The Portal Connector for Microsoft Dynamics 365 and Dataverse
✓ 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.
✓ 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.
✓ 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.
✓ 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.
The Portal Connector Capabilities
The Portal Connector allows you to create many portal solutions to meet your business needs.
Online Form / Application Management