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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Accessing and sharing information about customers, vendors, or employees from your ERP or CRM systems is effortless through a SharePoint portal. The system ensures data security by only showing pertinent information to authenticated users. By utilizing the Office 365 platform, which serves as the backbone for all DynamicPoint portals, businesses can integrate workflows alongside data collection forms, streamlining entire operations. With self-service capabilities available around the clock, customer satisfaction is bound to improve significantly. Additionally, partners can connect directly with your team, allowing for immediate responses to queries in real-time without the need for phone calls or emails. Our portal serves as a gateway to the business data housed within your ERP and CRM systems, eliminating the need for data replication or synchronization. The information is presented in real-time, ensuring accuracy and timeliness. Built on the Microsoft Office 365 platform, users can also take full advantage of the suite's offerings, including Microsoft Power Automate for enhanced workflow automation. This seamless integration not only maximizes productivity but also fosters a collaborative environment that can adapt to evolving business needs.

Description

Consolidate all your events from various sources such as Exchange Calendar (Outlook), Google Calendar, SalesForce Calendar, SharePoint Lists, SQL Tables, and XML into a single, user-friendly interface that offers diverse viewing options for easier navigation and reference. Seamlessly manage multiple Office 365 Calendars within SharePoint Online and MS Teams using the Virto Calendar Overlay App, which ensures quick access to all your calendars from one central hub. Enhance the efficiency of your marketing team by utilizing two innovative Virto applications. Streamline your SharePoint tasks with a comprehensive and customizable project management solution that allows for tasks to be displayed and organized in a Gantt chart format. The Office 365 Gantt Chart App enables you to visualize the relationships between your team's tasks over time by converting SharePoint list items into a Gantt chart view. Additionally, the SharePoint Bulk File Upload Web Part simplifies the process of uploading numerous files or documents to a SharePoint document library, making file management straightforward and efficient. This integration not only improves productivity but also enhances collaboration across departments, ensuring that everyone stays on the same page.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Acumatica Cloud ERP No 
Epicor CMS No 
Exact No 
Key2Act No 
MIP Cloud No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics 365 Finance No 
Microsoft Dynamics GP No 
Microsoft Entra ID No 
Microsoft Power BI No 
Microsoft SharePoint No 
Microsoft Teams No 
NetSuite No 
Oracle Cloud Infrastructure No 
QuickBooks Online No 
SAP Cloud Platform No 
SQL Server No 

Pricing Details

$500 per month
Free Trial No 
Free Version No 

Pricing Details

$299 one-time payment
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DynamicPoint

Country

United States

Website

www.dynamicpoint.com/customer-and-vendor-portal/

Vendor Details

Company Name

VirtoSoftware

Founded

2000

Country

United States

Website

www.virtosoftware.com

Product Features

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

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