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

A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.

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

Organizations looking for a board management platform to save time, money and optimize effectiveness

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

$30 per month
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

Future Directors
Founded: 2015
Australia
www.futuredirectors.com

Alternatives

Alternatives

ElevatePoint

ElevatePoint

Coldwater Software
EasyAP365

EasyAP365

DynamicPoint

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Board Management Features

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Company Secretarial Features

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Integrations

Acumatica Cloud ERP
Epicor CMS
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 SharePoint
Microsoft Teams
NetSuite
QuickBooks Online
SAP Cloud Platform
SQL Server

Integrations

Acumatica Cloud ERP
Epicor CMS
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 SharePoint
Microsoft Teams
NetSuite
QuickBooks Online
SAP Cloud Platform
SQL Server
Claim DynamicPoint Portals and update features and information
Claim DynamicPoint Portals and update features and information
Claim Future Directors and update features and information
Claim Future Directors and update features and information