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

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/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

Intapp
Founded: 2000
United States
www.intapp.com/documents/

Alternatives

ElevatePoint

ElevatePoint

Coldwater Software

Alternatives

EasyAP365

EasyAP365

DynamicPoint
imDocShare

imDocShare

KLoBot
ProjectReady Central

ProjectReady Central

ProjectReady

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
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Word
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SAP Cloud Platform
SQL Server

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
Microsoft Outlook
Microsoft Power Automate
Microsoft Power BI
Microsoft Word
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SAP Cloud Platform
SQL Server
Claim DynamicPoint Portals and update features and information
Claim DynamicPoint Portals and update features and information
Claim Intapp Documents and update features and information
Claim Intapp Documents and update features and information