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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 Dovetail Software?

Dovetail Software provides a comprehensive HR Service Delivery Experience that encompasses HR Case Management and an Employee Portal, along with robust reporting and analytics tools designed to help HR departments excel and fulfill the demands of contemporary HR teams. The focus on meeting these needs includes enhancing the overall employee experience while also streamlining the HR processes involved in delivering vital human resources services. Founded in 1996 in Austin, Texas, Dovetail initially concentrated on the CRM (Customer Relationship Management) sector, targeting customer service and support solutions for large enterprises. In 2008, the company shifted its emphasis to cater to global workforces by developing products specifically for HR Service Delivery. Today, Dovetail's offerings include an Employee Portal, HR Case Management, HR Knowledge Management, Reporting & Analytics, and various other tools aimed at improving human resources operations. This evolution reflects the company's commitment to adapting to the changing landscape of HR needs and enhancing the efficiency of HR teams worldwide.

Media

Media

Integrations Supported

Basecamp
Citizen RIMS
Clickatell
Microsoft Outlook
Oracle Artificial Intelligence
SAP Access Control
Twilio
Willis Towers Watson HR Portal Software
Workday Extend
X (Twitter)
XpertHR

Integrations Supported

Basecamp
Citizen RIMS
Clickatell
Microsoft Outlook
Oracle Artificial Intelligence
SAP Access Control
Twilio
Willis Towers Watson HR Portal Software
Workday Extend
X (Twitter)
XpertHR

API Availability

Has API

API Availability

Has API

Pricing Information

$14995.00/one-time
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

Dovetail Software

Date Founded

1995

Company Location

United States

Company Website

www.dovetailsoftware.com

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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