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” button_two_border_radius__hover_enabled=”off” button_two_border_radius__hover=”null” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_one_bg_color__hover=”null” button_two_bg_color__hover_enabled=”off” button_two_bg_color__hover=”null”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.2″ _module_preset=”default”
- [Schedule DynamicPoint Product Demonstration](https://www.dynamicpoint.com/schedule/) - Schedule a live demonstration of our EasyAP365 (Invoice Automation), EasyEXP365 (Employee Expense Management), or Portal (Customer, Vendor, Employee) apps.
- [Automate Corporate Credit Cards Management with DynamicPoint and Office 365](https://www.dynamicpoint.com/automate-corporate-credit-cards-management-with-dynamicpoint-and-office-365/) - DynamicPoint’s employee expense management product, EasyEXP365, has credit card features that automate integration & accounting of credit card transactions.
- [Expense Management | DynamicPoint vs Competition](https://www.dynamicpoint.com/expense-management-dynamicpoint-vs-competition/) - Discover the features and benefits of EasyEXP365 Employee Expense Management. See how our Microsoft 365-based solution stacks up against the competition.
- [Invoice Automation | DynamicPoint vs Competition](https://www.dynamicpoint.com/invoice-automation-dynamicpoint-vs-competition/) - Thinking about upgrading to automated invoice processing? See how our Microsoft 365-based solution, EasyAP365, stacks up against other AP software
- [Portals | DynamicPoint vs Competition](https://www.dynamicpoint.com/portals-dynamicpoint-vs-competition/) - Searching for a customer and vendor portal that integrates seamlessly with Microsoft 365? See how our SharePoint-based solution compares to other software.
- [SharePoint Portal | Document Collaboration](https://www.dynamicpoint.com/portal-document-collaboration/) - Discover how our Customer & Vendor Portals enhance SharePoint functionality. Simplify your business flow with secure document management and collaboration.
- [SharePoint Portal ERP Compatibility](https://www.dynamicpoint.com/portal-erp/) - Discover the Customer & Vendor Portal solution that integrates seamlessly with your ERP – Dynamics 365, Acumatica, QuickBooks, Sage Intacct, and more.
- [EasyEXP365 Employee Expense Management ERP Compatibility](https://www.dynamicpoint.com/easyexp365-erp/) - Discover automated employee expense management software that integrates seamlessly with your ERP – Business Central, Sage Intacct, Dynamics 365, and more.
- [EasyAP365 AP Invoice Automation ERP Compatibility](https://www.dynamicpoint.com/easyap365-erp/) - Discover accounts payable automation that integrates seamlessly with your ERP – NetSuite, Sage Intacct, SAP, Acumatica, Microsoft Dynamics, and more.
- [QuickBooks Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/quickbooks-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and QuickBooks integration for processing vendor invoices
- [Acumatica Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/acumatica-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and Acumatica integration for processing vendor invoices
- [MIP Fund Accounting Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/mip-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, & MIP Fund Accounting integration for processing invoices
- [Dynamics NAV Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/dynamics-nav-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and Dynamics NAV integration for processing vendor invoices
- [Dynamics GP Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/dynamics-gp-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and Dynamics GP integration for processing vendor invoices
- [Dynamics 365 Business Central Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/dynamics-business-central-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, & Business Central integration for processing vendor invoices
- [Microsoft Dynamics 365 Finance and Operations](https://www.dynamicpoint.com/easyap365-erp/dynamics-365-finance-operations-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and Dynamics 365 Finance and Operations integration for processing vendor invoices
- [SAP Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/sap-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and SAP integration for processing vendor invoices
- [NetSuite Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/netsuite-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and NetSuite integration for processing vendor invoices
- [Oracle ERP Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/oracle-erp-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and Oracle ERP integration for processing vendor invoices
- [Epicor ERP Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/epicor-erp-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and Epicor ERP integration for processing vendor invoices
- [Sage Intacct Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/sage-intacct-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, & Sage Intacct l integration for processing vendor invoices
- [Exact Portal](https://www.dynamicpoint.com/portal-erp/exact-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from Exact to deliver a business to business extranet
- [QuickBooks Portal](https://www.dynamicpoint.com/portal-erp/quickbooks-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from QuickBooks to deliver a business to business extranet
- [Acumatica Portal](https://www.dynamicpoint.com/portal-erp/acumatica-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from Acumatica to deliver a business to business extranet
- [MIP Fund Accounting Portal](https://www.dynamicpoint.com/portal-erp/mip-fund-accounting-portal/) - DynamicPoint's SharePoint Customer or Vendor PortalSolution provides integration with business data from MIP Fund Accounting to deliver a business to business extranet
- [Dynamics AX Portal](https://www.dynamicpoint.com/portal-erp/dynamics-ax-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from Dynamics AX to deliver a business to business extranet
- [Dynamics NAV Portal](https://www.dynamicpoint.com/portal-erp/dynamics-nav-portal/) - DynamicPoint's SharePoint Customer or Vendor PortalSolution provides integration with business data from Dynamics NAV to deliver a business to business extranet
- [Dynamics GP Portal](https://www.dynamicpoint.com/portal-erp/dynamics-gp-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from Dynamics GP to deliver a business to business extranet
- [Dynamics 365 Business Central Portal](https://www.dynamicpoint.com/portal-erp/business-central-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal provides integration with business data from Business Central to deliver a business-to-business extranet
- [Dynamics 365 Finance and Operations Portal](https://www.dynamicpoint.com/portal-erp/dynamics-365-fo-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Portal provides integration with business data from Dynamics 365 Finance to deliver a b2b extranet
- [SAP Portal](https://www.dynamicpoint.com/portal-erp/sap-portal/) - Solution provides integration with business data from SAP to deliver a business to business extranet
- [NetSuite Portal](https://www.dynamicpoint.com/portal-erp/netsuite-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from NetSuite to deliver a business to business extranet
- [Oracle Portal](https://www.dynamicpoint.com/portal-erp/oracle-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from Oracle to deliver a business to business extranet
- [Epicor Portal](https://www.dynamicpoint.com/portal-erp/epicor-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from Epicor to deliver a business to business extranet
- [SQL Server Portal](https://www.dynamicpoint.com/portal-erp/sql-server-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal Solution provides integration with business data from SQL Server to deliver a business to business extranet
- [WennSoft Portal](https://www.dynamicpoint.com/portal-erp/wennsoft-portal/) - Solution provides integration with business data from WennSoft to deliver a business to business extranet
- [Sage Intacct Portal](https://www.dynamicpoint.com/portal-erp/sage-intacct-portal/) - DynamicPoint's SharePoint Customer or Vendor Portal provides integration with business data from Sage Intacct to deliver a business-to-business extranet
- [Expense Management | Corporate Credit Card](https://www.dynamicpoint.com/expense-management-corporate-credit-card/) - Stop wasting time and resources on manual expense reconciliation. Automate and simplify corporate credit card expense tracking, reimbursement, and reporting.
- [Employee Expense Management for MIP Fund Accounting](https://www.dynamicpoint.com/easyexp365-erp/mip-fund-accounting-employee-expense-management/) - DynamicPoint's Employee Expense Management solution, EasyEXP365, provides receipt capture, OCR, workflow, & MIP Fund Accounting integration for employee expense
- [Employee Expense Management for Dynamics 365 Business Central](https://www.dynamicpoint.com/easyexp365-erp/dynamics-business-central-employee-expense-management/) - DynamicPoint's Employee Expense Management solution, EasyEXP365, provides receipt capture, OCR, workflow, and Dynamics 365 BC integration for employee expenses
- [EasyEXP365 Video Gallery](https://www.dynamicpoint.com/easyexp365-video-gallery/) - View all product and information videos to see benefits and features of DynamicPoint Office 365 Employee Expense Management Product, EasyEXP365.
- [Schedule Thank You](https://www.dynamicpoint.com/schedule-thank-you/) - [et_pb_section fb_built=”1″ admin_label=”Header / Logo” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”] Your Appointment Has Been Confirmed![/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Scheduler” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”1_4,1_2,1_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}”][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Thank you for scheduling your free project requirements and discovery call. If you are willing, you can complete
- [EasyAP365 Video Gallery](https://www.dynamicpoint.com/easyap365-video-gallery/) - View all product and information videos to see benefits and features of DynamicPoint Office 365 AP Invoice Automation Product, EasyAP365.
- [Portal Video Gallery](https://www.dynamicpoint.com/portal-video-gallery/) - View all product and information videos to see benefits and features of DynamicPoint Office 365 Customer and Vendor Portal Product.
- [Industry Pages: Distributor Customer Portal](https://www.dynamicpoint.com/industry-pages-distributor-customer-portal/) - SharePoint customer portal for distributors—simplify order management, inventory visibility, and communication in a secure, centralized hub.
- [Industry Pages: Field Service Customer Portal](https://www.dynamicpoint.com/industry-pages-field-service-customer-portal/) - SharePoint customer portal for field service—streamline service requests, scheduling, and communication in one secure, user-friendly platform.
- [Industry Pages: Manufacturing Customer Portal](https://www.dynamicpoint.com/industry-pages-manufacturing-customer-portal/) - SharePoint customer portal for manufacturers—improve order tracking, service requests, and communication in a secure, centralized platform.
- [Industry Pages: Government Vendor Portal](https://www.dynamicpoint.com/industry-pages-government-vendor-portal/) - Secure SharePoint vendor portal for government agencies—streamline procurement, ensure compliance, and boost vendor collaboration.
- [Employee Expense Management for Sage Intacct](https://www.dynamicpoint.com/easyexp365-erp/employee-expense-management-for-sage-intacct/) - DynamicPoint's Employee Expense Management solution, EasyEXP365, provides receipt capture, OCR, workflow, and Sage Intacct integration for employee expenses
- [Employee Expense Management for Dynamics NAV](https://www.dynamicpoint.com/easyexp365-erp/dynamics-nav-employee-expense-management/) - DynamicPoint's Employee Expense Management solution, EasyEXP365, provides receipt capture, OCR, workflow, and Dynamics NAV integration for employee expenses
- [Employee Expense Management for Dynamics GP](https://www.dynamicpoint.com/easyexp365-erp/dynamics-gp-employee-expense-management/) - DynamicPoint's Employee Expense Management solution, EasyEXP365, provides receipt capture, OCR, workflow, and Dynamics GP integration for employee expenses
- [Employee Expense Management for Dynamics 365 Finance and Operations](https://www.dynamicpoint.com/easyexp365-erp/dynamics-fo-employee-expense-management/) - DynamicPoint's Employee Expense Management solution, EasyEXP365, provides receipt capture, OCR, workflow, and Dynamics 365 FO integration for employee expenses
- [Our Strategic Partners](https://www.dynamicpoint.com/our-strategic-partners/) - Some our of strategic partners using our easy-to-implement Office 365 applications that integrate with market leading ERP and CRM products
- [SharePoint Portal | Contract Management](https://www.dynamicpoint.com/sharepoint-portal-contract-management/) - Easily create, sign, maintain, and renew contracts. Discover how Office 365 Customer & Vendor Portals streamline workflow and eliminate manual bottlenecks.
- [Contact](https://www.dynamicpoint.com/contact/) - Contact us today for a free demonstration with DynamicPoint today
- [Video Library](https://www.dynamicpoint.com/video-library/) - DynamicPoint's video library for its Microsoft 365 based invoice automation, employee expense management and customer / vendor portals applications.
- [DynamicPoint Integrations](https://www.dynamicpoint.com/integrations/) - DynamicPoint's Office 365 based invoice automation, employee expense management and customer / vendor portals integrate with numerous leading ERP systems.
- [DynamicPoint Blog](https://www.dynamicpoint.com/dynamicpoint-blog/) - DynamicPoint blog featuring its three products, including AP Invoice Automation, Customer and Vendor Portals, and Employee Expense Management.
- [DynamicPoint Invoice Automation Case Study](https://www.dynamicpoint.com/dynamicpoint-cs-moda-v2/) - Customer case study featuring DynamicPoint's Office 365 based AP Invoice Automation product, EasyAP365, with Moda Midstream.
- [Knowledge Base](https://www.dynamicpoint.com/knowledge-base/) - [et_pb_section fb_built=”1″ fullwidth=”on” theme_builder_area=”post_content” _builder_version=”4.25.1″ _module_preset=”default”][et_pb_fullwidth_header title=”DynamicPoint Knowledge Bases” _builder_version=”4.25.1″ _module_preset=”default” theme_builder_area=”post_content” subhead=”Select a product knowledge base below.” text_orientation=”center” background_color=”#0C71C3″ hover_enabled=”0″ sticky_enabled=”0″][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.16.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16.0″ _module_preset=”default” pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16.0″ _module_preset=”default” global_colors_info=”{}”] Portals View Knowledge Base EasyEXP365 View Knowledge Base EasyAP365 View Knowledge Base General View Knowledge Base [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]
- [Questionnaire](https://www.dynamicpoint.com/questionnaire/) - [et_pb_section fb_built=”1″ admin_label=”Header / Logo” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}”][et_pb_text _builder_version=”4.25.1″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] Complete the Requirements Questionnaire such that we can be prepared[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Scheduler” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”1_4,1_2,1_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}”][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ custom_padding=”25px|50px|25px|50px|true|true” hover_enabled=”0″ border_radii=”on|9px|9px|9px|9px” border_width_all=”2px” border_color_all=”#efefef” global_colors_info=”{}” sticky_enabled=”0″] Name* First Last Email*Please enter
- [Microsoft Power Platform](https://www.dynamicpoint.com/power-platform/) - DynamicPoint saves money and delivers a more functional product by leveraging the Microsoft Power Platform to deliver applications.
- [WennSoft Customer Portal](https://www.dynamicpoint.com/wennsoft-customer-portal/) - Use the DynamicPoint Portal Application to share and collaborate with Key2Act (formerly Wennsoft) Signature data.
- [ERP Invoice Automation](https://www.dynamicpoint.com/easyap365-erp/erp-invoice-automation/) - DynamicPoint's AP Invoice Automation solution, EasyAP365, provides invoice receipt, OCR, workflow, and ERP integration for processing vendor invoices
- [DynamicPoint Events](https://www.dynamicpoint.com/dynamicpoint-events/) - The DynamicPoint event calendar features all the upcoming in person and virtual events in which the company will be attending.
- [On-Demand Events](https://www.dynamicpoint.com/on-demand-events/) - Recorded past events the company participated in or attended available to you on demand. This includes events with our partners as well as company hosted.
- [How to Configure a DynamicPoint Portal](https://www.dynamicpoint.com/how-to-configure-a-dynamicpoint-portal/) - Learn how easy it is to configure a customer, vendor or employee portal using DynamicPoint's Office 365 Portal App.
- [Employee Expense Management for ERP Applications](https://www.dynamicpoint.com/easyexp365-erp/erp-employee-expense-management/) - DynamicPoint's Employee Expense Management solution, EasyEXP365, provides receipt capture, OCR, workflow, and ERP integration for employee expenses
- [Why Use Office 365](https://www.dynamicpoint.com/why-use-office-365-2/) - Learn why the Microsoft Business Application Framework, otherwise known as the Power Platform, makes the ideal framework for DynamicPoint's applications
- [Support](https://www.dynamicpoint.com/support/) - Get DynamicPoint Product Support through our knowledgebase, maintenance plans and live helpdesk. We offer live as well as self service support.
- [Benefits](https://www.dynamicpoint.com/benefits/) - Experience the benefits of partnering with easy-to-implement Office 365 applications that integrate with market leading ERP and CRM products
- [Company](https://www.dynamicpoint.com/company/) - Learn how DynamicPoint can help transform your business, improve profitability, and decrease costs with easy-to-implement ERP and CRM applications
- [Successful Microsoft Dynamics GP and Microsoft Office SharePoint Server Integration](https://www.dynamicpoint.com/successful-microsoft-dynamics-gp-and-microsoft-office-sharepoint-server-integration/) - Successful Microsoft Dynamics GP and Microsoft Office SharePoint Server Integration options
- [Software Requirements](https://www.dynamicpoint.com/sharepoint-requirements/) - Applications needed to utilize DynamicPoint's products.
- [DynamicPoint Employee Expense Management Case Study](https://www.dynamicpoint.com/dynamicpoint-expense-management-case-study/) - Customer case study featuring DynamicPoint's Office 365 based employee expense management product, EasyEXP365, with the American Society of Civil Engineers.
- [Test Our OCR for Employee Expense Management](https://www.dynamicpoint.com/test-ocr-expense-management/) - Test our Office 365 based employee expense management with your own receipt to see the results of OCR.
- [Test Our OCR for AP Invoice Automation](https://www.dynamicpoint.com/test-ocr-apautomation/) - Test our Office 365 based invoice automation tools with your own invoice to see the results of OCR.
- [EasyAP365 Invoice Automation Implementation Process](https://www.dynamicpoint.com/easyap365-invoice-automation-implementation-process/) - Accounts payable invoice automation is affordable with EasyAP365. Leverage Office 365 functionality to streamline your AP & reduce invoice processing costs.
- [SAAS Agreement](https://www.dynamicpoint.com/saas-agreement/) - Customer: TBD Service Provider: DynamicPoint Inc. Effective Date: TBD Initial Term: One month from Effective Date This SAAS Subscription Agreement (“Agreement”), dated as of the Effective Date, governs the use by Customer of the software, downloads, integrations and other intellectual property (collectively, the “SAAS System”), and the services provided by Service Provider in connection with
- [Terms of Purchase and Use](https://www.dynamicpoint.com/terms-of-purchase-and-use/) - [et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.5.1″]PLEASE READ CAREFULLY BEFORE PURCHASING THE PRODUCTS AND USING THIS DYNAMICPOINT MICROSOFT OFFICE 365 SHAREPOINT SAAS SERVICE. BY PURCHASING THE PRODUCTS, AND/OR ACCESSING AND USING THE SAAS SERVICE AND THE ASSOCIATED SERVICES, APPLICATIONS AND TOOLS, YOU AGREE TO BE LEGALLY BOUND BY THE TERMS AND
- [Service Level Agreement](https://www.dynamicpoint.com/sla/) - Outlines the terms of DynamicPoint's service level agreement
- [SAP Business One Customer or Vendor Portal](https://www.dynamicpoint.com/businessoneportal/) - Use the DynamicPoint Portal Application to share and collaborate with SAP Business One data.
- [Invoice Submission](https://www.dynamicpoint.com/invoice_portal/) - Demonstration of Uploading an Invoice from a Vendor Portal to DynamicPoint's invoice automation product
- [Privacy Policy](https://www.dynamicpoint.com/privacy-policy/) - Our process for collecting data, and how it is used to serve our customers
- [Thank You for Registering](https://www.dynamicpoint.com/thank-you-for-registering/) - Thank you for your recent interest in DynamicPoint
- [Thank You](https://www.dynamicpoint.com/thank-you/) - Thank you for your recent interest in DynamicPoint

## Knowledge Base

- [EasyEXP365 and Business Central OAuth Authentication - Application Permissions](https://www.dynamicpoint.com/knowledge-base/easyexp365/integrations-easyexp365/easyexp365-and-business-central-oauth-authentication-application-permissions/) - 1 Overview Microsoft has made OAuth authentication with Business Central the preferred security method. This article outlines the steps required to setup OAuth authentication and configure the DynamicPoint EasyEXP365 application to leverage this authentication method. Authentication to BC through Entra ID requires an app registration in Entra ID, registration of the client ID of that
- [EasyAP365 and Business Central OAuth Authentication - Application Permissions](https://www.dynamicpoint.com/knowledge-base/easyap365/integrations-easyap365/easyap365-and-business-central-oauth-authentication-application-permissions/) - 1 Overview Microsoft has made OAuth authentication with Business Central the preferred security method. This article outlines the steps required to setup OAuth authentication and configure the DynamicPoint EasyAP365 application to leverage this authentication method. Authentication to BC through Azure AD requires an app registration in Azure AD, registration of the client ID of that
- [Power Automate and Business Central OAuth Authentication](https://www.dynamicpoint.com/knowledge-base/easyap365/integrations-easyap365/power-automate-and-business-central-oauth-authentication/) - 1 Overview Microsoft has made OAuth authentication with Business Central the preferred security method. This article outlines the steps required to setup OAuth authentication and configure Power Automate for communication to ODATA web services in BC. 2 App Registration in Azure Logon to you Azure Portal Search for "App Registrations" Select New Registration Give the
- [07 - Services](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/7-services/) - Services are used to define the connection details and supporting parameters that will determine the data that is retrieved from the data source and displayed in the portal. They are the main building block of displaying data in the portal and the foundation that all other configuration ultimately supports. General The general section of the
- [2 - Adding DynamicPoint Portal Web Part to SharePoint](https://www.dynamicpoint.com/knowledge-base/portals/portal-web-part/dynamicpoint-web-part/) - 1 Overview In order for DynamicPoint portal services to render data in the SharePoint host web, a portal web part has been created. This web part will display any service data on the host SharePoint web site. 2 Page Configuration Create a New Page From Site Contents, create a new Page in SharePoint. Adding
- [02 - Filter Service Validator](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-troubleshooting/02-filter-service-validator/) - The Filter Service Validator section is used to test the output of filter services before adding them to a production SharePoint site. Simple select the configured service and company and load the results. Any errors messages will be presented on the screen. The user can be changed by updating the email field.
- [01 - Service Validator](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-troubleshooting/01-service-validator/) - The Service Validator section is used to test the output of services before adding them to a production SharePoint site. Simple select the configured service and company and load the results. Any errors messages will be presented on the screen.
- [02 - Theme](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/2-theme/) - The Theme section is used to define the theme and associated color scheme that will be displayed throughout the portal application. All of the options override the primary theme colors applied. They are not required and optional. Base BG Color Overrides the background color of the application grids. Primary BG Color Overrides the primary background
- [09 - Report Services](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/9-report_services/) - The Report Services section enables the integration of reports that will be called from an ERP or other reporting software system. General The general section of the report service creation wizard contains the basic settings. Title User defined name of the report service. Data Source The type of report that will be integrated in the
- [08 - Webhooks](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/8-webhooks/) - The Webhooks section is used to enable connection to Microsoft’s Power Automate. General The general section of the webhook creation wizard contains the basic settings. Title User defined name of the webhook. Service Select the service that will trigger this webhook. Webhook Action The selected action will determine when the webhook is triggered. Trigger URL
- [06 - Filter Services](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/6-filter-services/) - Filter services are used to define dynamic filters that will be used to retrieve data from the data source. Their primary purpose is to associate the user, as represented by a logged in email, to a unique identifier that will later be used to filter the data that belongs to them and is therefore to
- [05 - Companies](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/5-companies/) - Companies are used to represent data source entities, specifically where part of the API URL must be replaced depending on the company. For example, if you are working with Company A and Company B, and each organization has its own unique API URL, by setting up multiple companies you can later just configure a single
- [03 - Certificates](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/3-certificates/) - The Certificate section is used to store certificates that are used for authentication. The primary usage is for the portal app to authenticate to SharePoint, as in connecting a service to a SharePoint list or library. Certificate Creation When uploading a new cert the following must be defined: Title - Provide the certificate a name
- [04 - Credentials](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/4-credentials/) - The Credentials section is used to define the credentials that will be used to authenticate to either ERP, database or reporting services. The portal leverages these credentials to integrate with these line of business (LOB) systems such that the data can be displayed in the portal.The portal supports the following three types of credentials: Basic
- [01 - General Settings](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/1-general-settings/) - The General Settings section is used to define the application title and logo that will be displayed throughout the portal application.
- [10 - Payment Settings](https://www.dynamicpoint.com/knowledge-base/portals/portal-api-configuration/10-payment-settings/) - The Payment Settings section enables the integration of payment provides so that electronic payments can be processed from the portal. General The general section of the payment settings creation wizard contains the basic settings. Title User defined name of the payment service. Payment Processor The payment processor that is to be integrated with the portal.
- [Portal Onboarding External Users](https://www.dynamicpoint.com/knowledge-base/portals/integrations/portal-onboarding-external-users/) - 1 Overview This document provides a description on on-boarding a portal user externally. This is based on a Business Central Customer but can be replaced with your given ERP (GP, NAV, etc.) 2 Manual Onboarding Portal External User In order to onboard a new user All new users: Must be associated with a contact
- [Power BI Deployment Guide](https://www.dynamicpoint.com/knowledge-base/portals/reporting/power-bi-deployment-guide/) - 1 Overview This document provides an in-depth description of how to deploy the DynamicPoint Power BI report integration functionality. 2 Configure Power BI for Service Principal Access The DynamicPoint portal Power BI embed leverages a service principal for authentication. Detailed instructions on leveraging this approach can be found on the following article: https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal Steps 1-4
- [Portal Report Printing Deployment Guide – NAV Focused](https://www.dynamicpoint.com/knowledge-base/portals/reporting/portal-report-printing-deployment-guide-nav-focused/) - 1 Overview This document provides an in-depth description of how to deploy the DynamicPoint Customer/Vendor Portal report printing functionality for Dynamics NAV. 2 Report Printing Deployment The following will outline the deployment/configuration of report printing functionality. When installed, the user is able to print a range of NAV reports from the Customer/Vendor portal. Navision Open
- [Portal Report Printing Deployment Guide – GP Focused](https://www.dynamicpoint.com/knowledge-base/portals/reporting/print-integration/) - 1 Overview This document provides an in-depth description of how to deploy the DynamicPoint Customer/Vendor Portal report printing functionality for Dynamics GP. 2 Report Printing Deployment The following will outline the deployment/configuration of report printing functionality. When installed, the user is able to print a range of Dynamics GP SSRS reports from the Customer/Vendor portal.
- [Portal Report Printing Deployment Guide – BC Focused](https://www.dynamicpoint.com/knowledge-base/portals/reporting/portal-report-printing-deployment-guide-bc-focused/) - 1 Overview This document provides an in-depth description of how to configure the DynamicPoint Customer/Vendor Portal report printing functionality for Dynamics Business Central. 2 Report Printing Deployment The following will outline the configuration of report printing functionality. When setup, the user is able to print a range of Dynamics BC reports from the Customer/Vendor portal.
- [Portal API Overview](https://www.dynamicpoint.com/knowledge-base/portals/portal-api/api-overview/) - The configuration of the DynamicPoint portal API is performed from a specific site that is unique to each customer's tenant. The URL for the API can be obtained from DynamicPoint after provisioning and is formatted as .us.portal.dynamicpoint.com The API configuration is organized into three sections: Overview Configuration Troubleshooting Overview The overview page is the
- [Power Automate Cross-tenant Restrictions](https://www.dynamicpoint.com/knowledge-base/general/security/cross-tenant-restrictions/) - Overview In order for DynamicPoint custom connectors to communicate with our Azure environment, cross-tenant exceptions must be configured. This is performed from the Power Platform admin center. Power Platform Admin Center The Power Platform admin center can be accessed from this URL: https://admin.powerplatform.microsoft.com/ Or use this URL and skip to step 3: https://admin.powerplatform.microsoft.com/security/idaccessmanagement?feature=TenantIsolation Instructions Click
- [1 - Adding the DynamicPoint Portal App to the App Catalog](https://www.dynamicpoint.com/knowledge-base/portals/portal-web-part/1-adding-the-dynamicpoint-portal-app-to-the-app-catalog/) - Overview This document provides instructions on how to add the DynamicPoint portal v2 application to the SharePoint app catalog and configure permissions. This must be performed by a user that has been granted SharePoint administrative rights in Microsoft 365 and has been assigned a license to the Office 365 product from within User Management. App
- [Azure App Authentication for All Products](https://www.dynamicpoint.com/knowledge-base/general/security/sharepoint-azure-authentication/) - 1 Overview DynamicPoint applications will require access to SharePoint to perform such actions as saving data and querying user information. The process involves several steps of creating an app registration in Azure, configuring it with a cert and configuring the tenant in DynamicPoint Tenant Admin application to use this app registration and cert. 2
- [Business Central EasyAP365 Extension](https://www.dynamicpoint.com/knowledge-base/easyap365/integrations-easyap365/business-central-extension/) - 1 Overview This document provides instructions for installing the Business Central extension that provides additional integrations for the EasyAP365 product. Two extensions must be installed. The first is a common one and then a product specific extension must be added. 2 Install Business Central Extension Download The Business Central extensions can be downloaded here. Common
- [SharePoint Site Selected Permissions](https://www.dynamicpoint.com/knowledge-base/general/security/sharepoint-site-selected-permissions/) - 1 Overview This tutorial describes how to enable Site.Selected permission with Full Control to a SharePoint site collection. This is needed by EasyAP365 and EasyEXP365 applications for certain elevated operations in the background, like managing list security. 2 Prerequisites An app registration in Azure is needed. The standard permission configuration is like this: For
- [2 - Adding the EasyAP365 App to a Site](https://www.dynamicpoint.com/knowledge-base/easyap365/application-install-guide/adding-the-app-to-a-site-2/) - EasyAP365 Site Creation A site must be created where the app will be managed. This can either be a team or communication site based on your preference. Data Site All of the data will be stored on a sub-site. After you have created a site where EasyAP365 will be presented, also create a subsite
- [2 - Adding the EasyEXP365 App to a Site](https://www.dynamicpoint.com/knowledge-base/easyexp365/application-install-easyexp365/adding-the-app-to-a-site-3/) - EasyEXP365 Site Creation Either a Team or Communication site can be created. Alternatively, the app can be added to any existing site/subsite if desired. Data Site All of the data will be stored on a sub-site. After you have created a site where EasyEXP365 will be presented, also create a subsite where data will be
- [1 - DynamicPoint EasyAP365 App Deployment](https://www.dynamicpoint.com/knowledge-base/easyap365/application-install-guide/dynamicpoint-easyap365-app-deployment/) - Overview This article provides instructions for deploying the DynamicPoint EasyAP365 Invoice Automation application. Office 365 SharePoint Prerequisite Access Ensure the deploying Office 365 user is setup as Global Admin and has been assigned a license to the Office 365 product from within User Management. App Catalog From the Office 365 menu, navigate to the SharePoint
- [1 - DynamicPoint EasyEXP365 App Deployment](https://www.dynamicpoint.com/knowledge-base/easyexp365/application-install-easyexp365/dynamicpoint-easyexp365-app-deployment/) - Overview This article provides instructions for deploying the DynamicPoint EasyEXP365 Employee Expense Management application. Office 365 SharePoint Prerequisite Access Ensure the deploying Office 365 user is setup as Global Admin and has been assigned a license to the Office 365 product from within User Management. App Catalog From the Office 365 menu, navigate to the
- [Portal and Dataverse OAuth Authentication - Application Permissions](https://www.dynamicpoint.com/knowledge-base/portals/integrations/portal-and-dataverse-oauth-authentication-application-permissions/) - 1 Overview Microsoft has made OAuth authentication with Dataverse the preferred security method. This article outlines the steps required to setup OAuth authentication and configure the DynamicPoint Portal application to leverage this authentication method. Authentication to Dataverse through Azure AD requires an app registration in Azure AD, registration of the client ID of that app in Dataverse itself and
- [Portal and Business Central OAuth Authentication - Delegated Permissions](https://www.dynamicpoint.com/knowledge-base/portals/integrations/portal-and-business-central-oauth-delegated-authentication/) - 1 Overview Microsoft has made OAuth authentication with Business Central the preferred security method. This article outlines the steps required to setup OAuth authentication and configure the DynamicPoint Portal application to leverage this authentication method. 2 App Registration in Azure Logon to you Azure Portal Search for "App Registrations" Select New Registration Give the registration
- [Portal and Business Central OAuth Authentication - Application Permissions](https://www.dynamicpoint.com/knowledge-base/portals/integrations/portal-and-business-central-oauth-authentication-application-permissions/) - 1 Overview Microsoft has made OAuth authentication with Business Central the preferred security method. This article outlines the steps required to setup OAuth authentication and configure the DynamicPoint Portal application to leverage this authentication method. Authentication to BC through Azure AD requires an app registration in Azure AD, registration of the client ID of that
- [Key2Act (Wennsoft) Location Based Portal External User Onboarding](https://www.dynamicpoint.com/knowledge-base/portals/integrations/key2act-user-onboarding/) - 1 Overview This document provides a description on on-boarding a portal user externally. This is based on GP customers that have Key2Act and filter based on Customer Location. 2 Onboarding Portal External User GP – Key2Act Service Management Cards -> Service Management -> Contact Management Populate Contact name and Email Select Mass Assign You
- [3 - Install the EasyAP365 Custom Connector for Power Automate](https://www.dynamicpoint.com/knowledge-base/easyap365/application-install-guide/power-automate-custom-connector/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]Overview In order for Power Automate to query and update the DynamicPoint EasyAP365 Invoice Automation app, a custom connector is provided. This article outlines the steps to deploy this custom connector to your Power Automate environment.
- [Dynamics GP Web Service Objects for EasyAP365](https://www.dynamicpoint.com/knowledge-base/easyap365/integrations-easyap365/gp-webservices/) - 1 Overview This document provides in-depth instructions of how to deploy the DynamicPoint EasyAP365 and EasyAP365 custom Dynamics GP web service objects. The target audience is the set of individuals tasked with the initial installation of the application. 2 Dynamics GP Web Service Objects Deployment Environment The Dynamics GP Web Services have been successfully installed
- [Non Integrated Implementation](https://www.dynamicpoint.com/knowledge-base/easyap365/integrations-easyap365/non-integrated/) - 1 Overview This article covers the implementation of a non-ERP integrated EasyAP365 implementation. 2 Azure App Registration In order for the EasyAP365 app to be able to authenticate to SharePoint for a vendor list, an Azure App Registration is required. Access to vendors is implemented over OData and uses OAuth 2.0. Logon on to
- [Cancel Workflow Setup](https://www.dynamicpoint.com/knowledge-base/easyap365/configuration-guide-easyap365/cancel-workflow/) - To make a workflow cancellable in DynamicPoint's EasyAP365 product, there are three aspects of setup. First, the metadata for the approval workflow must be captured and written back to the invoice on the SharePoint app site. Second, a new cancel workflow must be created such that it can call the metadata of the original workflow
- [Administrator Guide - Microsoft Dynamics ERP](https://www.dynamicpoint.com/knowledge-base/easyap365/configuration-guide-easyap365/administrator-guide/) - 1 Overview This document provides an in-depth description of how to configure and administer the DynamicPoint AP Automation application for Microsoft Dynamics. Its target audience is the set of individuals tasked with the initial installation, configuration and ongoing maintenance of the application. 2 Settings When installed, the application creates its own group of configuration
- [Dynamics GP Web Service Objects for EasyEXP365](https://www.dynamicpoint.com/knowledge-base/easyexp365/integrations-easyexp365/dynamics-gp-web-service-objects/) - 1 Overview This document provides in-depth instructions of how to deploy the DynamicPoint EasyEXP365 and EasyEXP365 custom Dynamics GP web service objects. The target audience is the set of individuals tasked with the initial installation of the application. 2 Dynamics GP Web Service Objects Deployment Environment The Dynamics GP Web Services have been successfully installed
- [Administrator Guide](https://www.dynamicpoint.com/knowledge-base/easyexp365/configuration-guide-easyexp365/administrator-guide-2/) - 1 Overview This document provides an in-depth description of how to configure and administer the DynamicPoint Employee Expense application, EasyEXP365. Its target audience is the set of individuals tasked with the initial installation, configuration and ongoing maintenance of the application. 2 Settings When installed, the application creates its own group of configuration pages. These
- [Business Central EasyEXP365 Extension](https://www.dynamicpoint.com/knowledge-base/easyexp365/integrations-easyexp365/business-central-extension-2/) - 1 Overview This document provides instructions for installing the Business Central extension that provides additional integrations for the EasyEXP365 product. Two extensions must be installed. The first is a common one and then a product specific extension must be added. 2 Install Business Central Extension Download The Business Central extensions can be downloaded here. Common
- [Self-Signed Cert Creation](https://www.dynamicpoint.com/knowledge-base/general/security/self-signed-cert/) - 1 Overview To generate a self-signed cert with longer expiration date, like 5-10 years from now, a custom script which utilizes some built-in COM component is needed. We utilize the built-in COM components to provide platform independence, as different versions of Windows Server support different options in the original PowerShell command to create a self-signed
- [2 - Hybrid Connection Deployment Guide - Client](https://www.dynamicpoint.com/knowledge-base/general/networking/hybrid-connection-deployment-guide-client/) - 1 Overview This document provides an in-depth description of how to deploy the Hybrid Connection on a client environment in order for data from an On-Premise solution to be accessible. 2 Hybrid Connection Installation Install Hybrid Connection (Client) If Hybrid Connection has never been installed before then it needs to be downloaded and installed Navigate
- [Plaid Integration for Credit Card](https://www.dynamicpoint.com/knowledge-base/easyexp365/configuration-guide-easyexp365/plaid-integration/) - 1 Overview This document provides instructions for the configuration of the Plaid integration with EasyEXP365 for the sake of automatically receiving credit card transactions. 2 Plaid Configuration Page Plaid Configuration Page can be accessed from top right menu: Client ID, Secret and Environment Url should be copied from the profile in Plaid. Client ID
- [Search Configuration](https://www.dynamicpoint.com/knowledge-base/easyap365/configuration-guide-easyap365/search-configuration/) - Navigate to Maintenance page. Create search index list. This list will contain invoice combined data to be indexed by SharePoint and will be visible and accessible only for ‘DynamicPoint AP Automation Administrators’ group members. After successful creation, the list needs to be populated with the data of existing invoices. Pressing ‘Reindex List’ button will open
- [Search Syntax](https://www.dynamicpoint.com/knowledge-base/easyap365/configuration-guide-easyap365/search-syntax/) - Keyword Query Language EasyAP365 Search is based on SharePoint Search, which uses Keyword Query Language (KQL) for constructing and executing search queries. A KQL query consists of one or more of the following elements: Free-text keywords (search terms) – words or phrases Property restrictions Operators Free-text keywords Free-text KQL queries are case-insensitive. You can construct
- [EasyAP365 and D365 Finance Authentication](https://www.dynamicpoint.com/knowledge-base/easyap365/integrations-easyap365/easyap365-and-d365-finance-authentication/) - 1 Overview Microsoft has made OAuth authentication with Dynamics 365 Finance and Supply Chain Management the preferred security method. This article outlines the steps required to setup OAuth authentication and configure the DynamicPoint EasyAP365 application to leverage this authentication method. 2 App Registration in Azure Logon to you Azure Portal Search for "App Registrations" Select
- [EasyEXP365 and D365 Finance Authentication](https://www.dynamicpoint.com/knowledge-base/easyexp365/integrations-easyexp365/easyexp365-and-d365-oauth-authentication/) - 1 Overview Microsoft has made OAuth authentication with Dynamics 365 Finance and Supply Chain Management the preferred security method. This article outlines the steps required to setup OAuth authentication and configure the DynamicPoint EasyEXP365 application to leverage this authentication method. 2 App Registration in Azure Logon to you Azure Portal Search for "App Registrations" Select
- [End User Guide](https://www.dynamicpoint.com/knowledge-base/easyap365/configuration-guide-easyap365/invoice-management-end-user-guide/) - 1 AP Automation Home Page When installed, the application’s home page contains all invoices that have been uploaded or created directly within the app. Invoice Creation Selection of “+ New Invoice” will create new invoice fields for user population. Selection of New Invoice with attachment icon will immediately prompt user for an attachment Invoice List
- [NAV/BC Reporting Functions](https://www.dynamicpoint.com/knowledge-base/portals/integrations/nav-reporting-functions/) - Report Function Function Name of the report desired. The available are defined below: NAV Report Function Name 1304Mini Sales - Quote RMiniSQuote1304 1305Mini Sales - Order Conf. RMiniSOrdConf1305 1306Mini Sales - Invoice RMiniSInvoice1306 1307Mini Sales - Credit Memo RMiniSCreditMemo1307 5703Transfer Order RTransOrder5703 5704Transfer Shipment RTransShipment5704 5705Transfer Receipt RTransReceipt5705 5900Service Order RServOrder5900 5902Service Quote RServQuote5902 5911Service

## Events

- [2026 JAMIS Summit](https://www.dynamicpoint.com/events/2026-jamis-summit/) - Visit DynamicPoint at the 2026 JAMIS Summit in Orlando to explore powerful Microsoft 365 apps that simplify operations and boost efficiency.
- [Choosing the Right Deployment Model for Secure AP Automation](https://www.dynamicpoint.com/events/choosing-the-right-deployment-model-for-secure-ap-automation/) - Register for Session 1 of DynamicPoint’s 3-part webinar series and learn about EasyAP365, our AP invoice automation solution built for Microsoft 365.
- [Security & Data Privacy for AP Automation in Microsoft 365](https://www.dynamicpoint.com/events/security-data-privacy-for-ap-automation-in-microsoft-365/) - Learn how EasyAP365 leverages native Microsoft 365 security capabilities to protect AP invoice data in SaaS and private cloud-based environments. Register today.
- [ON DEMAND WEBINAR: Customer Portal for Government](https://www.dynamicpoint.com/events/upcoming-webinar-customer-portal-for-government/) - WEBINAR ON DEMAND: Customer Portal for Government. Join Mike Marcin as he features the DynamicPoint Customer Portal specific to the government industry. Watch now!
- [The Benefits of Using Microsoft 365 SharePoint for a Vendor Portal](https://www.dynamicpoint.com/events/the-benefits-of-using-microsoft-365-sharepoint-for-a-vendor-portal/) - Watch the on-demand webinar where we explore the use of Microsoft 365 SharePoint and DynamicPoint’s portal application to enable vendor portals.
- [Industry Applications of the DynamicPoint Customer and Vendor Portal](https://www.dynamicpoint.com/events/industry-applications-of-the-dynamicpoint-customer-and-vendor-portal/) - Join Mike Marcin as he analyzes the industry applications of the DynamicPoint Customer and Vendor SharePoint portal product. Register today!
- [AP Invoice Automation using Microsoft 365 with Power BI-Integrated Reporting](https://www.dynamicpoint.com/events/ap-invoice-automation-using-microsoft-365-with-power-bi-integrated-reporting/) - WEBINAR ON DEMAND: Learn how Power BI and Microsoft 365 together with DynamicPoint’s Invoice Automation app, can automate each step in your AP Invoice process.
- [Customer Order Management Using Office 365 Portal](https://www.dynamicpoint.com/events/customer-order-management-using-office-365-portal/) - Watch the webinar on demand: Discover how a Customer Portal can be used to provide your customers access to their existing orders, allow updates, and create new orders.
- [AP Automation for Dynamics 365 Finance/AX Comparison Showcase](https://www.dynamicpoint.com/events/ap-automation-comparison-showcase-for-dynamics-365-finance-ax-873/) - DynamicPoint is participating in the AP Automation for Dynamics 365 Finance/AX Comparison Showcase. Learn more and register!
- [AP Automation Comparison Showcase for Dynamics 365 BC (NAV)](https://www.dynamicpoint.com/events/ap-automation-comparison-showcase-for-dynamics-365-bc-nav/) - Watch the AP Automation Comparison Showcase for Dynamics 365 BC (NAV) and find the right solution to streamline your AP processes.
- [Webinar: Process Employee Expenses Using Microsoft Teams](https://www.dynamicpoint.com/events/upcoming-webinar-process-employee-expenses-using-microsoft-teams/) - Learn how Microsoft Teams and DynamicPoint’s Employee Expense Management app, EasyEXP365, can be used to automate your organization’s Employee Expense Management process.
- [UPCOMING WEBINAR: Vendor Portal for Government](https://www.dynamicpoint.com/events/upcoming-webinar-vendor-portal-for-government/) - Join Mike Marcin as he features the DynamicPoint Vendor Portal specific to the government industry. Learn more and register for the webinar!
- [WEBINAR ON DEMAND: Vendor Portal for Healthcare](https://www.dynamicpoint.com/events/upcoming-webinar-vendor-portal-for-healthcare/) - Join Mike Marcin as he features the DynamicPoint Vendor Portal specific to the healthcare industry. Register for the webinar today!
- [UPCOMING WEBINAR: Customer Portal for Healthcare](https://www.dynamicpoint.com/events/upcoming-webinar-customer-portal-for-healthcare/) - UPCOMING WEBINAR: Join Mike Marcin as he features the DynamicPoint Customer Portal specific to the healthcare industry.
- [WEBINAR ON DEMAND: Customer Portal for Manufacturing](https://www.dynamicpoint.com/events/upcoming-webinar-customer-portal-for-manufacturing/) - UPCOMING WEBINAR: Join Mike Marcin as he features the DynamicPoint Customer Portal specific to the manufacturing industry. Learn more and register today!
- [WEBINAR ON DEMAND: Vendor Portal for Manufacturing](https://www.dynamicpoint.com/events/vendor-portal-for-manufacturing/) - Join Mike Marcin for this webinar on demand as he features the DynamicPoint Vendor Portal specific to the manufacturing industry.
- [WEBINAR: Customer Portal for Service Industries](https://www.dynamicpoint.com/events/upcoming-webinar-customer-portal-for-service-industries/) - Join Mike Marcin as he features the DynamicPoint Customer Portal specific to the service industry. Watch the webinar today!
- [Process Employee Expenses Using Microsoft Teams](https://www.dynamicpoint.com/events/process-employee-expenses-using-microsoft-teams-2/) - Register for our upcoming webinar and learn how Microsoft Teams and DynamicPoint’s Employee Expense Management app, automates each step in your Employee Expense Management process.
- [Automate Invoice Data Extraction Using Azure AI](https://www.dynamicpoint.com/events/automate-invoice-data-extraction-using-azure-ai/) - Watch the webinar on-demand to learn how you can use Azure AI OCR with Microsoft 365 to automate your AP invoice processes.
- [Manage Employee Expenses Using Microsoft 365](https://www.dynamicpoint.com/events/manage-employee-expenses-using-microsoft-365/) - Learn how our EasyEXP365 Employee Expense Management solution (a Microsoft 365 based app) leverages the Microsoft Power Platform. Register for the webinar today!
- [Creating a Customer or Vendor Portal Solution On SharePoint](https://www.dynamicpoint.com/events/creating-a-customer-or-vendor-portal-solution-on-sharepoint/) - Discover how a DynamicPoint Customer Portal can be used to provide your customers with access to their existing orders, allow updates and more. Register for the webinar!
- [Automate AP Invoice Data Extraction Using Azure AI](https://www.dynamicpoint.com/events/automate-ap-invoice-data-extraction-using-azure-ai/) - Watch the on-demand webinar to learn how you can use Azure AI OCR with Microsoft Office 365 to automate your AP invoice processes.
- [Process AP Invoices Using Microsoft Teams](https://www.dynamicpoint.com/events/process-ap-invoices-using-microsoft-teams-2/) - Learn how Microsoft Office 365 and Teams together with DynamicPoint’s EasyAP365, can be used to automate each step in your organization’s AP Invoice process.
- [Vendor Management Using Office 365 Portal](https://www.dynamicpoint.com/events/vendor-management-using-office-365-portal-2/) - Join us for a focused webinar where we explore the use of Office 365 SharePoint and DynamicPoint’s portal application to enable vendor portals. Register today!
- [AP Automation Comparison Showcase for Dynamics 365 Finance (AX)](https://www.dynamicpoint.com/events/ap-automation-comparison-showcase-for-dynamics-365-finance-ax/) - Watch the AP Automation Comparison Showcase for Dynamics 365 Finance (AX) and find the right solution to streamline your AP processes.
- [Preview the Power of Business Portals!](https://www.dynamicpoint.com/events/preview-the-power-of-business-portals/) - Join us for a presentation to learn how to unlock the power of customer and vendor portals with Office 365 to streamline processes and increase efficiencies.
- [Manage AP Invoices Using Office 365](https://www.dynamicpoint.com/events/manage-ap-invoices-using-office-365-2/) - According to industry statistics, 80% of vendor invoices have an exception outside of the normal workflow. How can you handle these exceptions effectively and efficiently? Learn how our EasyAP365 Invoice Automation solution (an Office 365-based app) leverages the Microsoft Power Platform to address your AP challenges flexibly, easily, and cost-effectively. In this upcoming webinar, we
- [Customer Order Management Using Office 365](https://www.dynamicpoint.com/events/customer-order-management-using-office-365/) - Register for the webinar and learn how a Customer Portal can be used to provide your customers access to their orders, allow updates, and create new orders.
- [Manage AP Invoices Using Office 365](https://www.dynamicpoint.com/events/manage-ap-invoices-using-office-365-3/) - Upcoming Webinar: Join us for a deep dive into how our EasyAP365 product supports various purchasing, invoice receipt, and payment processest.

## Testimonials

- [EasyAP365 - Invoice Automation Testimony](https://www.dynamicpoint.com/testimonials/invoice-automation-testimony/) - I would like to personally thank you for your contributions to the successful implementation of DynamicPoint. Our Chief Information Officer mentioned “Great Work Team. Thank you for all your efforts. I received my first invoice for approval. The experience was awesome!” Joe Ruiz Finance Manager - SG360
- [Microsoft Dynamics and SharePoint Testimonial](https://www.dynamicpoint.com/testimonials/testimonial-1/) - Manufacturing customer testimonial that purchased DynamicPoint products and engaged with our implementation team. Using Dynamics GP and SharePoint.
- [DynamicPoint Implementation Partner Testimonial](https://www.dynamicpoint.com/testimonials/testimonial-5/) - Testimonial from DynamicPoint implementation partner organization. Explains implementation issue that DynamicPoint resolved.
- [DynamicPoint Implementation Team Testimonial](https://www.dynamicpoint.com/testimonials/testimonial-4/) - Medical industry customer complimenting DynamicPoint's Office 365 products and the value they provide.
- [DynamicPoint Office 365 Product Testimonial](https://www.dynamicpoint.com/testimonials/testimonial-3/) - Software company testimonial claiming that DynamicPoint delivers on what it promises and is committed to success.
- [Dynamics Service and Support Testimonial](https://www.dynamicpoint.com/testimonials/testimonial-2/) - Medical and dental industry customer complimenting our service team. Claims DynamicPoint is favorite supplier.

## Timeline

- [13. Go-Live & Production Support](https://www.dynamicpoint.com/timeline/13-go-live-production-support-3/)
- [12. User Training](https://www.dynamicpoint.com/timeline/12-user-training-3/)
- [11. Point to Production](https://www.dynamicpoint.com/timeline/11-point-to-production-2-2/)
- [10. Final Testing & Validation](https://www.dynamicpoint.com/timeline/10-final-testing-validation-3/)
- [9. EasyEXP365 Add-On Configuration](https://www.dynamicpoint.com/timeline/9-easyexp365-add-on-configuration/)
- [8. EasyEXP365 Foundation Configuration](https://www.dynamicpoint.com/timeline/8-easyexp365-foundation-configuration/)
- [7. Office 365 Setup](https://www.dynamicpoint.com/timeline/7-office-365-setup-2-2/)
- [6. Define Expense Accounting Integration](https://www.dynamicpoint.com/timeline/6-define-expense-accounting-integration/)
- [5. Finalized Workflow Approval Process](https://www.dynamicpoint.com/timeline/5-finalized-workflow-approval-process-2/)
- [4. Office 365 & ERP API Access](https://www.dynamicpoint.com/timeline/4-office-365-erp-api-access-3/)
- [3. Review Technical Landscape](https://www.dynamicpoint.com/timeline/3-review-technical-landscape-3/)
- [2. Validate Expense & Workflow Requirements](https://www.dynamicpoint.com/timeline/2-validate-expense-workflow-requirements/)
- [1. Kickoff Meeting](https://www.dynamicpoint.com/timeline/kickoff-meeting-3/)
- [13. Go-Live & Production Support](https://www.dynamicpoint.com/timeline/13-go-live-production-support-2/)
- [12. User Training](https://www.dynamicpoint.com/timeline/12-user-training-2/)
- [11. Point to Production](https://www.dynamicpoint.com/timeline/11-point-to-production-2/)
- [10. Final Testing & Validation](https://www.dynamicpoint.com/timeline/10-final-testing-validation-2/)
- [9. Portal Add-On Configuration](https://www.dynamicpoint.com/timeline/9-portal-add-on-configuration/)
- [8. Portal Foundation Configuration](https://www.dynamicpoint.com/timeline/8-portal-foundation-configuration/)
- [7. Office 365 Setup](https://www.dynamicpoint.com/timeline/7-office-365-setup-2/)
- [6. Define Data Integration & Workflow](https://www.dynamicpoint.com/timeline/6-define-data-integration-workflow/)
- [5. Finalized Branding & Portal Site Layout](https://www.dynamicpoint.com/timeline/5-finalized-branding-portal-site-layout/)
- [4. Office 365 & ERP API Access](https://www.dynamicpoint.com/timeline/4-office-365-erp-api-access-2/)
- [3. Review Technical Landscape](https://www.dynamicpoint.com/timeline/3-review-technical-landscape-2/)
- [2. Validate Data Service, Branding, & Workflow Requirements](https://www.dynamicpoint.com/timeline/2-validate-data-service-branding-workflow-requirements/)
- [1. Kickoff Meeting](https://www.dynamicpoint.com/timeline/kickoff-meeting-2/)
- [13. Go-Live & Production Support](https://www.dynamicpoint.com/timeline/13-go-live-production-support/)
- [12. User Training](https://www.dynamicpoint.com/timeline/12-user-training/)
- [11. Point to Production](https://www.dynamicpoint.com/timeline/11-point-to-production/)
- [10. Final Testing & Validation](https://www.dynamicpoint.com/timeline/10-final-testing-validation/)
- [9. EasyAP365 Add-On Configuration](https://www.dynamicpoint.com/timeline/9-easyap365-add-on-configuration/)
- [8. EasyAP365 Foundation Configuration](https://www.dynamicpoint.com/timeline/8-easyap365-foundation-configuration/)
- [7. Office 365 Setup](https://www.dynamicpoint.com/timeline/7-office-365-setup/)
- [6. Define Accounting Integration](https://www.dynamicpoint.com/timeline/6-define-accounting-integration/)
- [5. Finalized Workflow Approval Process](https://www.dynamicpoint.com/timeline/5-finalized-workflow-approval-process/)
- [4. Office 365 & ERP API Access](https://www.dynamicpoint.com/timeline/4-office-365-erp-api-access/)
- [3. Review Technical Landscape](https://www.dynamicpoint.com/timeline/3-review-technical-landscape/)
- [2. Validate Account & Workflow Requirements](https://www.dynamicpoint.com/timeline/2-validate-account-workflow-requirements/)
- [1. Kickoff Meeting](https://www.dynamicpoint.com/timeline/kickoff-meeting/)

## Shortcodes

- [EasyEXP365 |  Deployment](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-2-2-2-2)
- [EasyEXP365 |  Customer Acceptance](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-2-3-2)
- [EasyEXP365 | Installation & Configuration](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-3-2)
- [EasyEXP365 | Implementation Prerequisites](https://www.dynamicpoint.com/?wptl_scbd=6384-2-3-2)
- [EasyEXP365 | Project Initiation](https://www.dynamicpoint.com/?wptl_scbd=6384-3-2)
- [Portals | Implementation Prerequisites](https://www.dynamicpoint.com/?wptl_scbd=6384-2-3)
- [Portals |  Deployment](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-2-2-2)
- [Portals |  Customer Acceptance](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-2-3)
- [Portals | Installation & Configuration](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-3)
- [Portals | Project Initiation](https://www.dynamicpoint.com/?wptl_scbd=6384-3)
- [EasyAP365 |  Deployment](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-2-2)
- [EasyAP365 |  Customer Acceptance](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2-2)
- [EasyAP365 | Installation & Configuration](https://www.dynamicpoint.com/?wptl_scbd=6384-2-2)
- [EasyAP365 | Implementation Prerequisites](https://www.dynamicpoint.com/?wptl_scbd=6384-2)
- [EasyAP365 | Project Initiation](https://www.dynamicpoint.com/?wptl_scbd=6384)

## Categories

- [Dynamics GP](https://www.dynamicpoint.com/category/erp-and-crm/dynamics-gp/)
- [Microsoft Dynamics](https://www.dynamicpoint.com/category/erp-and-crm/microsoft-dynamics/)
- [Dynamics NAV](https://www.dynamicpoint.com/category/erp-and-crm/dynamics-nav/)
- [DynamicPoint News](https://www.dynamicpoint.com/category/dynamicpoint-news/)
- [Dynamics CRM](https://www.dynamicpoint.com/category/erp-and-crm/dynamics-crm/)
- [Office 365](https://www.dynamicpoint.com/category/office-365/)
- [Customer Portal](https://www.dynamicpoint.com/category/portals/customer-portal/)
- [Vendor Portal](https://www.dynamicpoint.com/category/portals/vendor-portal/)
- [Dynamics AX](https://www.dynamicpoint.com/category/erp-and-crm/dynamics-ax/)
- [Dynamics 365](https://www.dynamicpoint.com/category/erp-and-crm/dynamics-365/)
- [EasyAP365](https://www.dynamicpoint.com/category/easyap365/)
- [Employee Portal](https://www.dynamicpoint.com/category/portals/employee-portal/)
- [Job Cost Portal](https://www.dynamicpoint.com/category/portals/job-cost-portal/)
- [EasyEXP365](https://www.dynamicpoint.com/category/easyexp365/)
- [Portals](https://www.dynamicpoint.com/category/portals/) - Blog posts pertaining to DynamicPoint’s portal Office 365 app
- [ERP and CRM](https://www.dynamicpoint.com/category/erp-and-crm/) - Blog posts pertaining to ERP and CRM systems
- [MIP Fund Accounting](https://www.dynamicpoint.com/category/mip-fund-accounting/)
- [Accounts Payable](https://www.dynamicpoint.com/category/accounts-payable/)
- [Data Security](https://www.dynamicpoint.com/category/data-security/)
- [GCC](https://www.dynamicpoint.com/category/gcc/)
- [FedRAMP](https://www.dynamicpoint.com/category/fedramp/)
- [Healthcare](https://www.dynamicpoint.com/category/healthcare/)

## Tags

- [EasyAP365 Invoice Automation](https://www.dynamicpoint.com/tag/easyap365/)
- [EasyEXP365 Employee Expense Management](https://www.dynamicpoint.com/tag/easyexp365/)
- [Customer and Vendor Portal](https://www.dynamicpoint.com/tag/portal/)
- [Office 365](https://www.dynamicpoint.com/tag/office365/)
- [Power Apps](https://www.dynamicpoint.com/tag/power-apps/)
- [Power Automate](https://www.dynamicpoint.com/tag/power-automate/)
- [Vendor Portal](https://www.dynamicpoint.com/tag/vendor-portal/)
- [Customer Portal](https://www.dynamicpoint.com/tag/customer-portal/)
- [sharepoint](https://www.dynamicpoint.com/tag/sharepoint/)
- [accounts payable](https://www.dynamicpoint.com/tag/accounts-payable/)
- [ap automation](https://www.dynamicpoint.com/tag/ap-automation/)
- [invoice app](https://www.dynamicpoint.com/tag/invoice-app/)
- [erp system](https://www.dynamicpoint.com/tag/erp-system/)
- [employee portal](https://www.dynamicpoint.com/tag/employee-portal/)
- [expense app](https://www.dynamicpoint.com/tag/expense-app/)
- [accounts payable automation](https://www.dynamicpoint.com/tag/accounts-payable-automation/)
- [ERP](https://www.dynamicpoint.com/tag/erp/)
- [CRM](https://www.dynamicpoint.com/tag/crm/)
- [portal app](https://www.dynamicpoint.com/tag/portal-app/)
- [accounts payable app](https://www.dynamicpoint.com/tag/accounts-payable-app/)
- [Expense Management](https://www.dynamicpoint.com/tag/expense-management/)
- [corporate credit cards](https://www.dynamicpoint.com/tag/corporate-credit-cards/)
- [employee expense reports](https://www.dynamicpoint.com/tag/employee-expense-reports/)
- [Sage Intacct](https://www.dynamicpoint.com/tag/sage-intacct/)
- [expense reports](https://www.dynamicpoint.com/tag/expense-reports/)
- [employee expenses](https://www.dynamicpoint.com/tag/employee-expenses/)
- [AI](https://www.dynamicpoint.com/tag/ai/)
- [invoice automation](https://www.dynamicpoint.com/tag/invoice-automation/)
- [portals](https://www.dynamicpoint.com/tag/portals/)
- [security](https://www.dynamicpoint.com/tag/security/)
- [ERP Software Blog](https://www.dynamicpoint.com/tag/erp-software-blog/)
- [automate invoice](https://www.dynamicpoint.com/tag/automate-invoice/)
- [data extraction](https://www.dynamicpoint.com/tag/data-extraction/)
- [Azure AI](https://www.dynamicpoint.com/tag/azure-ai/)
- [Business Connectivity Resources](https://www.dynamicpoint.com/tag/business-connectivity-resources/)
- [data security](https://www.dynamicpoint.com/tag/data-security/)
- [Power BI](https://www.dynamicpoint.com/tag/power-bi/)
- [GCC](https://www.dynamicpoint.com/tag/gcc/)
- [invoice expense app](https://www.dynamicpoint.com/tag/invoice-expense-app/)
- [Copilot](https://www.dynamicpoint.com/tag/copilot/)
- [AI-Powered Portals](https://www.dynamicpoint.com/tag/ai-powered-portals/)
- [SPFx](https://www.dynamicpoint.com/tag/spfx/)
- [Microsoft 365](https://www.dynamicpoint.com/tag/microsoft-365/)
- [AP invoice data](https://www.dynamicpoint.com/tag/ap-invoice-data/)
- [AI Cyber Attacks](https://www.dynamicpoint.com/tag/ai-cyber-attacks/)
- [Azure Commercial](https://www.dynamicpoint.com/tag/azure-commercial/)
- [Azure Government](https://www.dynamicpoint.com/tag/azure-government/)
- [employee expense management](https://www.dynamicpoint.com/tag/employee-expense-management/)
- [corporate credit card](https://www.dynamicpoint.com/tag/corporate-credit-card/)
- [Power App](https://www.dynamicpoint.com/tag/power-app/)

## Knowledge Base categories

- [Portals](https://www.dynamicpoint.com/knowledge-base/portals/) - Customer, Vendor or Employee Portals
- [EasyEXP365](https://www.dynamicpoint.com/knowledge-base/easyexp365/) - Employee Expense Management
- [EasyAP365](https://www.dynamicpoint.com/knowledge-base/easyap365/) - AP Invoice Automation
- [Portal Web Part](https://www.dynamicpoint.com/knowledge-base/portal-web-part/)
- [Portal Reporting](https://www.dynamicpoint.com/knowledge-base/reporting/)
- [Portal API Configuration](https://www.dynamicpoint.com/knowledge-base/portal-api-configuration/)
- [Portal Integrations](https://www.dynamicpoint.com/knowledge-base/integrations/)
- [EasyEXP365 Application Install](https://www.dynamicpoint.com/knowledge-base/application-install-easyexp365/)
- [EasyEXP365 Configuration Guide](https://www.dynamicpoint.com/knowledge-base/configuration-guide-easyexp365/)
- [EasyEXP365 ERP Integrations](https://www.dynamicpoint.com/knowledge-base/integrations-easyexp365/)
- [EasyAP365 Application Install](https://www.dynamicpoint.com/knowledge-base/application-install-guide/)
- [EasyAP365 Configuration Guide](https://www.dynamicpoint.com/knowledge-base/configuration-guide-easyap365/)
- [EasyAP365 ERP Integrations](https://www.dynamicpoint.com/knowledge-base/integrations-easyap365/)
- [General](https://www.dynamicpoint.com/knowledge-base/general/) - General Application Administration
- [Networking](https://www.dynamicpoint.com/knowledge-base/networking/)
- [Admin](https://www.dynamicpoint.com/knowledge-base/admin/)
- [Tenant Admin](https://www.dynamicpoint.com/knowledge-base/tenant-admin/)
- [Security](https://www.dynamicpoint.com/knowledge-base/security/)
- [Portal API](https://www.dynamicpoint.com/knowledge-base/portal-api/)
- [Portal API Troubleshooting](https://www.dynamicpoint.com/knowledge-base/portal-api-troubleshooting/)

## Categories

- [On-Demand Events](https://www.dynamicpoint.com/mec-category/on-demand-events/)
- [Upcoming Events](https://www.dynamicpoint.com/mec-category/dynamicpoint-events/)

## Category

- [EasyAP365 Invoice Automation](https://www.dynamicpoint.com/timeline-category/easyap365-invoice-automation/)
- [EaspEXP365 Expense Management](https://www.dynamicpoint.com/timeline-category/easpexp365-expense-management/)
- [Portals](https://www.dynamicpoint.com/timeline-category/portals/)
- [Project Initiation](https://www.dynamicpoint.com/timeline-category/easyap365-project-initiation/)
- [Implementation Prerequisites](https://www.dynamicpoint.com/timeline-category/eaasyap-implementation-prerequisites/)
- [Installation & Configuration](https://www.dynamicpoint.com/timeline-category/easyap365-installation-configuration/)
- [Customer Acceptance](https://www.dynamicpoint.com/timeline-category/easyap365-customer-acceptance/)
- [Deployment](https://www.dynamicpoint.com/timeline-category/easyap365-deployment/)
- [Project Initiation](https://www.dynamicpoint.com/timeline-category/portal-project-initiation/)
- [Implementation Prerequisites](https://www.dynamicpoint.com/timeline-category/portal-implementation-prerequisites/)
- [Installation & Configuration](https://www.dynamicpoint.com/timeline-category/portal-installation-configuration/)
- [Customer Acceptance](https://www.dynamicpoint.com/timeline-category/portal-customer-acceptance/)
- [Deployment](https://www.dynamicpoint.com/timeline-category/portal-deployment/)
- [Project Initiation](https://www.dynamicpoint.com/timeline-category/easyexp35-project-initiation/)
- [Implementation Prerequisites](https://www.dynamicpoint.com/timeline-category/easyexp365-implementation-prerequisites/)
- [Installation & Configuration](https://www.dynamicpoint.com/timeline-category/easyexp365-installation-configuration/)
- [Customer Acceptance](https://www.dynamicpoint.com/timeline-category/easyexp365-customer-acceptance/)
- [Deployment](https://www.dynamicpoint.com/timeline-category/easyexp365-deployment/)