Summary

The DynamicPoint Microsoft 365 Portal app enables live integration with Dynamics 365 Finance data from a SharePoint customer or vendor portal.

Overview

Are you interested in providing your customers or vendors a self service portal to save money? Do you spend too much time, energy, and resources on service inquiries that could be managed directly by the person requesting the information?

We have created the DynamicPoint Portal app that turns a Microsoft Office 365 SharePoint Extranet into a customer, vendor or employee portal with real time integration to Microsoft Dynamics 365 Finance.

You can allow secure interaction with your data including Inventory, Purchasing, Fulfillment, Support, Sales, Accounting and more. We leverage the power of the Office 365 SharePoint framework including such options as workflow, mobile apps and report generation, to deliver a robust and flexible self-service solution that is easy to use.

The DynamicPoint portal takes advantage of the extensibility of Office 365 by incorporating SharePoint branding, document libraries, integrated Power BI analytics, Microsoft Power Automate, and PowerApps to offer a fully configurable portal solution that can be tailored to your unique requirements.

Benefits

The options are endless, but to get you started here are some common portal functions:

Customer Portal

View order details and create new transactions
Manage company contact information
View inventory
Print statements
Pay invoices
Open support cases or return requests

Vendor Portal

View purchase orders and provide updates
Provide fulfillment status and shipping details
Manage inventory
Vendor onboarding, including W-9 and company forms
See existing payment status and submit new invoices
Share KPIs and performance goals

If you are interested in learning more and setting up a live demonstration, visit our site or schedule your live demo so we can see for yourself!

Microsoft Dynamics 365 Finance

This app supports all versions of Dynamics 365 Finance and Operations.

This app is supported in all countries, where Dynamics 365 Finance and Operations is available.

Supported Languages: This app is available in English and can be configured for other languages.

Customer and Vendor Portal for Microsoft Office 365 SharePoint

by DynamicPoint