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The Portal Connector for Dynamics 365

Improve Your Customer Service with The Portal Connector

✓ Self-Serve Customer Portal, available 24/7

✓ Demonstrate transparency by sharing live Customer data

✓ Customers manage their data on their timeline

✓ Mobile Ready, access from any device

✓ Customers have immediate access to their data

✓ Easy to use system allows you to modify the Portal on your own.

The Portal Connector Capabilities

With The Portal Connector for Dynamics 365 you are able to deliver a flexible and feature rich portal solution for your organization.

Seamless integration between Microsoft Dynamics 365 and a secure and customizable online portal means you are able to provide more effective customer service, faster.

Data Management

✓ Display small or large amounts of Dynamics CRM data on a single Portal page.

✓ Manage the data with a intuitive easy to use Excel-like grid.

✓ Sort, filter and export the data from within the Portal.

✓ Adaptable security to control who can add, edit and delete data.

✓ Able to display multiple layers of data within a single portal page.

Online Forms

✓ Display small or large amounts of Dynamics CRM data on a single Portal page

✓ Easy to use system that guides you through building online forms.

✓ Build simple, detailed or complex forms.

✓ Any field in CRM can be added to a Portal Form.

✓ Individual fields can be secured as locked, visible or editable.

✓ Incorporate your existing website branding and design into your Forms.

✓ Extensive flexibility to change the layout of forms and pages on the Portal.

Business Processes

✓ Business rules and processes in CRM will be respected in the Portal

✓ Submitted data can trigger more complex business processes and workflows, even integrate with other business systems.

✓ You control the level of access and approval processes for adding new Portal users.

✓ Auditing allows you to see who changed what data, and when.

✓ Data flows between the Portal and Dynamics CRM in real time or in batches depending on your preference.

Configuration Options

✓ The portal will work with and connect to all forms of Dynamics CRM installations.

✓ Even if your Dynamics CRM system is not accessible to the internet, our technology will allow the Portal to interact securely.

✓ It takes only one check box in Dynamics CRM to add a new user to the Portal.

✓ You have the ability to allow new users to register for your portal and automatically be granted access.

✓ You control which elements of Dynamics CRM are accessible in the Portal, even custom elements.

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