Overview

Portal Connector is a robust, user-friendly platform designed to seamlessly integrate with Microsoft Dynamics 365/Dataverse, empowering businesses to create custom portals that meet their specific needs. With Portal Connector, you can unlock enhanced data management capabilities, streamline business processes, and elevate user experiences— all within a secure and accessible framework.

Seamless SaaS Hosting with Automatic Upgrades and Continuous Enhancements

Portal Connector Features Data Management Easily display, sort, filter, and export Dynamics data directly on your portal through intuitive grids and custom lists. Additionally, user access controls allow you to manage permissions for adding, editing, or deleting data, providing full control over your data management processes. Build Online Forms Creating forms is both simple and powerful, with the ability to integrate any Dynamics field. Whether you need basic or complex forms, each one maintains secure individual fields while preserving brand consistency. Customizable options ensure a seamless user experience, enhancing both interaction and data collection.

Portal Connector’s SaaS hosting offers a fully managed, cloud-based environment that ensures your portals are always operating with the latest features and security updates. The platform provides automatic upgrades to the newest versions without any disruption to your business operations. This hassle-free approach to hosting and maintenance allows organizations to focus on growth while benefiting from continuous enhancements, scalable performance, and the flexibility to adapt to changing business needs. With built-in redundancy and 24/7 monitoring, Portal Connector ensures maximum uptime and reliability, making it a trusted choice for businesses looking to elevate their digital presence.

Features

Data Management : Easily display, sort, filter, and export Dynamics data directly on your portal through intuitive grids and custom lists. Additionally, user access controls allow you to manage permissions for adding, editing, or deleting data, providing full control over your data management processes.

Build Online Forms: Creating forms is both simple and powerful, with the ability to integrate any Dynamics field. Whether you need basic or complex forms, each one maintains secure individual fields while preserving brand consistency. Customizable options ensure a seamless user experience, enhancing both interaction and data collection.

Business Process Integration: Seamlessly integrate complex business processes and workflows, ensuring real-time data flow between your portal and Dynamics. This integration upholds your business rules and processes, allowing for efficient operations that align with your organizational goals.

Content Management (CMS): The content management system empowers you to create multilingual content using a user-friendly HTML editor. With in-line editing, drag-and-drop page modeling, and multimedia management, content creation becomes effortless, keeping your portal dynamic and engaging.

SEO & Web Analytics: Boost your portal’s visibility and search rankings with built-in SEO tools, while responsive web design guarantees an optimal user experience across all devices. Contextual analytics further enable you to track performance and refine strategies, ensuring ongoing effectiveness.

Security: Security features include granular permissions, audit trails, and robust spam protection. Support for SSL and various authentication methods, including NTLM and LDAP, ensures data protection and compliance, keeping your portal secure and trustworthy.

Top Use Cases

▪ Sales Portals: Boost sales efficiency with real-time data, lead management, and deal tracking tools.

▪ Profile Management: Empower customers with seamless profile updates and privacy control.

▪ Form Management: Simplify data collection through customizable, user-friendly forms.

▪ Member Management: Streamline membership renewals, event registrations, and exclusive content access.

▪ Customer Support: Enhance customer service with ticketing systems, knowledge bases, and live chat.

▪ Student Management: Optimize student administration with features for enrollment, grading, and communication.

Portal Connector

by Sylogist Ltd.