DynamicPoint Portals

DynamicPoint Portals

DynamicPoint
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About

Easy to access and share customer, vendor, or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured by displaying only the relevant information for the authenticated user. By leveraging the Office 365 platform, which provides the foundation for every DynamicPoint portal, workflows can be added in conjunction with data collection forms to automate entire business processes. With 24/7 self-service, customer satisfaction will increase. Partners will have a direct connection to your staff, so you can answer any questions they have immediately in real-time without having to pick up the phone or send an email. Our portal is a window to the business data that exists within your ERP and CRM system. There are no replications or syncs. The data is displayed in real time. The product is based on your Microsoft Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow.

About

Improve your Customer Service with Dynamics CRM and The Portal Connector. Seamless integration between Microsoft Dynamics CRM or Dynamics 365 with a secure and customizable Online Portal means you are able to provide more effective Customer Service—faster. Easy to use, no need for coding, custom programming, or other complex technical requirements. Key advantages of The Portal Connector include: • Host your portal onsite, in the cloud or third party hosting provider • Works with Dynamics CRM 2011, 2013, 2015, 2016, Dynamics 365 • All data in CRM, including Custom Entities can be used in your portal solution • One license includes unlimited Dev/Test/UAT environments • The Portal Connector is easy to use and does not require any coding skills • End Users can authenticate to your portal with Facebook, LinkedIn, Twitter and custom authentication methods • Our open API allows developers to customize every aspect of the solution

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and organizations seeking a solution to manage their data to collaborate with customers and vendors

Audience

Companies that use Dynamics 365

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version
Free Trial

Pricing

$14995.00/one-time
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/

Company Information

Sylogist
Founded: 1993
Canada
www.crmportalconnector.com

Alternatives

ElevatePoint

ElevatePoint

Coldwater Software

Alternatives

EasyAP365

EasyAP365

DynamicPoint
DynamicPoint Portals

DynamicPoint Portals

DynamicPoint
BoxesOS

BoxesOS

Epazz
JBoss Portal

JBoss Portal

Red Hat

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

Acumatica Cloud ERP
Citizen RIMS
Exact
Key2Act
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SAP Cloud Platform
SQL Server

Integrations

Acumatica Cloud ERP
Citizen RIMS
Exact
Key2Act
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power BI
Microsoft Teams
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SAP Cloud Platform
SQL Server
Claim DynamicPoint Portals and update features and information
Claim DynamicPoint Portals and update features and information
Claim The Portal Connector and update features and information
Claim The Portal Connector and update features and information