If you already have customer information in Dynamics CRM or Dynamics 365 - you can quickly and securely provide your customers with access through Portal Solutions.
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.
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.
The following extensive list offers the features of the portal connector and its capabilities including Dynamics, the Power Platform, and Sitefinity CMS.
Online Forms
- Easy to use system that guides you through building online forms.
- Build simple, detailed or complex forms.
- Any field in Dynamics 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.
Configuration Options
- The Portal will work with and connect to all forms of Dynamics installations.
- Our Dynamics solution is very compact and is used only to manage users. The intuitive interface will get your users up and running quickly.
- You have the ability to allow new users to register for your portal and automatically be granted access.
- You control which elements of Dynamics are accessible in the Portal, even custom elements.
Data Management
- Display small or large amounts of Dynamics data on a single Portal page.
- Manage the data with an intuitive easy to use grid or customized list.
- 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.
Business Processes
- Business rules and processes in Dynamics 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 in real time.
Ecommerce Integration
- A complete set of Ecommerce tools, with our secure web portal solution
- Optionally Synchronizes Dynamics Products and price lists with your online store.
- Real-time creation of Orders and Invoices in Dynamics
PORTAL FEATURES
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CRM Form Management
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Standard and Custom CRM Entities
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Parent / Child Forms
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Sub-Grid Data
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Supports All Fields Types
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Supports Notes
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Single File Upload Widget
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SharePoint Document List Widget
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Rules Manager Widget
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Knowledge Base Articles with Subject Tree
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Standard and Custom Input Masks
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Field Level Read Only
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Make Field Required
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Empty and Required Message
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Filtered Lookups
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Lookup Add/Edit In-line
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Supports Query String Values
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Restrict by User or IP
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Submission Notification by Email
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CRM User Invite Process
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Form Decoration by Form or Site
PAGE
MANAGEMENT
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Customizable List Views
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FormFlow which allows you to create structured workflows
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Dynamic Grids - add, edit, export and delete
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Multiple Forms per Page
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Read Only Form Toggle
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Chart Widget
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Data Map Overlay
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Filtered Form View
CONTENT
MANAGEMENT
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Multilingual Content
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Word-like HTML Editor
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Clean Paste from Microsoft® Word
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Multilingual Spell Check
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Image Editor
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Template Builder
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Drag & Drop Page Modeling
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In-line Editing
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Content Sharing
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Manage Flash and Windows Media Files
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Dropbox Synchronization
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File Manager
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Right-to-Left Language Support
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Multilevel Undo/Redo to Revert to Old Versions of the Content
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Versioning Side-by-Side Version Comparisons
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A/B and Multivariate Testing
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Scheduled Publishing
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Dynamic Sitemap Navigation
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Advanced Publishing & Syndication System
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Search Engine (incl. Search in Documents)
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Event Calendars
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Document Management
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Custom Attributes
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Dynamic Administration Dashboard
CONTENT
TYPES
CONTENT
ORGANIZATION
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Tags (Horizontal Classification)
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Categories (Vertical Classification)
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Custom Taxonomies & Filters
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Hierarchical Libraries
SITE
CONTROL
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Granular Permissions
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Multiple Authentication Providers, which include Azure B2C, Social Logins, and Custom
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Single Sign-on
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Content Roll Back
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Browser-Based Administration
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Interface Localization and Customization
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Personalized Work Area
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Section 508 Compliance
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XHTML and WAI Compliance
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Configuration Policy Administration Site Administrators, Editors, Designers
DESIGN
SEO & WEB
ANALYTICS
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Built-in Web Analytics
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Contextual Analytics
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Metadata (Title, Description, Keywords)
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Canonical URLs
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SEO Filtering Tools
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Mobile Apps Builder
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Responsive Web Design
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Device-Based Page Redirection
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Mobile Navigation
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SEO Friendly, Extensionless, Localizable, Custom and Absolute URLs
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Built-In Device Emulator
SOCIAL
MEDIA
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Twitter Connector
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Twitter URL Shortening Service
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Twitter Widgets Profile, Search, Favorites and List
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Facebook Pages Management
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RSS and Atom Syndication
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Blogs
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Forums
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Comments
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Content Mashup Content Sources: Sitefinity Content, External RSS, Twitter, Email
ECOMMERCE
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End to End Shopping Cart Functionality
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CRM Products Available for Purchase Online
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Multiple Pricelist
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Default Pricelists
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Multi-Currency
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Shopping Cart Wish-list
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Multiple Payment Providers
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CRM Order or Invoice Creation on Checkout
EMAIL CAMPAIGNS
& NEWSLETTERS
(INSIDE SITEFINITY)
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Number of Subscribers: 10,000
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Personalization
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Mailing Lists Management
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Drag & Drop Email Template Modeling
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Dynamic Lists
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Advanced Reporting and Statistics
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Scheduling
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Content Reuse
DIGITAL ASSET
MANAGEMENT
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Drag & Drop Digital Libraries
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Thumbnail Generator
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Preview Video & Audio Files
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Replace Images with One Click
PERFORMANCE
SECURITY
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Granular Permissions
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User and Role Management
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Audit Trail
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Spam Protection (CAPTCHA)
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Support for Full Trust Environment
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SSL Compatibility
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Pluggable Authentication
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NTLM and LDAP
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Authentication, Windows Authentication
EXTENSIBILITY &
CUSTOMIZATION
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Native Support for ASP. NET MVC and Razor
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Module Builder
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Fluent API
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Fully Exposed Native APIs
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RESTful Web Services APIs
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Geolocation API
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Security Framework
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Plug-in Framework for Modules and Widgets
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Search Service
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Notification Service
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Localization Service
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RSS Service
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Custom Fields
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Custom Content Type Builder
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Widget Configuration Editor
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Visual Studio Templates for Rapid Development
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Support for Multiple Membership Providers (LDAP support)
NATIVE .NET
APPLICATION
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Native Support for Microsoft® Visual Studio
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Support for Windows Azure
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Templates Based on HTML5 or Standard Master Pages
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Themes
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Support for CSS
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Custom User Controls
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Provider Model
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Personalization Framework
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N-tier Application Development
TELERIK PRODUCTS
INCLUDED
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ASP.NET AJAX Controls
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Silverlight Controls
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OpenAccess ORM
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Kendo UI