Full Control Over Lead and Customer Experiences
Microsoft Dynamics is the system of record that connects you with customer data. But what about connecting customers with their data and enabling them to access or update their information? Now you can easily capture and integrate customer interactions directly within Progress Sitefinity—from updating contact information and filing support cases to placing orders and registering for events.
Access and Edit any Entity in CRM
The Portal Connector for Dynamics CRM allows you to connect any entity in CRM with your Sitefinity-powered websites. Contacts, Leads, Cases, Opportunities and even custom entities are easily accessed. This flexibility ensures your Sitefinity CRM Portal will be effective today and in the future as your CRM grows with your organization’s needs.
Create Great User Experiences
Easily and quickly create dynamic user interfaces using flexible UI elements. Use data grids to show customers their open service cases, opportunities, or registered events. The possibilities are endless. The Portal Connector makes it easy to build powerful filtered grids of data. A click of the mouse lets you decide whether customers can add, edit, delete, or export their secured data.
Manage Portal Users
The Dynamics CRM managed solution allows you to create Sitefinity Security Roles, and grant access to your portals for specific CRM Contacts right from within Dynamics CRM. You can create logins, reset passwords, assign roles, or disable user access entirely.
Design CRM Connected Forms
Using a drag and drop form designer, you can create forms accessing any Microsoft Dynamics CRM entity. All CRM field types are supported and can be added to a form, including CRM Notes and related SharePoint documents. Fields can be set to required, read only, or editable by the end user. Sitefinity’s Responsive Design capabilities means the forms you build are easy viewed on desktop browsers, tablets or smart phones.
Create Charts and Data Visualizations
Charts that exist in the CRM system can easily be added to your Sitefinity-powered websites. Bar, Graph, Scatter, Line, and other chart types can be created in minutes and are completely interactive. You can have CRM driven charts that show support case volume by type, vendor opportunities by closing date or many other examples. Simply use the interface to create complex charts with completely customized appearance and data source.