Key2Act Integrations

It is easy to access and share information from ERP or CRM systems with customers, vendors, or employees directly from a SharePoint portal. Data is protected by only showing the information that is relevant to the authenticated user. The Office 365 platform is the foundation of every DynamicPoint portal. Workflows can be combined with data collection forms to automate entire business processes. Customer satisfaction will rise with 24/7 self-service. Your partners will have a direct link to your staff so they can answer any questions immediately without having to call or email you. Our portal gives you access to all the business data in your ERP and CRM system. There are no syncs or replications. The data is displayed in real-time. The product is built on Microsoft Office 365. This allows you to access the entire suite of products, including Microsoft Power Automate For Workflow.

Flexible and many methods are available to capture vendor invoices, including mobile app, email, check request, or vendor portal options. Live integration to your ERP solution allows you to extract key data via OCR and predefined templates. You can create a robust invoice automation system using your existing Office 365 subscription, SharePoint and Microsoft Power Automate. This will allow you to lower your company's costs. Integration with Microsoft Power Automate workflows has been built in. We also integrate SharePoint security and design, Power App check request, integrated OCR and Microsoft Forms vendor registration. You most likely already have the platform. Our EasyAP365 app integrates with your ERP system. It creates the transaction immediately after the invoice has been approved. It supports both purchase orders as well as non-PO invoices. Your Microsoft Office 365 platform is used to create the product.

EasyEXP365 Employee expense management automates the process of capturing, coding, reviewing, and authorizing employee expense reports. It is much cheaper than other solutions and has the same functionality. The product uses Office 365, which includes SharePoint's document libraries and Power Automate workflow. It also makes it easy to use, while retaining all the functionality. The app can be integrated into your existing ecosystem to offer a seamless user experience that takes advantage of the many features offered by Microsoft Power Platform. You most likely already have a subscription to all this. Our EasyEXP365 app integrates with your ERP system. It instantly creates the correct transaction when an expense report has been approved. Employees can assign credit card transactions so that they can code to the appropriate GL accounts and add receipts.

DocLink automates and streamlines manual processes and automates transactions in accounts payable and other areas. DocLink, our document management solution and process automation software, will help you support your remote workforce. DocLink is a document management and process automation solution that helps companies manage their data. It automates workflows, streamlines processes, and goes paperless. DocLink allows you to digitally transform any department, including accounts payable, accounts receivables, human resources and sales order processing. Legal is also possible. DocLink gives you unlimited visibility, so you can easily manage all your documents, data and processes from anywhere. Improved communication with customers, vendors, and employees will be a benefit. DocLink will help you manage all aspects of your document lifecycle.

Quadra Maintenance Service Contract Quoting Tool leverages an equipment tasking library that allows for very high resolution maintenance agreements with very precise tasking. You have the option to choose! This system is flexible enough to meet any customer's needs, while avoiding the risks associated with maintenance agreements. Your customers will know exactly what to expect if you detail your scope of work in your contracts. Quadra Service Call Quoting & Surveying allows technicians to survey customer equipment and create recommendations and quotes while on-site. Only one entry is required. Once the data has been entered, it will be available for your technicians and your inside sales team to complete the quotation and provide your customer with the product.