# The Portal Connector Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about The Portal Connector Software - reviews, pricing plans, popular comparisons to other Portal products and more. Source: https://www.capterra.com/p/169444/The-Portal-Connector --- # The Portal Connector Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) The Portal Connector ## What is The Portal Connector? Seamless two-way integration between your existing Microsoft Dynamics CRM and Dynamics 365 information and a secure and customizable online portal gives you more effective, accurate, and profitable Customer Service experiences faster. Drag and Drop tools mean you can manage your portal without coding skills, and a full content manage system allows you to manage your web assets and corporate brand. The Portal Connector comes with these great tools! ## What is The Portal Connector used for? [Portal](https://www.capterra.com/portal-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $995 Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for The Portal Connector?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.pavliks.com&name=The Portal Connector) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### The Portal Connector 0.0 VS. [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting Price $995 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.3 (89) Value For Money 0.0 (0) Value For Money 4.2 (84) Customer Service 0.0 (0) Customer Service 4.4 (87) ## The Portal Connector alternatives [4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (1,058)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (5,298)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [HulerHub](https://www.capterra.com/p/230087/Huler-Hub/) [4.9 (89)](https://www.capterra.com/p/230087/Huler-Hub/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230087/Huler-Hub/) ## FAQs about The Portal Connector Overview ### What company size and specific industries is The Portal Connector built for? The Portal Connector is designed for businesses of any size in any industry that need a self-service web portal for customers using Dynamics CRM or Dynamics 365 data. It is suited for customer service scenarios across sectors, rather than for a single industry or company size. Features and Usability ### What are the key features of The Portal Connector? The Portal Connector offers client portal and self service portal capabilities, with customizable forms, templates, and branding for portal setup. It includes workflow management, document management, file sharing, and collaboration tools, plus access controls and role-based permissions. Additional features include single sign on, API access, activity dashboard, calendar management, and secure data storage. Integrations ### Which third-party tools and platforms does The Portal Connector integrate with? The Portal Connector connects natively to Dynamics 365 and Microsoft SharePoint. These integrations cover customer relationship management and content management workflows, allowing the product to work with Microsoft business applications and data sources. Getting Started and Support ### What training and onboarding options does The Portal Connector offer? The Portal Connector provides in person training, live online sessions, webinars, and documentation. In person and live online formats support guided instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review and setup support. Getting Started and Support ### What customer support options does The Portal Connector offer? The Portal Connector provides email/help desk, FAQ/forum, phone support, and chat. No reviewer feedback about support quality is available here, so user experience details such as response times, helpfulness, or common frustrations cannot be described from the provided data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Client Portal Private online space that lets businesses securely share documents and provide information access to clients Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together The Portal Connector 22 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share AI models, media files, communicate, and work together Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Assemble applications and processes by dragging over and arranging pre-built components Public or private sharing of digital files such as documents, audio/video, images, and more Store, manage and track all forms in a centralized location Set & manage permission levels based on user roles and restrict access to only authorized individuals Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Create, design and manage workflows for repetitive tasks ## Pricing Free Trial Basic $995.00 Per Month ## Integrations [ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.