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Add Reporting and Analytics with a Customer or Vendor Portal

Add Reporting and Analytics with a Customer or Vendor Portal

by dynamicpoint | Dec 19, 2024 | Portals

In addition to sharing data from your ERP or CRM system, Customer and Vendor Portals can offer the distribution of reports and analytics – such as a sales order or monthly statement with your customers, or a vendor performance dashboard with your suppliers. With...
Looking for a Simple Portal? Please Don’t Use Office 365

Looking for a Simple Portal? Please Don’t Use Office 365

by dynamicpoint | Dec 19, 2024 | Customer Portal, Employee Portal, Job Cost Portal, Portals, Vendor Portal

Looking for a simple portal? Please don’t use Office 365! Using Office 365 SharePoint for a basic customer or vendor portal is like buying a Lamborghini to go to the grocery store.  Not that it wouldn’t work but are you really getting the value out of your investment...
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