DynamicPoint Customer and Vendor Portal logo

DynamicPoint Customer and Vendor Portal

by DynamicPoint · Since 2010
No reviews yet
ActiveAvailable globallyCloudOn-premise
Quick facts
VendorDynamicPoint
Year launched2010
StatusActive
Location65 Pine Ave., #379, Long Beach, CA 90802
Countries servedGlobal
Languages4
Integrations
Free tierNO
Free trialNO
Contact salesYES
Last reviewed: Jun 2026

About DynamicPoint Customer and Vendor Portal

A web-based B2B collaboration platform built on Microsoft 365 and SharePoint. It integrates with ERP systems to provide secure, self-service portals for customers and vendors to manage orders, invoices, and documents.

DynamicPoint Customer and Vendor Portal is a web-based B2B collaboration platform built on Microsoft 365 and SharePoint. It is designed for organizations that require secure, compliant, and flexible portal solutions that integrate directly with their existing ERP systems. By leveraging the Microsoft Power Platform, the portal allows businesses to automate processes such as order management, invoice tracking, and vendor onboarding. It is particularly well-suited for highly regulated industries like healthcare, finance, and government, where data security and auditability are critical. The platform offers extensive extensibility through Power Automate for workflows, Power BI for analytics, and Copilot for AI, enabling organizations to customize the portal to their specific operational needs. Pricing is structured as a monthly fee per site license, with additional one-time configuration packages available. Support is provided through a live helpdesk, maintenance plans, and an online knowledgebase.

Pros & Cons

What users like
  • +Integrates directly with ERP systems to provide real-time data access without data replication.
  • +Leverages the Microsoft 365 ecosystem for security, compliance, and workflow automation.
  • +Supports highly regulated industries with options for private or government community cloud hosting.
  • +Provides a unified platform for managing both customer and vendor interactions.
  • +Offers flexible configuration options to meet specific business and compliance requirements.
What users flag
  • Pricing for configuration and add-ons is provided as an estimate rather than a fixed public price.
  • Requires an existing Microsoft 365 subscription and SharePoint environment for deployment.
  • Initial setup and configuration may require technical expertise to align with specific ERP workflows.

Features

Key features

Secure B2B Collaboration
Provides customers and vendors with 24/7 access to orders, invoices, and documents.
ERP Integration
Connects directly to ERP systems to provide real-time data access without replication.
Process Automation
Utilizes Microsoft Power Automate to streamline workflows and data collection.
Compliance Management
Supports regulatory requirements like HIPAA, GDPR, and FedRAMP through secure hosting.
Self-Service Portal
Enables partners to view and manage their own data, reducing manual administrative requests.

Additional features

Vendor Data Management
Allows viewing and editing of contact information and tax status.
Order Management
Facilitates viewing, confirming, and updating purchase orders and delivery status.
Financial Management
Provides access to invoices and payment status monitoring.
Contract Management
Supports storage, renewal tracking, and electronic signature capture for contracts.
Document Collaboration
Enables sharing of request for proposal, technical specifications, and government forms.
Onboarding Automation
Manages vendor invitations and certification workflows.
Service Provider Collaboration
Tracks service cases, appointments, and resource assignments.
RFP Management
Provides a repository for managing open RFPs and tracking responses.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Foundation

flat

USD 5,000

  • Application Install & Site Setup
  • Email & Upload Invoice Submission
  • Basic Accounting Setup
  • Standard Workflow Approval Template
Source: vendor pricing page

Countries & Languages

Global
Countries served
4
Interface languages
1
Billing currencies

Interface languages

EnglishDutchRussianJapanese

Billing currencies

🇺🇸USD

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