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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 InfoCenter?

InfoCenter is a versatile and intuitive self-service web portal designed for organizations to securely exchange documents and records from multiple sources. This platform offers extensive monitoring of user engagement, capturing intricate search histories and providing access to related data and documents. As a result, it serves a wide range of purposes, including the handling of requests for public, student, or employee records, as well as resources that assist in customer service and inquiries regarding invoice payments. Featuring a highly adaptable authentication system, InfoCenter guarantees that both external and internal users can selectively access content, all while maintaining the security of sensitive internal information and systems. This level of oversight is crucial for managing public record requests alongside confidential information, enabling your organization to comply with regulatory requirements and legal obligations effectively. In essence, InfoCenter empowers your business to deliver pertinent information to the right users at the optimal time, thereby improving overall operational efficiency. By offering such flexibility, InfoCenter emerges as an essential resource for organizations aiming to refine their information-sharing processes and enhance user satisfaction. Furthermore, its user-friendly interface encourages wider adoption across various departments, ensuring that all teams can benefit from its capabilities.

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

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

Not specified

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

ICM Document Solutions

Date Founded

1988

Company Location

United States

Company Website

www.icmdocs.com/document-management/infocenter-self-service-web-portals/

Categories and Features

Content Management

Not specified

Document Management

Not specified

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Document Management
File Sharing

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