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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 Magentrix PRM?
The Magentrix portal designed for partner relationship management (PRM) can significantly enhance the efficiency of your channel partners. It offers the ability to tailor the visual identity of your brand while managing access to both standard and customized objects, enabling document sharing and eLearning resources.
Among its many features are partner onboarding, comprehensive playbooks, training and certification programs, pop-up alerts, deal registration, document management, content management, and market development funds (MDF).
In terms of integrations, Magentrix connects effortlessly with various CRM systems such as Salesforce, SAP, Dynamics, and HubSpot, allowing you to consolidate corporate data into a single accessible source. You maintain full authority over security settings and permissions, while the platform intelligently enhances Salesforce data synchronization to ensure quick access and optimal performance.
Additionally, the portal allows for expansion through an increasing array of third-party applications, including Zapier, and supports integration via a RESTful API for tailored connectivity solutions. This flexibility ensures that your partner ecosystem remains robust and adaptable to changing business needs.
Integrations Supported
Adobe Acrobat Sign
Authorize.Net
Citizen RIMS
Formstack
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Partner Fleet
Salesforce
Integrations Supported
Adobe Acrobat Sign
Authorize.Net
Citizen RIMS
Formstack
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Partner Fleet
Salesforce
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
Magentrix
Date Founded
2012
Company Location
Canada
Company Website
www.magentrix.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
Channel Management
Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management
Channel Marketing
Campaign Management
Channel Analytics
Content Management & Sharing
Incentive Management
Inventory Control
Lead Management
Multiple Channel Configurations
Order Management
Partner Management
Pipeline Management
Social Promotion
Partner Relationship Management (PRM)
Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search