How DynamicPoint Leverages SharePoint, Power Automate, and Copilot Building a customer or vendor portal can prove to be a lot of work. The good news is that by using Microsoft 365 together with Copilot, you can harness AI’s new features to build much of it...
Most Accounts Payable professionals have heard at least one horror story where a vendor sends an email to update their ACH or payment detail information. You make the change in your accounting system and send the payment, only to find out later it wasn’t really your...
DynamicPoint has added credit card processing to its Microsoft Office 365-based customer portal solution. Now, in addition to viewing and printing existing invoices, customers can enter credit card and ACH payments directly on the portal. Chose Your Processing...
A common complement to DynamicPoint’s Office 365 Customer Portal is Contract Management. Leveraging the portal’s integration with various ERP applications, in conjunction with SharePoint document management and Power Automate workflows and connectors, you can apply...
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...
