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What is The Portal Connector?

Integrating Dynamics CRM with The Portal Connector can significantly enhance your customer service experience. By seamlessly linking Microsoft Dynamics CRM and Dynamics 365 to a secure and customizable online portal, you can elevate the quality of service you provide to your customers. This user-friendly solution eliminates the need for any coding or complex programming. The Portal Connector boasts several key benefits, such as the ability to host your portal either online, in the cloud, or through a third-party provider. It is compatible with various versions of Dynamics CRM, including 2011, 2015, 2016, and Dynamics 360. Moreover, all data from CRM, including Custom Entities, is accessible for your portal solution. One license grants you access to unlimited Development, Testing, and User Acceptance Testing environments, which is a great advantage for businesses. The Portal Connector's design prioritizes ease of use, ensuring that no coding skills are necessary for implementation. End users have the convenience of authenticating into your portal through popular social media platforms like Facebook, LinkedIn, and Twitter. Additionally, developers benefit from an open API, allowing for extensive customization of every aspect of the solution. Ultimately, this combination empowers businesses to deliver a more responsive and tailored customer service experience.

What is DDP?

Dynamic Digital Publishing (DDP) offers a solution to revitalize mundane web documents and paper forms, turning them into captivating and animated flipbooks that engage your audience effectively. Our user-friendly online platform enables you to quickly transform your existing PDF files and forms, all while managing everything from a single, centralized interface. Additionally, our analytics tools provide insights into which content resonates best with your users, allowing for informed adjustments. We strive to simplify your workflow, improve the aesthetic quality of your online materials, and enhance your marketing reach! Bid farewell to uninspiring documents and welcome the era of stunning, interactive web publications from DDP. Begin the process of converting your current PDFs into visually appealing online documents that will charm your visitors. Not only can you host these documents on your own website, but your team will also have the ability to manage all published content through an intuitive web interface, featuring customizable access levels for different staff members. Create dynamic documents that empower visitors to choose their preferences, ensuring a personalized viewing experience that fosters engagement and encourages repeat visits. Transform your digital presence and captivate your audience today, and watch how it positively impacts your brand's recognition and reach!

Media

Media

Integrations Supported

Citizen RIMS

Integrations Supported

API Availability

API Availability

Pricing Information

$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

Dynamic Digital Publishing

Date Founded

2009

Company Location

New Zealand

Company Website

www.edocumentonline.com

Categories and Features

Content Management

Not specified

Document Management

Not specified

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Desktop Publishing

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management

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