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The Portal Connector for Microsoft Dynamics 365 and Dataverse

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The Portal Connector for Dynamics 365 and dataverse delivers a flexible and feature rich portal solution for your organization. Open up seamless customer service in real time.

Why choose us over Power Pages/Power App Portals? 

Data Management

✓ Display small or large amounts of Dynamics CRM data on a single Portal page.

✓ Manage the data with a 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.

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Online Forms

✓ Display small or large amounts of Dynamics CRM data on a single Portal page

✓ 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.

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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, and when.

✓ Data flows between the Portal and Dynamics CRM in real time or in batches depending on your preference.

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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.

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The Portal Connector Capabilities

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Pricing Options

We offer three different licensing options

  • Enterprise Edition

  • Standard Edition

  • Monthly Subscription 

Check out a pricing model of what you can expect Between The Portal Connector and Power Pages.

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Portal Solutions

The Portal Connector allows you to create many portal solutions to meet your business needs. 

  • Sales Portal

  • Profile Management

  • Online Form / Application Management

  • Member Management

  • Customer Support

  • Student Management

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See The Portal Connector in Action

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