--- title: "The Portal Connector Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about The Portal Connector Software - reviews, pricing plans, popular comparisons to other Portal products and more." source_url: "https://www.capterra.com/p/169444/The-Portal-Connector/" page_type: "product" language: "en" --- # The Portal Connector Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 15, 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 Free version not included 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://www.g2.com/products/the-portal-connector-for-d365ce/claim_requests/new?auto=true) ## The Portal Connector Overview Updated September 2026 AI summary The Portal Connector provides businesses of all sizes with a web-based platform for building and managing secure client and self-service portals. Covering features like content management, document sharing, customizable branding, and collaboration tools, it also supports workflow management, single sign-on, and secure data storage. Deployment is cloud-based, with options for customizable forms, templates, and role-based access controls. ## 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 (633) Value For Money 0.0 (0) Value For Money 4.2 (604) Customer Service 0.0 (0) Customer Service 4.4 (591) ## The Portal Connector alternatives [4.7 (1,069)](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 (5,315)](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 [SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) [4.8 (633)](https://www.capterra.com/p/154949/SuiteDash/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/154949/SuiteDash/) Highest Rated [kitchen.co](https://www.capterra.com/p/10013202/kitchen-co/) [4.9 (121)](https://www.capterra.com/p/10013202/kitchen-co/reviews/) Starting price $29.00 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/10013202/kitchen-co/) ## 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 want to give customers a self-serve web portal using Dynamics CRM or Dynamics 365 data. It is especially suitable for customer service scenarios across sectors, with no industry-specific restrictions stated. Features and Usability ### What are the key features of The Portal Connector? The Portal Connector offers a client portal and self service portal with customizable forms, templates, and branding. Core capabilities include API access, workflow management, document management, file sharing, content management, activity dashboard, search and filter, role-based permissions, access controls, single sign on, and secure data storage. Integrations ### Which third-party tools and platforms does The Portal Connector integrate with? The Portal Connector integrates with Microsoft Dynamics 365 and Microsoft SharePoint. These two Microsoft platforms cover core CRM and content management connections for portal deployments, giving The Portal Connector a focused integration set for organizations already using Microsoft business systems. 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 to help teams get started. In person and live online formats support guided instruction, webinars present training in a group setting, and documentation offers written reference material for self-paced review. 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 is available to describe support quality, response times, or common frustrations, so the available support channels can only be stated directly from the catalog data. ## Features AI summary Based on 987 Portal reviews Capterra data shows that buyers of portal software rank the following features as their top priorities: - **Client Portal** (**64%** of reviewers rated this feature as critical) - **SSL Security** (**76%**) - **Data Security** (**72%**) The Portal Connector includes **Client Portal** and **Data Security**, giving businesses a way to share information with clients while protecting sensitive records. However, it does not include **SSL Security**. Instead, it offers other important capabilities that reviewers also value, such as **Secure Data Storage** (**68%**), **Access Controls/Permissions** (**56%**), and **File Sharing** (**55%**). These features help businesses protect stored files, control who can view or edit content, and exchange documents more efficiently, helping teams manage client interactions with greater confidence. 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 ### All Features - 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 - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Workflow Management: 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.