Customer, Vendor & Employee Portal for Office 365
App that allows integration with Dynamics 365 Finance and Operations data with a SharePoint Extranet
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 and Operations.
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 (previously Flow), and PowerApps to offer a fully configurable portal solution that can be tailored to your unique requirements.
Here at DynamicPoint, we have been in business for over a decade working with amazing brands and organizations to expand the reach of their ERP and CRM system using SharePoint.
The options are endless, but to get you started here are some common customer portal functions:
- View order details and create new transactions
- Manage company contact information
- View inventory
- Print statements
- Pay invoices
- Open support cases or return requests
For a supplier or vendor portal, common uses include:
- 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 at www.dynamicpoint.com to schedule your free consultation so we can discuss your situation in detail.
This app supports the Essentials and Premium Editions of Dynamics 365 Business Central.
This app is supported in all countries, where Business Central is available.