Portal Features

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If you already have customer information in Dynamics CRM or Dynamics 365 - you can quickly and securely provide your customers with access through a web portal.

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.

System Management The Portal Connector + Sitefinity
Web Servers 2 Servers
Concurrent Sitefinity CMS Users 2
Concurrent Portal Users Unlimited
Domains 1
Sitemap Pages Unlimited
Content Items Unlimited
Dynamics CRM Org Connections 1
Dynamics CRM Entities Unlimited
Dynamics CRM Custom Entities Unlimited
SharePoint Integration On Premise & Online
Ecommerce Integration Requires Portal Connector Enterprise

The following extensive list of features and capabilities include both The Portal Connector for Dynamics CRM / Dynamics 365, and Sitefinity CMS Standard.

Online Forms

  • Easy to use system that guides you through building online forms.
  • Build simple, detailed or complex forms.
  • Any field in CRM 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.
  • The forms and data collection will continue to function even if your Dynamics CRM system is temporarily unavailable.

Configuration Options

  • The Portal will work with and connect to all forms of Dynamics CRM installations.
  • Even if your Dynamics CRM system is not accessible to the Internet, our technology will allow the Portal to interact securely.
  • It takes only one check box in Dynamics CRM to add a new user to the Portal.
  • You have the ability to allow new users to register for your portal and automatically be granted access.
  • You control which elements of Dynamics CRM are accessible in the Portal, even custom elements.

Data Management

  • Display small or large amounts of Dynamics CRM data on a single Portal page.
  • Manage the data with an intuitive easy to use Excel-like grid.
  • 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 CRM 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 CRM in real time or in batches depending on your preference.

Ecommerce Integration

  • A complete set of Ecommerce tools allowing you to be up and running in minutes.
  • Synchronizes Dynamics CRM Products and price lists with your online store.
  • Real-time creation of Orders and Invoices in Dynamics CRM.
The Portal Connector - Page Management Features


  • Multiple Forms per Page

  • Read Only Form Toggle

  • Grid View Widget

  • Grid - Filter

  • Grid - Export to Excel

  • Grid - Delete Record

  • Grid - Add Record

  • Grid - Auto Build Fetch XML

  • Grid - Fetch XML Editor

  • Chart Widget

  • Data Map Overlay

  • Filtered Form View

The Portal Connector - Content Management Features


  • Multilingual Content

  • Accelerator Importing and Exporting

  • Word-like HTML Editor

  • Clean Paste from Microsoft® Word

  • Multilingual Spell Check

  • Image Editor

  • Template Builder

  • Drag & Drop Page Modeling

  • In-line Editing

  • Content Sharing

  • Manage Flash and Windows Media Files

  • Dropbox Synchronization

  • File Manager

  • Right-to-Left Language Support

  • Multilevel Undo/Redo to Revert to Old Versions of the Content

  • Versioning Side-by-Side Version Comparisons

  • A/B and Multivariate Testing

  • Scheduled Publishing

  • Dynamic Sitemap Navigation

  • Advanced Publishing & Syndication System

  • Search Engine (incl. Search in Documents)

  • Event Calendars

  • Document Management

  • Custom Attributes

  • Dynamic Administration Dashboard

The Portal Connector - Content Types Features


  • Create Custom Content Types

  • Forms

  • Blogs

  • Forums

  • News

  • Images

  • Videos

  • Documents

  • Generic Content

  • Events

  • Lists

The Portal Connector - Content Organization Features


  • Tags (Horizontal Classification)

  • Categories (Vertical Classification)

  • Custom Taxonomies & Filters

  • Facet Taxonomy

  • Network Taxonomy

  • Hierarchical Libraries

The Portal Connector - Site Control Features


  • Granular Permissions

  • Windows Authentication

  • Single Sign-on

  • Content Roll Back

  • Browser-Based Administration

  • Interface Localization and Customization

  • Personalized Work Area

  • Section 508 Compliance

  • XHTML and WAI Compliance

  • Configuration Policy Administration Site Administrators, Editors, Designers

The Portal Connector - Design Features


  • Drag & Drop Layouts

  • Templates

  • Themes for Style Management

The Portal Connector - SEO & Web Analytics Features


  • Built-in Web Analytics

  • Contextual Analytics

  • Metadata (Title, Description, Keywords)

  • Canonical URLs

  • SEO Filtering Tools

  • Mobile Apps Builder

  • Responsive Web Design

  • Device-Based Page Redirection

  • Mobile Navigation

  • SEO Friendly, Extensionless, Localizable, Custom and Absolute URLs

  • Built-In Device Emulator

  • Sitefinity Box

The Portal Connector - Social Media Features


  • Twitter Connector

  • Twitter URL Shortening Service

  • Twitter Widgets Profile, Search, Favorites and List

  • Facebook Pages Management

  • RSS and Atom Syndication

  • Social Sharing Buttons

  • Blogs

  • Forums

  • Comments

  • Content Mashup Content Sources: Sitefinity Content, External RSS, Twitter, Email

The Portal Connector - eCommerce Features


  • End to End Shopping Cart Functionality

  • CRM Products Available for Purchase Online

  • Multiple Pricelist

  • Default Pricelists

  • Multi-Currency

  • Shopping Cart Wish-list

  • Multiple Payment Providers

  • CRM Order or Invoice Creation on Checkout

  • CRM Form Management

  • Standard and Custom CRM Entities

  • Parent / Child Forms

  • Sub-Grid Data

  • Supports All Fields Types

  • Supports Notes

  • Single File Upload Widget

  • SharePoint Document List Widget

  • Rules Manager Widget

  • Knowledge Base Articles with Subject Tree

  • Standard and Custom Input Masks

  • Field Level Read Only

  • Make Field Required

  • Empty and Required Message

  • Filtered Lookups

  • Lookup Add/Edit In-line

  • Supports Query String Values

  • Restrict by User or IP

  • Submission Notification by Email

  • CRM User Invite Process

  • Form Decoration by Form or Site

The Portal Connector - Email Campaigns & Newsletters Features


  • Number of Subscribers: 10,000

  • Personalization

  • Mailing Lists Management

  • Drag & Drop Email Template Modeling

  • Dynamic Lists

  • Advanced Reporting and Statistics

  • Scheduling

  • Content Reuse

The Portal Connector - Digital Asset Management Features


  • Sitefinity Desktop Application

  • Drag & Drop Digital Libraries

  • Desktop Image Editor

  • Live Document Editing

  • Thumbnail Generator

  • Preview Video & Audio Files

  • Publish Word Docs as PDF Files

  • Replace Images with One Click

The Portal Connector - Performance Features


  • Support for Load-Balanced and Webfarm Environments (Requires Portal Connector Enterprise)

  • Client-Side Data Binding

  • Caching

The Portal Connector - Security Features


  • Granular Permissions

  • User and Role Management

  • Audit Trail

  • Spam Protection (CAPTCHA)

  • Support for Full Trust Environment

  • SSL Compatibility

  • Pluggable Authentication

  • NTLM and LDAP

  • Authentication, Windows Authentication

The Portal Connector - Extensibility & Customization Features


  • Native Support for ASP. NET MVC and Razor

  • Module Builder

  • Fluent API

  • Fully Exposed Native APIs

  • RESTful Web Services APIs

  • Geolocation API

  • Security Framework

  • Plug-in Framework for Modules and Widgets

  • Sitefinity Thunder – Visual Studio Plug-in

  • Search Service

  • Notification Service

  • Localization Service

  • RSS Service

  • Custom Fields

  • Custom Content Type Builder

  • Widget Configuration Editor

  • Visual Studio Templates for Rapid Development

  • Support for Multiple Membership Providers (LDAP support)

The Portal Connector - Native .NET Application Features


  • Native Support for Microsoft® Visual Studio 2010

  • Support for Windows Azure

  • Templates Based on Standard Master Pages

  • Themes

  • Support for CSS

  • Custom and User Controls

  • Provider Model

  • Personalization Framework

  • N-tier Application Development

The Portal Connector - Telerik Features


  • ASP.NET AJAX Controls

  • Silverlight Controls

  • OpenAccess ORM

  • Kendo UI