Frequently Asked Questions

The Portal Connector supports Dynamics CRM 2011-2016 and Dynamics 365 Customer Engagement (CE) Online or On-Premise as well as CDS (Common Data Service).

The License type you need depends on the functionality of your portal and the access you have to the entities you need to surface. Specifically, for Dynamics 365 CE you can use an Application User or Non-Interactive user.

Currently, The Portal Connector can connect to Dynamics CRM 2011-2016 and Dynamics 365 Customer Engagement (CE) – both Online and On-Premise. Your portal can also integrate with entities stored in Microsoft’s Common Data Service (CDS), which is a layer that allows other systems, such as Dynamics 365 Finance & Operations (F&O), to communicate and share data. The Portal Connector and Sitefinity also have native integrations with SharePoint, PowerBI, Marketo and many other marketing tools.

The Portal Connector 6.0 release introduces the ability to integrate with Microsoft Power Automate (Flow) and Microsoft PowerApps. This provides the ability to integrate and automate with 200+ other connectors.

The Portal Connector can integrate with entities stored in Microsoft’s Common Data Service (CDS), which is a layer that allows other systems, such as Dynamics 365 Finance & Operations (F&O), Business Central (BC), etc. to communicate and share data.

You could also surface data to Dynamics 365 Customer Engagement (CE) using virtual entities. As long as the information is able to be exposed through Dynamics 365 CE or the Common Data Service, you are able to surface it on your portal.

We are currently working on a Microsoft PowerApp Connector for The Portal Connector that will allow your team to build PowerApps that will create and publish site content. You will even be able to take it a step further by creating a custom experience for assigning, creating and managing users and security permissions.

Yes. The Portal Connector has a Power BI add-on (included in Enterprise licenses and available as an add-on for Standard licenses) that allows you to embed dashboards, tiles and reports in your web portal.

It will soon! We are currently developing a Microsoft Flow Connector for The Portal Connector that will allow interaction with common Portal Connector elements like user login, page navigation and submitting forms. It will also allow you to automate tasks like creating users and updating content.

Yes. The Portal Connector can connect with data stored in CDS.

With custom development, nearly anything is possible. Contact us to further discuss.

Currently, The Portal Connector can connect to Dynamics CRM 2011-2016 and Dynamics 365 Customer Engagement CE – both Online and On-Premise. Your portal can also integrate with entities stored in Microsoft’s Common Data Service (CDS), which is a layer that allows other systems, such as Dynamics 365 Finance & Operations (F&O), to communicate and share data. The Portal Connector and Sitefinity also have native integrations with SharePoint, PowerBi, Marketo and many other marketing tools.

The Portal Connector 6.0 release introduces the ability to integrate with Microsoft Power Automate (Flow) and Microsoft PowerApps. This provides the ability to integrate and automate with 200+ other connectors.

The most current version of The Portal Connector (5.2) requires Sitefinity 11.0 and above. We have a one full version support cycle meaning if The Portal Connector 6.0 is release and the current version of Sitefinity is 12.2 then version 6.0 of The Portal Connector will support back to Sitefinity 11.2.

This strategy allow The Portal Connector to continue to improve and be innovative for the newest versions of Sitefinity.

Yes, this is an option. In this case, you would manage your corporate website within your primary CMS, while managing your portal site using Sitefinity. You would use The Portal Connector to build out forms, grids and pages Your Portal would act as a stand-alone site (ie. portal.yourcompany.com), but it would match the look and feel of your website, providing a seamless experience for your users. Alternatively, you could create the portal elements and embed each element into your site using iFrames and the seamless.js library or something similar.

Note that approximately 9 out of 10 of our customers who go this route ultimately decide to move to Sitefinity altogether because of how easy it is to use, how full-featured it is as an enterprise class CMS, and how affordable it is relative to some other CMS options.

By default, The Portal Connector is 100% mobile responsive. You can customize how portal elements will render on different devices to ensure a consistent, mobile responsive design for end users.

The configuration area for The Portal Connector supports Internet Explorer 11, Firefox 3.6+, and Chrome 8+. The end-user or front-end site supports all modern browsers.