DynamicPoint PortalsDynamicPoint
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EasyAP365DynamicPoint
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Related Products
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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
Capture vendor invoices with flexible and numerous methods, including email, check request, mobile app, or vendor portal options. Extract key data using OCR and predefined app templates for automation with live integration to your ERP solution. By using your existing Office 365 subscription in conjunction with SharePoint and Microsoft Power Automate, you can achieve a robust invoice automation system with lower costs to your company. We have built-in integration with Microsoft Power Automate workflows, SharePoint security, and design, Power App check requests, integrated OCR, and Microsoft Forms vendor onboarding. All this using a platform that you most likely already own. Our EasyAP365 app is integrated with your ERP system. When the invoice is approved it immediately creates the appropriate transaction in real-time and supports both purchase orders and non-PO invoices. The product is based on your Microsoft Office 365 platform.
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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
Microsoft 365 users and companies seeking a solution to automate invoices and improve their workflow
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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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Screenshots and Videos |
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Pricing
$500 per month
Free Version
Free Trial
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Pricing
$.45 per invoice
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 InformationDynamicPoint
United States
www.dynamicpoint.com/easyap365/
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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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Accounts Payable Features
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management
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Integrations
Acumatica Cloud ERP
Epicor CMS
Exact
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
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Integrations
Acumatica Cloud ERP
Epicor CMS
Exact
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
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