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 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

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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$30 per month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Future Directors
Founded: 2015
Australia
www.futuredirectors.com

Alternatives

ElevatePoint

ElevatePoint

Coldwater Software

Alternatives

EasyAP365

EasyAP365

DynamicPoint

Categories

Portal Supported

Categories

Board Management Supported
Portal Supported

Portal Features

Chat Not Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Portal Features

Chat Not Supported
Collaboration Supported
Content Management Not Supported
Document Management Supported
File Sharing Supported
Search Supported

Board Management Features

Agenda Time Management Not Supported
Approval Process Management Not Supported
Board Assessment Not Supported
Calendar Management Supported
Collaboration Not Supported
D&O Questionnaires Not Supported
Document Management Supported
Electronic Signature Supported
For Nonprofits Supported
Member Directory Supported
Minutes Management Supported
Polls / Voting Supported
Role-Based Permissions Not Supported
Roles and Terms Not Supported
Single Sign On Not Supported
Skills Tracking Not Supported

Company Secretarial Features

Annual Filings Not Supported
Archiving & Retention Not Supported
Company Formation Not Supported
Company Register Not Supported
Dividend Administration Not Supported
Document Templates Supported
Important Dates Reminders Not Supported
Multi-Company Not Supported
Officer Management Not Supported
Shareholder Management Not Supported

Integrations

Epicor CMS Supported
Exact Supported
Key2Act Supported
MIP Cloud Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Dynamics GP Supported
Microsoft Entra ID Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
NetSuite Supported
Oracle Cloud Infrastructure Supported
QuickBooks Online Supported
SAP Cloud Platform Supported
SQL Server Supported

Integrations

Epicor CMS Not Supported
Exact Not Supported
Key2Act Not Supported
MIP Cloud Not Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Dynamics 365 Finance Not Supported
Microsoft Dynamics GP Not Supported
Microsoft Entra ID Not Supported
Microsoft Power Automate Not Supported
Microsoft Power BI Not Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported
NetSuite Not Supported
Oracle Cloud Infrastructure Not Supported
QuickBooks Online Not Supported
SAP Cloud Platform Not Supported
SQL Server Not Supported
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