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.

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 and Dynamics 365, and Sitefinity CMS Standard.

 

System Management The Portal Connector + Sitefinity
Web Servers 2 Servers
Concurrent Sitefinity CMS Users 2
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 Requires Portal Connector Enterprise
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 or Invoice Creation on Checkout
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
Lookup Add/Edit In-line
Supports Query String Values
Restrict by User or IP
Submission Notification by Email
CRM User Invite Process
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
Data Map Overlay
Filtered Form View
Content Management
Multilingual Content
Accelerator Importing and Exporting
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
Create 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 Requires Portal Connector Enterprise
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