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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 Onehub?

Onehub serves as a secure platform for file storage and sharing, catering to businesses of all sizes. With bank-level encryption and a detailed, role-based permissions system, Onehub lets you manage access to your files, enabling you to share sensitive business documents with peace of mind. The platform includes an array of robust business tools such as virtual data rooms, client portals, and integration with Google Docs. In addition, features like automatic watermarking, customized workspaces, and tailored agreements help enhance and streamline the file-sharing process. You can personalize your Onehub Workspace to ensure that shared content appears professional and polished, and you have the flexibility to create a dedicated Client Portal. Moreover, Onehub's virtual data room facilitates the secure transfer of confidential information to clients while maintaining the anonymity of collaborators, ensuring that privacy and security are prioritized throughout business transactions.

Media

Media

Integrations Supported

Citizen RIMS

Integrations Supported

Dropbox
Google Docs
Google Drive
Microsoft 365
Shift

API Availability

API Availability

Pricing Information

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

Pricing Information

$37.50/month
Try free for 14 days
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

Onehub

Date Founded

2007

Company Location

United States

Company Website

onehub.com

Categories and Features

Content Management

Not specified

Document Management

Not specified

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Cloud Storage

Archiving & Retention
Backup
Data Synchronization
Encryption
File Sharing

Collaboration

Chat / Messaging
Content Management
Document Management
Real Time Editing
Task Management
Version Control

Content Collaboration

Client Portal
Cloud Storage
Document Creation / Editing
Document Management
File Sharing
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Workflow / Approval Process

Content Management

Audio Content
Document Indexing
E-forms
Full Text Search
Image Editor
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Encryption
File Synchronization
Search
User Management
Version Control

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Full Text Search
Version Control

Portal

Content Management
Document Management
File Sharing

Remote Work

Collaboration
Employee Monitoring
Remote Access
Task Management

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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