Frequently Asked Questions

What versions of Microsoft Dynamics CRM is The Portal Connector compatible with?

The Portal Connector works with Dynamics CRM 2011, 2013, 2015, 2016, CRM Online and Dynamics 365.

What type of Microsoft Dynamics CRM installations do you support?

Nearly any!  Your CRM instance can be CRM Online with Microsoft, On Premise or Partner hosted.

What CRM entities are supported out of the box?

All CRM entities are supported immediately including any custom entities you may have created

My CRM installation isn’t IFD (Internet Facing Deployment).  Is this an issue?

Not at all – using standard CRM web services we can attain the same result and connect your CRM to The Portal Connector.

What actually connects the website to CRM – is this something custom or proprietary?

The Portal Connector was created using Microsoft’s SDK API, though we could have created our own custom connector this would have been problematic for our customers when new versions of CRM are released.  By adhering to Microsoft’s standards and using their tools we are able to ensure that future version of CRM will be supported as they are released.

Do you have a trial or demo that I can evaluate?

Yes of course.  Complete the form found here to have one created for you.  We will then contact you directly and ask for the web address of your CRM installation and administrator login details.  If you can’t provide the login details please provide the web address only and we will send you documentation on how to complete the install.

If you do not have a test CRM instance you can easily create a free 30 day CRM Online trial.  Please note that for trial purposes the CRM instance that we connect to must be an IFD (Internet Facing Deployment).

Do you have non-profit or charity pricing?

Yes we do.  Please contact us for more details.

Have a question that was not answered here? Please contact us so we can address it.