DynamicPoint PortalsDynamicPoint
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Related Products
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DynamicPoint Portals:
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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File Request Pro:
About
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.
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DynamicPoint Portals:
Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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File Request Pro:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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DynamicPoint Portals:
Audience
Companies and organizations seeking a solution to manage their data to collaborate with customers and vendors
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File Request Pro:
Audience
Organizations that need a document collection platform
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DynamicPoint Portals:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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File Request Pro:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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DynamicPoint Portals:
API
Offers API
Not Supported
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File Request Pro:
API
Offers API
Supported
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DynamicPoint Portals:
Screenshots and Videos |
File Request Pro:
Screenshots and Videos |
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DynamicPoint Portals:
Pricing
$500 per month
Free Version
Not Supported
Free Trial
Not Supported
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File Request Pro:
Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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DynamicPoint Portals:
Reviews/
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File Request Pro:
Reviews/
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DynamicPoint Portals:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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File Request Pro:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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DynamicPoint Portals:
Company InformationDynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/
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File Request Pro:
Company InformationFile Request Pro
Founded: 2019
United States
filerequestpro.com
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DynamicPoint Portals:
Alternatives |
File Request Pro:
Alternatives |
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DynamicPoint Portals:
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File Request Pro:
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File Request Pro:
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DynamicPoint Portals:
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DynamicPoint Portals:
Categories |
File Request Pro:
Categories |
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DynamicPoint Portals:
Portal Features
Chat
Not Supported
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
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DynamicPoint Portals:
Integrations
Microsoft SharePoint
Supported
Acumatica Cloud ERP
Supported
Epicor CMS
Supported
Google Drive
Not Supported
Key2Act
Supported
MIP Cloud
Supported
Microsoft Dynamics 365
Supported
Microsoft Dynamics 365 Finance
Supported
Microsoft Dynamics GP
Supported
Microsoft OneDrive
Not Supported
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File Request Pro:
Integrations
Microsoft SharePoint
Supported
Acumatica Cloud ERP
Not Supported
Epicor CMS
Not Supported
Google Drive
Supported
Key2Act
Not Supported
MIP Cloud
Not Supported
Microsoft Dynamics 365
Not Supported
Microsoft Dynamics 365 Finance
Not Supported
Microsoft Dynamics GP
Not Supported
Microsoft OneDrive
Supported
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DynamicPoint Portals:
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File Request Pro:
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