Videos for The Portal Connector

Learning about a new product offering can be overwhelming.  It is important to understand how it works and how to interact with new software.  This video series will give you a look at the steps needed to use The Portal Connector for Dynamics CRM and Dynamics 365.

Whether you are researching a Portal Solution or just getting started, these videos are a great resource!

Available "How to" Videos

  • The Portal Connector Explained in 2 Minutes
  • The Portal Connector 4 Minute Demo
  • How to Build a Form
  • How to Add a Form to a Page
  • How to Build a Parent/Child Form
  • How to Set Security Permissions
  • How to Add a Grid of Data to a Page

... with more to come.

Didn't see what you were looking for - drop us a line, we can give you a demo!