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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

Citizen RIMS

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

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

Pricing Information

PEPY

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

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
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

Not specified

Document Management

Not specified

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Employee Engagement

Not specified

Employee Experience

Not specified

HR Case Management

Not specified

Human Resources

360 Degree Feedback
Performance Management
Self Service Portal

Knowledge Management

Cataloging / Categorization
Content Management
Decision Tree
Full Text Search
Knowledge Base Management
Self Service Portal

Portal

Chat
Collaboration
Content Management
File Sharing
Search

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