Release Notes - Version 3.​2

New accelerator framework that allows for the import and export of Forms, Pages, Templates, Themes, Entities, Resources and CRM Solutions. This framework will allow pre built accelerators like the Event Management solution to be just 1 click away to install to your current Portal Connector portal. This framework also makes it easier to conform to the standard production cycle of Dev > QA > Prod by importing and exporting customizations.

The invite functionality allows CRM users with the correct permissions to invite users to the portal with a specific role. Dynamics CRM also has a new entity that manages the invite email and the settings related to the invite. Invites can also be created in the Portal with some basic customization if you wish for users to be allowed to invite their colleagues.

A PinMap with multiple marker images per status. This widget uses a specific Status dropdown crm field. The designer would dynamically pre-populate itself with marker selection options per status. You can configure the look and feel of the map by selecting from more than a dozen of map overlays, drag and drop pin images into a library then connect to CRM using the usual FetchXML tools. This feature is using client side geocoding to find the coordinates of data records. This is to avoid topping the free google geocoding quota limit.

Geographical region based data visualization map. Color codes regions based on CRM data. This feature collects the CRM data then groups then by region and sums up value per region. Then color codes them based on the sum value per this region. Region Selector: User can pick a geographical region of interest. Available options: - Canada: Divided into Provinces/Territories. - USA: Divided into States. - World: Divided into Countries - Canada, USA and World: Countries with Canada and US divided into States/Provinces/Territories. Color Codes: Choose color by textbox hex-RGB or RGBA, use the simple Pallet or use the Color Picker.

Very similar to PinMap with simple data visualization in form of bubbles. This widget can display Pin Markers and value bubbles. Use fetchXML to select your CRM entities that you need to visualize. You can pick the color of you value bubbles and set their opacity. This map will also work in the page designer, not just on the live site.

A simple way to display CRM entities on a geographical map. You can configure the look and feel of the map by selecting from more than a dozen of map overlays, drag and drop pin images into a library then connect to CRM using the usual FetchXML tools. Weather overlay is also available. This feature is using client side geocoding to find the coordinates of data records. This is to avoid topping the free google geocoding quota limit.

An upgraded solution with full Dynamics CRM 2016 support. This allows The Portal Connector to be used with the full potential of Dynamics CRM 2016.

New Portal Connector eCommerce setting that provides functionality to push address data from the shipping/billing step in the checkout process to the purchasing contact if changed

Provided the ability for the portal customizer to define the "Edit" and "Delete" column widths on a CRM Sub-Grid View.

Added new property to all form widgets that allows to hide the widget from users without compromising its availability for background data manipulation.

Added the option to store a Sitefinity orders' freight tax into Dynamics CRM using a separate line item.

Provided the ability for the eCommerce processor to create an account for the purchasing contact if the contact is not already associated to the account. The new account can be based on either the Billing or Shipping address of the contact.

Provided the ability for users to define tax exempt Sitefinity roles. These roles will clear all tax values from all orders the user creates.

Provided the option for portal customizers to sort the CRM Picklist options by either the Label, Description or Value from the metadata.

Added render mode option to the CRM Picklist designer to allow you to chose between the standard DropDownList or the new RadioButtonList.

Included an option to "roll" the error logs so that there is no more than a certain amount of error logs at a time by deleting the oldest in favour of the newest. This option is enabled by default and the default maximum number of error logs is 500.

Increased page size and added paging to the form selectors across multiple Portal Connector widget designers.

A new option for portal customizers on the CRM Form Manager that enables frontend errors so that portal users can see any errors that CRM or The Portal Connector may have with their submission. When showing errors, all form submissions are blocked until the error is gone, however they will still be added the the CRM Form Submission queue.

Every form and page widget that The Portal Connector provides now has an icon associated to it to represent what it does and assist you in finding the correct widget that you need.