DynamicPoint PortalsDynamicPoint
|
Intapp DocumentsIntapp
|
|||||
Related Products
|
||||||
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
Intapp Documents transforms Microsoft SharePoint into a content management system designed to support how your firm collaborates on engagement documents. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents. Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth, directly from Microsoft Outlook and SharePoint. Improve engagement delivery with content management workflows built for the way your firm works, all from Microsoft SharePoint and Outlook. Access a comprehensive view of client work with synchronized content across Microsoft 365. Increase ROI for your firm’s Microsoft 365 investment and maximize interoperability with other Intapp products.
|
|||||
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
Enterprises seeking a solution to optimize engagement delivery with simplified content management
|
|||||
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
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationDynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/
|
Company InformationIntapp
Founded: 2000
United States
www.intapp.com/documents/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
|
||||||
Integrations
Microsoft 365
Microsoft SharePoint
Acumatica Cloud ERP
Exact
Key2Act
MIP Cloud
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
|
Integrations
Microsoft 365
Microsoft SharePoint
Acumatica Cloud ERP
Exact
Key2Act
MIP Cloud
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
|
|||||
|
|
|