DynamicPoint PortalsDynamicPoint
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The Portal ConnectorSylogist
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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.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies and organizations seeking a solution to manage their data to collaborate with customers and vendors
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Audience
Companies that use Dynamics 365
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Pricing
$500 per month
Free Version
Free Trial
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Pricing
$14995.00/one-time
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/
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Company InformationSylogist
Founded: 1993
Canada
www.crmportalconnector.com
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Categories |
Categories |
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
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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
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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
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