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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.

Media

Media

Integrations Supported

Citizen RIMS

Integrations Supported

Citizen RIMS

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$59 per month
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

IQubz

Date Founded

2007

Company Location

United States

Company Website

www.iqubz.com/services/dynamics-crm-integration-reporting-analytics/

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

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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