Are repetitive customer service tasks impeding productivity?

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Tired of Reprinting Invoices? Sending Statements? Distributing Reports?

DynamicPoint’s 24/7 self-service portals for Dynamics 365, AX, GP & NAV allow for streamlined customer and vendor communications by allowing access to mission critical information such as: sales orders, services orders, purchase orders, invoices, inventory, contracts and more. Not only have people come to expect immediate access to their information but a portal will contribute to bottom line savings while allowing employees to spend less time on the phone or email dealing with these typical, repetitive customer service requests. See below how Summit Fertilizer is leveraging their SharePoint Portal to improve communications with their customer base.

Issue Statements. Summit Fertilizer was challenged by supplying customer’s statements which pulled key finance resources off more pressing tasks at the end of each month. They now extend a personalized, secure portal to each of their customers so they may access and print statements online, on demand.

Reprinting of Invoices. Finance is often challenged with the frequent request to confirm open invoices and/or supply a historical payment record. Now is the time to curb the calls to finance, stop the flood of emails and allow your customers to access and even print open invoices!

Report Distribution.You have leveraged Business Analysts time and again to develop the reports needed to track customer activities but why not share them! That option now exists because DynamicPoint’s seamless integration between your existing Microsoft Dynamics ERP information and the SharePoint portal uses web services to allow for, in the case of Summit Fertilizers, the publication of Dynamics reports delivering immediate access to Dynamics NAV reports for a more effective and profitable customer service experience.

Plus, there is zero disconnect! The portal presents an extension of the organization as you are able to brand the portal to your current look and feel with logo’s, color schemes and web parts populating the appropriate management staff per organization. Putting Summit Fertilizer back in the spotlight here allows us to highlight how easily you are able to extend your corporate branding from your website to a secure Customer or Vendor Portal.

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Register today for a 15 Minute SharePoint Portal Webinar on October 17th, 2017 at 11am PST to learn more. Register today!

By Mike Marcin, DynamicPoint
SharePoint PurchaseInvoiceExpense Portal applications built exclusively for Dynamics ERP & CRM Solutions.


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