Setup The Portal Connector
Download Installation Files
Installing The Portal Connector
Upgrading to TPC 3.3 or TPC 4.0
Upgrading to TPC 4.1
Connecting to Dynamics CRM
Installing the Dynamics CRM Solution
Synchronizing Dynamics CRM Metadata
Building Portal Site
Load CRM Entities to Start Building Forms
Create Login Page
Create Users Registration Page
Create Forgot Password Page
Create a Portal Form
Add Portal Form to Web Page
Add Grids to Your Web Page
Understand Sitefinity User VS Portal User
Setting up users Permissions in Portal Site
Building E-Commerce Portal Site
Create Products, Price List and Price List Items
Configure Your Portal Site Store Settings
Configure Portal Connector E-Commerce Settings
Create Products List Page
Create Shopping Cart Page
Create Checkout Page
Create Shopping Cart Summary Page
Client Side API
Resume Application Management
Forms Based Widgets How-to
MVC Based Widgets How-to
Developing for The Portal Connector
Integration documentation for Ecommerce
Serverside CRM Connection API
TPC Quick Start Guide
Order Management Accelerator
Supported Sitefinity Version:
Supported Portal Connector Version:
Supported CRM Version:
The Portal Connector Order Management accelerator provides functionality that allows users to manage profile information, order history, invoice history and create RMA requests for product returns. This accelerator also includes a corresponding Dynamics CRM solution targeted for CRM 2016/Online and above.
Installation Next Steps
Setting up you SMTP settings
The forgot password functionality requires Sitefinity to be able to send out email, for this to happen SMTP setting will need to be configured. Instructions for configuring SMTP settings within Sitefinity can be found here:
Configuring permissions for secured pages
The import does not set security permissions on pages so you will need to configure these permissions for the "Portal" page. Permissions configured on this page will be inherited by all child pages. Instructions on how to configure security/permissions can be found here:
This Accelerator imports a managed CRM solution into your configured Dynamics CRM system. The following is a list of customizations included in the solution:
Adds "Order Return Request" option to the Case Type field.
Adds "Order Change Request" option to the Case Type field.
Adds "Order Problem" option to the Case Type field.
Adds "Invoice Question" option to the Case Type field.
Adds the lookup field "Related Invoice" and relationship to the Invoice entity.
Adds the lookup field "Related Order" and relationship to the Order entity.
Adds the field "Related RMA" and relationship to the Return Merchandise Authorization entity.
Adds the new view "Active Invoice Questions".
Adds the new view "Active Order Change Requests".
Adds the new view "Active Order Problems".
Adds new global optionset field "Carrier".
Adds new field "Tracking Number"
Adds new entity "Return Merchandise Authorization".
Return Merchandise Authorization
Adds new template "Simple Base Template".
Adds new template "Simple Base Template Portal".
Adds new template "Simple Popup Template".
Adds new theme "Simple Base Template".
Adds new page "Login".
Adds new page "Register".
Adds new page "User Exists".
Adds new page "Change Password".
Adds new page "Portal".
Adds new page "Thank You".
Adds new page "Profile".
Adds new page "My Profile".
Adds new page "My Company Profile".
Adds new page "Add/Edit Contact".
Adds new page "Order Management".
Adds new page "My Orders".
Adds new page "Order Details".
Adds new page "Request a Change".
Adds new page "Report a Problem".
Adds new page "Return Instructions".
Adds new page "My Invoices".
Adds new page "Invoice Details".
Adds new page "Have a Question".
Adds new page "My Product Returns".
Adds new page "Return Details".
Adds new page "RMA Document".
Adds new form "Profile - Company".
Adds new form "Profile - Personal".
Adds new form "Contact - Quick Add/Edit".
Adds new form "Order - View".
Adds new form "Order - Request Change".
Adds new form "Order - Report Problem".
Adds new form "Order - Return Instructions".
Adds new form "Invoice - View".
Adds new form "Invoice - Have a Question".
Adds new form "RMA - View".
Adds new form "RMA - Document".
Adds new form "RMA - Document (Case Info)".
* Accelerators can contain Dynamics CRM solutions that may import unwanted changes to your currently connected Dynamics CRM instance. It is recommended that you install accelerators in a development environment before migrating to production and to use proper backup and recovery practices for all environments. The Portal Connector is not responsible for adverse effects to your Sitefinity or CRM configurations as a result of importing a Portal Connector or 3rd party accelerator.