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 / 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 4 Minutes
- 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!