SharePoint, and specifically SharePoint Online (Office 365), are natural platforms for delivering Customer Portals.  So much of the functionality that companies want to extend to their customers, including workflow, document management, analytics, etc., are available right out of the box.  The part that is missing, and where DynamicPoint comes in, is the integration with Microsoft Dynamics AX, CRM, GP, NAV and Dynamics 365 by extending such items as inventory, sales orders, and payment status.

In today’s video we demonstrate how you can integrate key data using a no-code configurable product available on the Office Store.  This is a great way to get started in sharing some information with your customers.  As your requirements get more sophisticated such that you require real time data queries, workflow approval process, and the ability to edit information, that is where DynamicPoint has you covered. Watch below!

 

By Mike Marcin, DynamicPoint
SharePoint PurchaseInvoiceExpense Portal applications built exclusively for Dynamics ERP & CRM Solutions.