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Ratings and Reviews 0 Ratings
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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 IQubz Reporting & Analytics?
IQubz is a recognized Microsoft partner that focuses on providing consulting services for Microsoft Dynamics CRM, with an emphasis on aspects such as integration, customization, reporting, and analytics. They offer solutions that unify Dynamics CRM with critical systems like ERP and eCommerce platforms, thereby ensuring a smooth flow of business processes. Their proficiency includes sophisticated data handling techniques (ETL) through SQL Server Integration Services (SSIS). Furthermore, they generate contextual reports with SQL Server Reporting Services (SSRS) to provide clients with meaningful insights. The company also provides tailored customization services, creating CRM forms, workflows, and entity schema designs that align with specific client requirements. Through the application of .Net technology, IQubz develops bespoke applications and intricate import/export routines using Dynamics CRM web services. They excel in crafting personalized reports and tailored applications for Dynamics CRM, which empower businesses to effectively analyze their data. Additionally, they are adept at constructing custom data cubes that enhance the examination of Dynamics CRM and application data, as well as dynamic dashboards that showcase essential information in an accessible format. Ultimately, IQubz equips businesses with the tools needed to maximize the potential of Dynamics CRM through a diverse array of customized solutions, ensuring they can navigate their operational challenges with ease.
Integrations Supported
API Availability
API Availability
Pricing Information
$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Monthly Subscription.
Free Trial Offered?
Pricing Information
$59 per month
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
On-Site Training
Company Facts
Organization Name
Sylogist
Date Founded
1993
Company Location
Canada
Company Website
www.crmportalconnector.com
Company Facts
Organization Name
IQubz
Date Founded
2007
Company Location
United States
Company Website
www.iqubz.com/services/dynamics-crm-integration-reporting-analytics/
Categories and Features
Content Management
Not specified
Document Management
Not specified
Portal
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Reporting
Customizable Dashboard
Drill Down
Forecasting
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports