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
  • 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

Synx security

Encryption & Dynamics access

Synx is the middleware providing the bridge between Sitefinity and MS Dynamics. For Sitefinity to access MS Dynamics, Synx requires an admin username and password from Dynamics to connect and access data. Synx stores these credentials as an encrypted string within the Sitefinity database to maximise on security and not in file system.

The encryption and decryption are handled by the Synx assemblies which provide an additional level of security. Synx assemblies cannot be reverse engineered as these are not accessible.

Data Permissions for user

Synx creates a table that contains mappings between a Sitefinity user and Dynamics Contact entity. Information can only be accessed in Dynamics based on those relationships. Our framework allows for Dynamics to control what a user can or cannot access data wise.

In addition, Synx utilises Sitefinity roles and security processes. Fundamentally, these roles control which pages in the web portal the user can access. Data displayed on those pages are under the control of the portal administrator or web developer. This makes Synx as secure as Sitefinity.

Dynamics Plugin

Synx comes with an optional plugin for Dynamics. This plugin enables Dynamics to control Contacts login credentials into the CMS as well as assign Sitefinity Role directly from Dynamics. Dynamics pushes this information back to Sitefinity membership provider allowing for instant user access to the Portal.

This method has been designed so if the connection between Sitefinity Portal and Dynamics is broken, users are still able to access the Portal, providing an improved security architecture. This plugin only creates 1 new entity in Dynamics called “new_synx_role” to allow the mapping of roles to contact users.

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A personal demo will include:

  • Features and benefits of Synx
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