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As well as charts and grids, data from your CRM can be combined with standard text. For instance, you can create a personalised welcome screen using accurate customer details.
You can also allow the creation of Dynamics users by using a Sitefinity Form on your webpage. In doing so you can select which roles should be assigned to newly created users.
Sitefinity widgets can be created with data directly taken from Dynamics or Salesforce, as well as from both Dynamics and Salesforce at the same time. (Salesforce available in version 1.1)
There is support for multiple providers, for example you can add two Dynamics servers on a single Sitefinity Site.
Synx supports Sitefinity 7.2.5300.0 and up, and there will be support and plugins for other CRM's in the future. You can also easily add support for other providers using IConnector Interface, meaning you don't need to know our code.
With the Synx CRM connector, full membership & role providers allow:
Connect to any Dynamics CRM instance with simplicity and ultimate security.
SSL can be used simply by setting a property during the initial provider connection that is both rapid and easy to use.
The connection stage consists of one dialogue with a few questions!
With Scheduled Syncing, you can set when Sitefinity communicates with and grabs the latest CRM content.
Synx has been designed and built with simplicity in mind. You don't have to manually synchronise the systems to ensure your data is up to date - Synx will do it for you!
Your CRM data can be presented on any of your Sitefinity website pages using a multitude of chart and grid types - whichever suits the data type.
Synx have provided an intuitive way to select and populate your data in a variety of attractive formats.
Both grids and charts can be edited quickly and easily, whilst grids can be easily exported to Excel and PDF formats.
Forms can be created pulling/updating data from multiple providers using CRM Entities and Attributes.
With Sitefinity, you can still create your forms using the Form Builder. We have added various intuitive custom fields to allow you to display data or push it back to the CRM with ease.
An intuitive setup process will ensure CRM Synx is as simple as possible.
After using our installer to get Synx into your Sitefinity project and activating the module, simply add your CRM credentials to start your first sync and get up and running quickly.