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.

Pricing

Price Starts At:
$14995.00/one-time
Price Overview:
Perpetual Licensing.
Monthly Subscription.
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Sylogist
Date Founded:
1993
Company Location:
Canada
Company Website:
www.crmportalconnector.com
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Product Details

Deployment
Windows
SaaS
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

The Portal Connector Categories and Features

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Document Management Software

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

Content Management System

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