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

Attributes

An attribute is a single piece of information about an Entity. For example, attributes of a Person entity would be first name, last name or gender.

After an Entity has been synced with Sitefinity you will need to select which attributes you will be using with Sitefinity.

To select attributes to use with Sitefinity:

  • Navigate to 'Administration > Synx'
  • Click on the actions menu of the MS Dynamics connector and select 'Entities'
    successfully installed synx
    • Once the Entity listing has loaded, search and locate in the listing the entity you wish to view
    • Click the actions menu of the entity and select 'Attributes'
    successfully installed synx
    • A list of available attributes will now be displayed
    • For each attribute to be used in the system, click the actions menu and select 'Use in interface'
    successfully installed synx

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    A personal demo will include:

    • Features and benefits of Synx
    • How to Install, configure and use Synx
    • Introduction to Data Fields
    • Introduction to Grids and Charts
    • Questions and answers