DynamicPoint PortalsDynamicPoint
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Intapp DocumentsIntapp
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Related Products
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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.
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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.
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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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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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Audience
Companies and organizations seeking a solution to manage their data to collaborate with customers and vendors
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Audience
Enterprises seeking a solution to optimize engagement delivery with simplified content management
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$500 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationDynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/
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Company InformationIntapp
Founded: 2000
United States
www.intapp.com/documents/
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Categories |
Categories |
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Portal Features
Chat
Not Supported
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
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Integrations
Microsoft 365
Supported
Microsoft SharePoint
Supported
Acumatica Cloud ERP
Supported
Key2Act
Supported
MIP Cloud
Supported
Microsoft Copilot
Not Supported
Microsoft Dynamics 365
Supported
Microsoft Dynamics 365 Business Central
Supported
Microsoft Dynamics 365 Finance
Supported
Microsoft Dynamics GP
Supported
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Integrations
Microsoft 365
Supported
Microsoft SharePoint
Supported
Acumatica Cloud ERP
Not Supported
Key2Act
Not Supported
MIP Cloud
Not Supported
Microsoft Copilot
Supported
Microsoft Dynamics 365
Not Supported
Microsoft Dynamics 365 Business Central
Not Supported
Microsoft Dynamics 365 Finance
Not Supported
Microsoft Dynamics GP
Not Supported
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