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



Concurrent Portal Users






Sitemap Pages



Content Items



Dynamics CRM Org Connections



Dynamics CRM Entities



Dynamics CRM Custom Entities



SharePoint Integration

On Premise & Online


Ecommerce Integration



Prebuilt Solution Accelerators




End to End Shopping Cart Functionality


CRM Products Available for Purchase Online


Multiple Pricelist


Default Pricelists




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




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



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
















Generic Content






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




Drag & Drop Layouts




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 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








Email Campaigns and Newsletters (Inside Sitefinity)


Number of Subscribers





Mailing Lists Management


Drag & Drop Email Template Modeling


Dynamic Lists


Advanced Reporting and Statistics




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




Support for Load-Balanced and Webfarm Environments

Optional add-on


Client-Side Data Binding






Granular Permissions


User and Role Management


Audit Trail


Spam Protection (CAPTCHA)


Support for Full Trust Environment


SSL Compatibility


Pluggable Authentication




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




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




Support for CSS


Custom and User Controls


Provider Model


Personalization Framework


N-tier Application Development