Dynamics CRM Portal

In this section you can find out more information about Synx Dynamics portals, Sitefinity and how to get started with the solution.

Developer network

Welcome to our Developer Network. If you have a problem with Synx, please see if it can be resolved via our forum before requesting support.
  • Documentation
    You will find everything you need from installation to configuration in the Synx documentation.
  • Support
    Support can be requested here to resolve any issues you are having with Synx
  • Forum
    Need help or have questions, post here! Get tips and advice from experienced Synx developers, registered partners as well as Synx staff.
  • Video library
    Here you can find a series of step-by-step videos with everything you need to know to use Synx.
  • Partners
    Gain kudos from clients by recommending a solution expert, no selling required, just provide leads and earn a share of licence sales

Connect your Website to Dynamics CRM

Create online Portals with Synx & Sitefinity

Simple CRM Portals

Synx is the most effective and easy to use CRM Portal builder available. Connect to Microsoft Dynamics via Sitefinity and you can instantly synchronise entities, attributes and views directly to the CMS. Synx can be configured in three easy steps:

  • Install

    With our unique installer, simply point to your application folder and click install. Synx will take care of the rest.

  • Setup

    Enter your Dynamics connection details and you're almost finished.

  • Synchronise

    Select your entities and attributes, synx, and you're ready to send form data to Microsoft Dynamics CRM or pull data and setup your real-time portal.

Simple CRM Portals

Enter your CRM credentials to get up and running fast

An intuitive setup process will ensure installing Synx is as simple as possible.

  • HTTPS support
  • Cross server compliant
  • Safe and secure
Enter credentials

Create Dynamic Forms with our Data Field and Configurator

Forms can be created pulling/updating data from multiple providers using CRM entities and attributes.

  • Use relationships to relate one field to another
  • Choose the data source, the display and any logic
  • Validation and predefined values available
Dynamic Forms

Present your CRM data using Charts and Grids

Your CRM data can be presented using a multitude of chart and grid types - whichever suits the data type.

  • An array of chart presentation types available
  • An array of grid presentation types available
  • Configure data, display, filters and relationships
Grids and Charts

Plan your Syncs with automated Scheduling

With Scheduled Syncing, you can set when Sitefinity communicates with and grabs and the latest CRM content.

  • Set up recurring syncs
  • Set up a one time sync on a specific date
  • Sync logs are available for each entry
Scheduled syncing

Lets see Synx in action!

See the video to understand how easy Synx is to use for your website portal and how it can benefit your business.
Watch video
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A personal demo will include:

  • Features and benefits of Synx
  • How to Install, configure and use Synx
  • Introduction to Data Fields
  • Introduction to Grids and Charts
  • Questions and answers