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.