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Customer and Vendor Portals: For Secure B2B Collaboration

DynamicPoint Portal App allows secure partner self-service with business data, reporting and document management content that is shared via a SharePoint Extranet. Connect real-time to information that exists in your ERP and other data sources.

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#1

Built on the World’s Largest App Platform

100%

of Access secured with Microsoft 365

98%

of Requirements Met

Built for Organizations With Real-World Security Concerns

Most Portal Collaboration tools assume your business is one size fits all. DynamicPoint’s portals are designed for organizations that are anything but.

If your team has to balance compliance, internal security controls, custom workflows, and data governance, this portal platform was built for you.

Private Collaboration

Access and share customer, vendor, or partner information from your ERP or other systems — directly from a SharePoint portal. Microsoft Access Management secures permissions to any resource

Process Automation

The Office 365 foundation gives you the power to combine Power Automate workflows and Copilot AI with data collection forms, streamlining manual business processes

Improve Relationships

Boost satisfaction and reduce costs with 24/7 self-service. Partners have direct, secure, and private connection to their data, without having to pick up the phone or send an email.

Industries We Serve

Trusted across highly regulated and security-focused industries

Research & Development

R&D organizations handle sensitive data tied to proprietary research, product development, and intellectual property.

DynamicPoint Portals keeps customer and vendor collaboration safe and secure. Portal access is managed tightly leveraging your Microsoft SharePoint tenant, reducing exposure and protecting intellectual property.

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Manufacturing

Manufacturers supporting defense, government, or regulated supply chains must maintain tight controls over vendor and customer relationships.

DynamicPoint Portals and Power Automate support complex partner collaboration requirements, without burdening operations.

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Public Utilities

Utilities operate under community regulatory oversight while managing strict access control and multiple approval layers.

Portals and Entra ID provides process automation that respects audit requirements, multi-factor authentication (MFA), and role based access controls (RBAC).

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Government

Government agencies require strict compliance, controlled access, and clear data residency boundaries.

Portals and Azure supports FedRAMP and DoD compliance by keeping data and access control within Microsoft Government Community Cloud (GCC) environments and aligning with government security standards.

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Healthcare

Healthcare organizations must protect financial data while meeting regulatory and audit requirements.

Portals and SharePoint supports HIPPA data privacy with secure partner self-service and tight access controls to mitigate unnecessary data exposure or compliance risk.

Finance & Banking

Financial institutions operate under constant scrutiny from regulators and auditors.

DynamicPoint Portals and Power Automate meet FFIEC regulations with highly traceable workflows, configurable partner interaction approval paths and strict process consistency without sacrificing efficiency.

Nonprofits & Professional Societies

Membership-driven organizations often inherit strict compliance requirements from the institutions they serve.

Portals with Power BI helps maintain partner transparency, reportability, and internal control to provide a simplified collaboration foundation to member professional organizations.

How Portals Offer

Our portal is a window to the business data that exists within your ERP and other data sources. There are no replications or syncs. Easily access real-time data for inventory, purchasing, fulfillment, support, sales, accounting, and more.

Microsoft 365 Extensibility

Enjoy full solution flexibility and configuration with Microsoft Power Automate for Workflow, Power BI for Analytics, Copilot for AI, and Power Apps for mobile extensions. Provide Payment Processing to accept credit cards, add chat services and enable electronic signatures.

Compliance Options

Deploy the portal specific to your compliance needs. Leverage Public, Private or Government Community Cloud (GCC) hosting. Host your portal to fit your technical ecosystem and industry mandated requirements.

SharePoint Compliance Management

Leverage SharePoint collaboration tools: Document libraries, workflows, news feeds, asset libraries, blogs, wikis, analytics, and so much more.

Report and File Exchange

Generate existing ERP/CRM reports and forms online — including sales orders, invoices, purchase orders, and spec sheets. Portal users can download or submit files directly.

Multi-Purpose: Customer, Vendor, and Partner

Use one application to create customer, vendor, and partner portals. Choose your intended audience with simple configuration. Easily view, modify, and create any data within your ERP/CRM system, through one portal.

How Do We Compare

To compare DynamicPoint’s portal solutions to alternatives, you have to look at the features of the applications to see how they measure up. View our competitive product analysis.

Video Walkthroughs

Get a closer look at SharePoint interface, Business Process Automation workflows, ERP web service integration, and more.

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Use Cases

Vendor Portal Use Cases

Vendor Data Management

View / Edit vendor contact information, including addresses, phone, personnel, tax exemption status

Order Management

View / Edit purchase orders, confirm receipt, print orders, update delivery status

Financial Management

View / Print invoices, monitor payment status, update ACH / payment details

Contract Management

Storage and maintenance of vendor contracts, expiration and renewal, electronic signature capture
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Document Collaboration

Sharing of request for proposal, technical specifications, W-9 and government forms, NDAs, data privacy and other vendor documents
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MORE VENDOR PORTAL USE CASES

Onboarding Automation

Workflow to manage vendor invitation, completion of NDAs, W-9s, vendor certification forms, risk evaluation

Service Provider Collaboration

View service cases, call summary, appointments, equipment location, resource assignment, job status

Vendor Certification and Compliance

Periodic review of certification requirements, licenses, compliance, legal status

RFP Management

Repository to review open RFP, submit questions and responses, gather requirements, manage timelines, issue and open item tracking

Third Party Logistic (3PL) or Fulfillment Collaboration

View inventory levels to determine fulfillment needs, visibility to inventory in transit, insight to advanced ship notifications and goods receipts

Contract Manufacturer Collaboration

View work / production orders, WIP, bill of materials and percent complete analysis

Vendor Performance

Periodic review of vendor performance, on-time delivery, reliability assessment, associated KPIs

Reporting and Analytics

Share dashboards and KPIs with vendors, generate reports

Vendor Collaboration

Satisfaction surveys, knowledgebases, blogs, wikis, forums, Q&A, case management

Customer Portal Use Cases

Customer Data Management

View / Edit customer contact information, including addresses, phone, personnel, tax registration

Financial Management

View / Print / Pay invoices and statements, monitor due and discount status, update ACH / payment details, application of credit memos

Order Management

View / Edit / Create sales orders, check order status, print orders, update prior to delivery

Contract Management

Storage and maintenance of customer contracts, expiration and renewal, with electronic signature capture
READ MORE

Document Collaboration

Sharing of sales contracts, terms and conditions, licensing agreements, insurance, financial forms and other customer documents
READ MORE

MORE CUSTOMER PORTAL USE CASES

Service Order Management

View / Edit / Create service orders, check order status, print call status, update resolution, view / schedule appointments and resource assignment

Onboarding Automation

Workflow to manage customer onboarding, completion of contracts, requirement forms, financial information, portal invitation and sharing

Customer Consignment Inventory

View inventory levels to determine replenishment needs, visibility to inventory in transit, insight to advanced ship notifications and goods receipts

Returns Management

Returns Management View / Edit / Create return orders, issue RMAs, check return status, print return confirmations

Customer History

Review of order history, payment discounts, purchase incentives, print customer statements, associated KPIs

Reporting and Analytics

Share dashboards and KPIs with customers, generate reports

Customer Collaboration

Satisfaction surveys, knowledgebases, blogs, wikis, forums, Q&A, case management

Built to Connect With Your Data

DynamicPoint Portals offer seamless, live integration with numerous ERPs and other data sources. If you don’t see your application here, contact us and we can help

Sage Intacct Expense Management Integration

Why DynamicPoint?

DynamicPoint is not selling your standard one-size-fits-all collaboration tool. Our team works with you to design, implement, and support a customer or vendor portal solution that fits your systems, your policies, and your future growth.

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Microsoft 365 Based

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B2B Partner Collaboration

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Regulated Industry Specialization

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ERP Integration

Pricing

$500

per month

For Initial Site License (Customer or Vendor)

$300

per month

For Additional Site Licences

*All prices listed in USD. Please contact us if you have any questions.

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Frequently Asked Questions

Why Use Office 365 for a Portal?

Microsoft Office 365 and the Power Platform provide the perfect framework as all the building blocks of a customer or vendor extranet are already there and our clients already own them. DynamicPoint Customer and Vendor Portal harnesses Office 365 features to provide a better solution at a lower cost than the competition. The interface and content sharing are provided by SharePoint, workflow is provided by Power Automate, business data by the ERP, security by Azure AD, mobility by Power Apps, and reporting by Power BI. All these products are the foundation of our customer’s business as well as our portal application.

Where is my data stored?

Your data is stored in the source ERP, CRM, or other database location where it lives. The portal is not replicating data but rather providing a window into this information.

How long does an implementation take?

Our standard implementation timeframe is from 4-6 weeks. This can vary based on the complexity of your portal and business automation requirements.

What is our implementation process?

Click here for our Implementation Process timeline!

Is the portal mobile friendly?

Yes, SharePoint modern pages are responsive so therefore the portal can be viewed on a variety of devices.

Does the portal include approval workflows?

Yes, the portal may trigger Microsoft Power Automate to handle your desired approval processes.

Can I set it up myself?

Yes, if you are familiar with Office 365 technology you can configure your own implementation.

Which ERP and CRM systems do you integrate with?

Check out our integration page for the full list of ERP and CRM applications we have integrated with our portal product. Please contact us if you don’t see yours.

Ready to get started?

Speak to one of our experts today and see how Portals can help your business save time and money.

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