Portals for Microsoft Dynamics 365 Finance and Operations
Are you a Dynamics 365 Finance and Supply Chain Management user and looking to provide your business customers or vendors with a 24/7 self-service online portal solution? Did you think an enterprise grade extranet platform was out of your reach? What if there was an option to leverage what you already own to share content and data directly from Dynamics 365 Finance? That is exactly what DynamicPoint has accomplished. We have brought together Dynamics FO, Office 365, and lastly, our SharePoint Portal app to provide an extensible Office 365 SharePoint based business-to-business (B2B) portal solution to share data, reports, and enable business automation with full compatibility to Dynamics 365 Supply Chain Management.
What are Dynamics 365 Finance and Supply Chain Management Portal Examples?
A D365FO portal allows your customers or vendors to interact with content that you have shared with them. This may include files, videos, events, or information from Dynamics 365 Finance.
Here are some common examples:
SharePoint Portal Working with Dynamics 365 FO
| Customer Portal | Vendor Portal |
| D365FO Sales Orders | D365FO Purchase Orders |
| D365FO Service Cases | D365FO Shipments |
| D365FO Customer Invoices | D365FO Vendor Invoices |
| D365FO Customer Inventory | D365FO Supplier Inventory |
How does DynamicPoint’s SharePoint Portal work with Dynamics 365 Finance?
DynamicPoint’s approach is to fully support Dynamics 365 FO as the accounting system of record. We query all data directly from the application, as well as include the ability to edit or create transactions. There are no syncs or data being moved from one system to the other. We instead use live integration to deliver seamless Dynamics 365 Supply Chain Management compatibility.
Want to learn more?
Check out our recent demo videos, view product details or schedule a 1:1 product demonstration.