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

Form configurator

The form configurator widget makes it easier when adding multiple data field widgets to form. Data fields added within the same layout template will inherit the settings set in the form configurator. Multiple form configurators can be added to a form however they must be placed in separate layout templates.

To add a form configurator widget to the form

  • Drag the "Form Configurator" widget onto the form
  • Click the 'Edit' link
  • Setup the configurator using its various properties, see below.
  • Click 'Save'

Form configurator properties

  • Use relationships
  • When there is more than one form configurator added to a form this option will be available. It allows you to create a relationship between two entities when the form is submitted
  • Fields on form
  • This option is only available when 'use relationships' is checked. Select an entity from this dropdown  set the context of the form configurator
  • Related fields
  • This option is only available when 'use relationships' is checked. Select a relationship from the dropdown to set the relationship for the configurator
  • Provider
  • This option sets the provider context to use for all subsequent Data field widgets added to the same layout template as the current configurator.
  • Entity
  • This option will list out all entities which have been selected to be used in the interface. Select an entity to set the Entity context of the configurator. Any data fields added to the same layout template as this configurator will default their entity to the one set here

  • Use logged in user id
  • This option is only available if 'Use relationships' or 'Update form' has been checked. This option will related the entity to the current logged in user

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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
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  • Questions and answers