Portal Features

If you already have customer information in your Dynamics CRM - you can quickly and securely provide your customers with access through a web portal.

Instead of having customers call or email for updates on a specific matter, enable your customers to create an online account and update Support Ticket or Case Information themselves, update billing or contact information immediately, or see the real-time status of a warranty claim.

The Portal Connector
Features List
 

Absolutely anything you've created in Dynamics CRM (on-premise or in the cloud) including any custom entities can now be securely offered to your customers for real-time communications and updates.

Online Forms

  • 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.
  • Form fields can be defined as required or optional for data entry.
  • The forms and data collection will continue to function even if your Dynamics CRM system is temporarily unavailable.

Data Management

  • Display small or large amounts of Dynamics CRM data on a single Portal page.
  • Manage the data with an 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.

Ecommerce Integration

  • A complete set of Ecommerce tools allowing you to be up and running in minutes.
  • Synchronizes Dynamics CRM Products and price lists with your online store.
  • Real-time creation of Orders and Invoices in Dynamics CRM.

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, 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.

The following extensive list of features and capabilities include both The Portal Connector for Dynamics CRM / 365 and Sitefinity CMS Standard.

 

 

System Management

The Portal Connector + Sitefinity

 

Web Servers

2 Servers

 

ConcurrentSitefinity CMS Users

5

 

Concurrent Portal Users

Unlimited

 

Domains

1

 

Sitemap Pages

Unlimited

 

Content Items

Unlimited

 

Dynamics CRM Org Connections

1

 

Dynamics CRM Entities

Unlimited

 

Dynamics CRM Custom Entities

Unlimited

 

SharePoint Integration

On Premise & Online

 

Ecommerce Integration

Full

 

Prebuilt Solution Accelerators

12

Ecommerce

 

End to End Shopping Cart Functionality

 

CRM Products Available for Purchase Online

 

Multiple Pricelist

 

Default Pricelists

 

Multi-Currency

 

Shopping Cart Wish-list

 

Multiple Payment Providers

 

CRM Order Creation on Checkout

Solution Accelerators (Pre-Build Portal Solutions)

 

Event Management

 

Case Management

 

Knowledge Base

 

Customer Service

 

Non-profit

 

Wealth Management

 

Citizen Support

 

Grant Management

 

Student Information

 

License and Permit

 

Sport/Team Management

 

Warranty Claims Management

CRM Form Management

 

Standard and Custom CRM Entities

 

Parent / Child Forms

 

Sub-Grid Data

 

Supports All Fields Types

 

Supports Notes

 

Single File Upload Widget

 

SharePoint Document List Widget

 

Rules Manager Widget

 

Knowledge Base Articles with Subject Tree

 

Standard and Custom Input Masks

 

Field Level Read Only

 

Make Field Required

 

Empty and Required Message

 

Filtered Lookups

 

Supports Query String Values

 

Restrict by User or IP

 

Submission Notification by Email

 

Form Decoration by Form or Site

 

Page Management

 

Multiple Forms per Page

 

Read Only Form Toggle

 

Grid View Widget

 

Grid - Filter

 

Grid - Export to Excel

 

Grid - Delete Record

 

Grid - Add Record

 

Grid - Auto Build Fetch XML

 

Grid - Fetch XML Editor

 

Chart Widget

 

Knowledge Base Turnkey Widget

 

Filtered Form View

 

Content Management

 

Multilingual Content

 

Word-like HTML Editor

 

Clean Paste from Microsoft® Word

 

Multilingual Spell Check

 

Image Editor

 

Template Builder

 

Drag & Drop Page Modeling

 

In-line Editing

 

Content Sharing

 

Manage Flash and Windows Media Files

 

Dropbox Synchronization

 

File Manager

 

Right-to-Left Language Support

 

Multilevel Undo/Redo to Revert to Old Versions of the Content

 

Versioning

Side-by-Side Version Comparisons

 

A/B and Multivariate Testing

 

Scheduled Publishing

 

Dynamic Sitemap Navigation

 

Advanced Publishing & Syndication System

 

Search Engine (incl. Search in Documents)

 

Event Calendars

 

Document Management

 

Custom Attributes

 

Dynamic Administration Dashboard

 

Content Types

 

Custom Content Types

 

Forms

 

Blogs

 

Forums

 

News

 

Images

 

Videos

 

Documents

 

Generic Content

 

Events

 

Lists

 

Content Organization

 

Tags (Horizontal Classification)

 

Categories (Vertical classification)

 

Custom Taxonomies & Filters

 

Facet Taxonomy

 

Network Taxonomy

 

Hierarchical Libraries

 

Site Control

 

Granular Permissions

 

Configuration Policy Administration
Site Administrators, Editors, Designers

 

Windows Authentication

 

Single Sign-on

 

Content Roll Back

 

Browser-Based Administration

 

Interface Localization and Customization

 

Personalized Work Area

 

Section 508 Compliance

 

XHTML and WAI Compliance

 

Design

 

Drag & Drop Layouts

 

Templates

 

Themes for Style Management

 

SEO and Web Analytics

 

Built-in Web Analytics

 

Contextual Analytics

 

Metadata (Title, Description, Keywords)

 

SEO Friendly, Extensionless, Localizable, Custom and Absolute URLs

 

Canonical URLs

 

SEO Filtering Tools

 

Mobile

 

Mobile Apps Builder

 

Responsive Web Design

 

Device-Based Page Redirection

 

Mobile Navigation

 

Built-In Device Emulator

 

Sitefinity Box

 

Social Media

 

Content Mashup

Content Sources: Sitefinity Content, External RSS, Twitter, Email

 

Twitter Connector

 

Twitter URL Shortening Service

 

Twitter Widgets

Profile, Search, Favorites and List

 

Facebook Pages Management

 

RSS and Atom Syndication

 

Social Sharing Buttons

 

Blogs

 

Forums

 

Comments

 

Email Campaigns and Newsletters (Inside Sitefinity)

 

Number of Subscribers

10,000

 

Personalization

 

Mailing Lists Management

 

Drag & Drop Email Template Modeling

 

Dynamic Lists

 

Advanced Reporting and Statistics

 

Scheduling

 

Content Reuse

 

Digital Asset Management

 

Sitefinity Desktop Application

 

Drag & Drop Digital Libraries

 

Desktop Image Editor

 

Live Document Editing

 

Thumbnail Generator

 

Preview Video & Audio Files

 

Publish Word Docs as PDF Files

 

Replace Images with One Click

 

Performance

 

Support for Load-Balanced and Webfarm Environments

Optional add-on
$999

 

Client-Side Data Binding

 

Caching

 

Security

 

Granular Permissions

 

User and Role Management

 

Audit Trail

 

Spam Protection (CAPTCHA)

 

Support for Full Trust Environment

 

SSL Compatibility

 

Pluggable Authentication

 

NTLM and LDAP

 

Authentication, Windows Authentication

 

Extensibility and Customization

 

Native Support for ASP.NET MVC and Razor

 

Module Builder

 

Fluent API

 

Fully Exposed Native APIs

 

RESTful Web Services APIs

 

Geolocation API

 

Security Framework

 

Support for Multiple Membership Providers (LDAP support)

 

Plug-in Framework for Modules and Widgets

 

Search Service

 

Notification Service

 

Localization Service

 

RSS Service

 

Custom Fields

 

Custom Content Type Builder

 

Widget Configuration Editor

 

Visual Studio Templates for Rapid Development

 

Sitefinity Thunder – Visual Studio Plug-in

 

Telerik Products Included

 

ASP.NET AJAX Controls

 

Silverlight Controls

 

OpenAccess ORM

 

Kendo UI

 

Native .NET Application

 

Native Support for Microsoft® Visual Studio 2010

 

Support for Windows Azure

 

Templates Based on Standard Master Pages

 

Themes

 

Support for CSS

 

Custom and User Controls

 

Provider Model

 

Personalization Framework

 

N-tier Application Development