Microsoft Dynamics
Our portals let you extend existing Microsoft Dynamics CRM investments, data, workflows & processes to your customers or partners.
Connect with Microsoft Dynamics 365 or on premise with no custom coding
- It comes pre-configured and seamlessly integrates with any standard or custom entities, allowing them to be displayed in your portal effortlessly.
- You retain full control over user access and security, while providing customers or partners with data access. Learn more below and by flipping through the tabs above flipping through the tabs above ☝️
Microsoft Dynamics remains system of of records within your portal
When interacting with Microsoft Dynamics entities, Magentrix uses Microsoft Dynamics IDs as primary keys, ensuring Microsoft Dynamics remains the system of record. When records are created from Magentrix into Microsoft Dynamics, Magentrix first generates the record directly within Microsoft Dynamics. Once successfully created, the data is synced back into Magentrix. This process ensures that any validation rules or triggers defined in Microsoft Dynamics are respected, preventing the creation of invalid data and displaying the appropriate message to the user if any issues arise.
Similarly, when a record is updated in Magentrix
The platform first submits the data to Microsoft Dynamics. Once the data is successfully committed, it is then synced back into Magentrix. If the update fails in Microsoft Dynamics, an appropriate notification message is displayed in Magentrix.
How Magentrix's integration to Microsoft Dynamics is different than competitors
🟣 Magentrix offers the most comprehensive Microsoft Dynamics integration among PRM vendors, providing a seamless experience that feels like you're working directly within Microsoft Dynamics.
🟣 The integration is built in-house, without relying on any third-party vendors. This gives our team complete control over its management and functionality.
🟣 By eliminating the need for third-party vendors, you gain more cohesive data management, greater customization options, and enhanced flexibility. This ensures that changes or issue resolutions are handled quickly, without causing delays for you, your partners, or your customers.
Data objects in Microsoft Dynamics connected to your partner portal or customer portal
→ Almost all data Entities that are in Microsoft Dynamics are accessible to Magentrix.
→ This means you can bring almost all Entities that are available in Microsoft Dynamics into Magentrix and have users interact with those Entities right within the Magentrix portal.
Magentrix gives you independence to do it yourself (DIY)
→ This process can be done by Magentrix customers without involving the Magentrix team
→ You have the ability to build complex forms and user interfaces on Entities you’ve brought into the portal from Microsoft Dynamics.
Validation rules from Microsoft Dynamics applied to your portal
In addition to validation rules that are defined in Microsoft Dynamics, with Magentrix, you can apply further validation rules and field level security to personalize the experience for your partners or customers.
Syncing Microsoft Dynamics records to Magentrix
Any records created or modified in Microsoft Dynamics are synced to Magentrix using a Smart Sync Technology developed by Magentrix on time based intervals.
Magentrix Smart Sync Technology will analyze how often and how many records are changed in Microsoft Dynamics, and it will automatically adjust the sync interval as needed.
How our Salesforce integration has helped make operations easier
Brad Hoyle
"Easy Salesforce integration, standard tools, and custom build-ability. Partner Portal. This was a great alternative to Community Cloud which wasn't a financially viable option for us." Read more.
Athena H.
"... looking for a PRM that had great functionality, but one in which we could "build" ourselves on a low-code, no-code platform. Magentrix was just that. It not only integrates into SF, but mimics SF. It is easy to use, intuitive, and provides loads of features." Read more.
Jayson Peterson
"The Salesforce integration was simple and has proven to be the most beneficial feature."
Read more.
“One of the things that we absolutely love about Magentrix is the two-way nature of it. Your integration with Salesforce was a huge plus. The ability for our partners to communicate with our Salesforce and for our Salesforce to communicate with our partners was a real driving characteristic ..."
→ Watch the video or read the full case study to learn more.
Allen Dixon
Alex on a well-known, series-B PRM vendor:
“When it comes to data-mapping, it became evident that it was almost impossible for certain components to be moved over from Salesforce to the PRM or vice versa. Even though they were relying on Workato, they were still claiming that it was a native integration."
→ Watch the video to hear more on why a CRM integration that mirrors your data (not just maps it) in your PRM matters.
