Portal Features
The features and capabilities of the Portal Connector include its integration with Dynamics, the Power Platform, and Sitefinity CMS.
Features
Portal Features
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
Content Management
Multilingual Content, Word-like HTML Editor, Clean Paste from Microsoft® Word, Multilingual Spell Check, Image Editor, Template Builder, Drag & Drop Page Modelling 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.
Main Management
Customizable List Views, FormFlow which allows you to create structured workflows, Dynamic Grids - add, edit, export and delete, Multiple Forms per Page, Read Only Form Toggle, Chart Widget, Data Map Overlay, Filtered Form View,
Content Types
Create Custom Content Types, Forms, Blogs, Forums, News, Images, Videos, Documents, Generic Content, Events, Lists.
Site Control
Granular Permissions, Multiple Authentication Providers, which include Azure B2C, Social Logins, and Custom. 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.
SEO & Web Analytics
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.
Design
Drag & Drop Layouts, Templates, Themes for Style Management.
Content Organization
Tags (Horizontal Classification), Categories (Vertical Classification), Custom Taxonomies & Filters, Hierarchical Libraries.
Performance
Support for Load-Balanced and Autoscale Environments (Requires Portal Connector Enterprise), Client-Side Data Binding, and Caching
TELERIK PRODUCTS INCLUDED
ASP.NET AJAX Controls, Silverlight Controls, OpenAccess ORM, Kendo UI
Security
Granular Permissions, User and Role Management, Audit Trail, Spam Protection (CAPTCHA), Support for Full Trust Environment, SSL Compatibility, Pluggable Authentication, NTLM and LDAP, Authentication and Windows Authentication
NATIVE .NET APPLICATION
Native Support for Microsoft® Visual Studio, Support for Windows Azure, Templates Based on HTML5 or Standard Master Pages, Themes, Support for CSS, Custom User Controls, Provider Model, Personalization Framework, N-tier Application Development
EXTENSIBILITY & CUSTOMIZATION
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, 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)
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.
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.
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.
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.
