10 Mar 2020
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08 Jun 2021
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Thank you for considering the Portal Connector. I have provided a bit of information regarding your questions below.
Q - Is the Portal Connector feasible to be used as a data entry portal for data?
Yes, the Portal Connector is an excellent choice for a data entry portal. It has a familiar interface and can be customized to meet your specific needs.
Q - Since it has integration with D365, how would the workflow exactly look? You upload the data manually to the portal, then the tables in the sheets get transformed or categorized into entities in D365? Can the connector do that?
Once a connection to the D365 environment is established, those entities become accessible to the Portal Connector. It allows the user, from the portal, to create, edit, delete or display records as they see fit, provided it is within the confines of the product. In some cases, if a custom solution is required, we could meet with you to develop a solution the fits your needs, or it could be developed internally if you have developers.
Q - Can you view dashboards from within the portal? I need to build dashboards in Power BI after getting the created entities from D365. So can I then view them through the portal?
Yes, it is possible to view your Power BI dashboards in the portal.
To have a more in-depth discussion about the Portal Connector and how it could meet your needs, I recommend reaching out to our Sales Department - firstname.lastname@example.org