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Setup Portal Connector
System Requirements
Windows Server
Azure Server
Installation
Installing Sitefinity
Installing Portal Connector via NuGet
Installing a Portal Connector Addon
Configuration
Upgrade
Upgrading to TPC 6.2 (NuGet)
Upgrading to TPC 6.1 (NuGet)
Upgrading to TPC 6.1
Upgrading to TPC 6.0 (NuGet)
Upgrading to TPC 6.0
Upgrading to TPC 5.3 (NuGet)
Upgrading to TPC 5.3
Upgrading to TPC 5.2 (NuGet)
Upgrading to TPC 5.2
Upgrading to TPC 5.1
Upgrading to TPC 5.0
Upgrading to TPC 4.3
Upgrading to TPC 4.2
Upgrading to TPC 4.1
Upgrading to TPC 3.3 or TPC 4.0
Upgrading Minor Revisions
Setup
Connecting to Dynamics CRM
Installing the Dynamics CRM Solution
Disable the Cache Invalidation Plugin
Enable the Advanced Cache Invalidation Plugin (Optional)
Synchronizing Dynamics CRM Metadata
Add Web Security - Trusted Sources
Deploy
Deployment and Lifecycle Management
Architecture
Optional Settings
Building a Portal Site
Presentation, Theming and Styling
Configuring Portal Page Templates
Synchronizing Entities to Build Forms
Login Page
Registration Page
Forgot Password Page
Portal Form
Adding a Portal Form to a Page
Adding a Grid to a Page
Site Permissions
Sitefinity Users vs. Portal Users
Building an Ecommerce Portal Site in 6.2+
Installation of TPC Ecommerce
Configure Sylogist Payment Provider
Configure Flat Rate Shipping and Pickup
Configure Flat Tax Provider
Building an Ecommerce Portal Site
Create Products, Price Lists and Price List Items
Configure Your Portal Site Store Settings
Configure Portal Connector Ecommerce Settings
Create the Product List Page
Create the Shopping Cart Page
Create the Checkout Page
Create the Shopping Cart Summary Page
Portal Connector Widgets
Form Widgets
MVC Based
Forms Based
Page Widgets
MVC Based
Forms Based
Client Side API
MVC Based
Forms Based
Portal Connector Addons
Installation
Migrations
Configuration
API
FormFlow
Configuration
FormFlow Navigation
Power BI
Installation
Configuration
Setup Power BI Web App
Setup Power BI Workspace Reports
Knowledge Base
Auditing
Configuration
Auditing Reports
Power Platform
Power Automate
How to's
General
MVC Based Widgets
Forms Based Widgets
Developing for Portal Connector
Integrating with 6.2 TPC Ecommerce
Integrating with TPC Ecommerce
Dynamics CRM Connection API
TPC Form Submission Events
TPC SharePoint Events
Sample Page Widget
Extending Portal Connector OAuth Registrations
Portal Connector Quick Start Guide
Release Notes
Version 6.2
Version 6.1
Version 6.0
Version 5.3
Version 5.2
Forums
General Discussions
Developing Portals
Bugs & Issues
Deployment
Feature Suggestions
Configuration
To configure the Environment, please follow the
Setup
steps in the link below:
https://www.crmportalconnector.com/developer-network/documentation/setup-portal-connector/setup
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