Software Solutions Where You're in Control
A Single Portal for Consumers and Vendor
Introduction
With the help of the SharePoint Portal App, your clients and vendors may interact with real-time business data that is integrated into your ERP and CRM systems and easily access shared content.
Benefits
What Are the Benefits of Using a SharePoint Portal for Your Company?
Smooth Information Exchange
A secure SharePoint gateway that pulls data directly from your ERP or CRM makes it simple to access and share customer, vendor, or employee data. Safe and regulated access to all resources is guaranteed by Microsoft Entra ID.
Optimization of Processes
Utilize Office 365’s capabilities by combining Power Automate with form-based data collection to automate repetitive processes and simplify intricate business duties.
Improved Interaction with Partners and Customers
Provide relationship-building self-service options that are constantly accessible. Make it simple for partners and clients to get the information they require at any time, without requiring phone calls or emails.
ERP integration
With the use of a Microsoft Office 365-based B2B extranet,
SharePointscope’s Customer and Vendor Portal solution allows for real-time connectivity with ERP, CRM, or other database systems. We guarantee smooth data connectivity by using APIs from software providers or by working with CDATA Software (which provides connectors for systems without native access).
You have total control over what users can see or change thanks to the portal’s full CRUD (create, read, update, and delete) functionality. Depending on your settings, changes made via the portal can either be applied immediately or sent for approval.
Our application offers dynamic, adaptable access to company data and functions as a contemporary, Office 365-compatible substitute for the company Data Connectivity (BDC) service. Some of the often integrated platforms are listed below. Please get in touch if your system is not on the list; we probably have a feasible integration solution for you.
Features
Advantages of a Self-Service Portal
Based on Microsoft 365
Benefit from Microsoft’s robust tools, such as Power Apps for mobile-ready experiences, Power BI for dashboards and reporting, and Power Automate for processes.
Adaptable and Expandable Architecture
Tailor the portal to your specific requirements. Add features such as payment gateways, chat support, e-signatures, or other third-party integrations to expand functionality.
Access to Documents and File Submission
Permit users to access reports created by ERP/CRM online, including sales orders, POs, invoices, and specifications. Allow safe file downloads and uploads via the site itself.
One-Stop Shop for Clients, Suppliers, and Workers
Provide a centralized solution that can be used by internal teams, suppliers, and customers. From a single platform, easily configure user access and allow real-time interaction with ERP/CRM data.
ERP/CRM Connectivity in Real Time
Without synchronization or duplicating, get immediate access to business-critical data straight from your ERP or CRM. See real-time data from several departments, including finance, customer support, sales, purchasing, and inventory.
Strong Features for SharePoint Content
To improve user experience and productivity, make use of SharePoint’s collaboration features, such as document storage, approval workflows, news updates, digital asset libraries, wikis, blogs, and analytics.
