Connecting The Portal Connector to Dynamics CRM

The Portal Connector can connect to both On Premise and Online Dynamics CRM 2011, 2013, 2015, 2016, and Dynamics 365.

Once logged into the Administration area of Sitefinity (yoursite.crmportalconnector.com/Sitefinity) click on the Administration menu item at the top and choose Portal Connector Configuration which should be under the Settings & Configuration section. Then, under the Portal Connector tab, click on CRM Connection settings.

Depending on the Connection Type chosen, your options will vary. Please note that your Server URL may differ from the one posted above. Sometimes, the URL will also be appended with an Organization Name affixed to the end of the URL which will also be preceded by a slash. For example: crm.pavliks.com/organizationName


connection-settings