Capabilities, products and features

Every licensable feature on the platform. Plans bundle features; products add them.

Web Parts / SPFx — Cards, tiles, dashboards, calendars, org charts, charts, tabs, navigation, search, directories

CardsTilesDashboardsCalendarsOrg chartsChartsTabsNavigationSearchDirectories

Intranet — Home pages, news, employee communications, personalization, mega menus, templates, branding

Home pagesNewsEmployee communicationsPersonalizationMega menusTemplatesBranding

Forms — Custom forms, conditional logic, validation, cascading fields, responsive design

Custom formsConditional logicValidationCascading fieldsResponsive design

Workflow — Approvals, notifications, task routing, business processes, escalation, automation

ApprovalsNotificationsTask routingBusiness processesEscalationAutomation

Document Management — Versioning, metadata, document generation, PDF, OCR, templates

VersioningMetadataDocument generationPDFOCRTemplates

Records Management — Retention, disposition, classification, legal holds, compliance

RetentionDispositionClassificationLegal holdsCompliance

E-signature — Digital signatures, signing workflows, authentication, audit trails

Digital signaturesSigning workflowsAuthenticationAudit trails

Search — Enterprise search, filters, metadata search, people search, content aggregation

Enterprise searchFiltersMetadata searchPeople searchContent aggregation

Dashboards / BI — KPIs, charts, reports, analytics, usage/adoption metrics

KPIsChartsReportsAnalyticsUsage/adoption metrics

Employee Directory — People profiles, org charts, departments, skills, contact information

People profilesOrg chartsDepartmentsSkillsContact information

Calendar / Events — Events, multiple calendars, recurring events, scheduling, registration

EventsMultiple calendarsRecurring eventsSchedulingRegistration

Project Management — Kanban, Gantt, tasks, milestones, dependencies, dashboards

KanbanGanttTasksMilestonesDependenciesDashboards

Migration — SharePoint-to-SharePoint, tenant-to-tenant, OneDrive, Teams, file shares

SharePoint-to-SharePointTenant-to-tenantOneDriveTeamsFile shares

Governance — Provisioning, lifecycle policies, permissions, naming, templates, reporting

ProvisioningLifecycle policiesPermissionsNamingTemplatesReporting

Security — Permission analysis, auditing, access monitoring, data discovery

Permission analysisAuditingAccess monitoringData discovery

Backup / Recovery — SharePoint backup, restore, granular recovery, disaster recovery

SharePoint backupRestoreGranular recoveryDisaster recovery

Integration — Salesforce, SAP, Dynamics, SQL, REST APIs, Microsoft Graph, Power Platform

SalesforceSAPDynamicsSQLREST APIsMicrosoft GraphPower PlatformConnector registryData mappings & sync

Branding — Themes, colors, fonts, headers, footers, navigation, custom CSS

ThemesColorsFontsHeadersFootersNavigationCustom CSS

Mobile / Responsive — Mobile layouts, responsive web parts, employee mobile experiences

Mobile layoutsResponsive web partsEmployee mobile experiences

Knowledge Management — Knowledge bases, FAQs, articles, taxonomy, content discovery

Knowledge bases & articlesFAQsTaxonomyContent discovery

SharePoint — All Versions & Hybrid — SharePoint 2001 → Subscription Edition, SharePoint Online (all clouds) and hybrid: inventory, lifecycle, patching, readiness, hybrid, agent, migration waves

Estate inventory (all versions)Support lifecycle & patch complianceUpgrade / migration readinessHybrid configuration (OneDrive, sites, search, taxonomy)On-premises agent & approved tasksMigration waves & SPMT exportSharePoint Online & national clouds

Service Desk / ITSM — Help desk, ticketing, service management, asset management

TicketingSLA timersAsset managementAI triage

Microsoft 365 Management — SharePoint, OneDrive, Teams, Exchange, Entra ID, Intune, Purview, Defender, service health

Tenant inventoryAdmin actionsLicence managementService healthSecure ScoreIntune devicesDefender alertsSign-in & audit logsCopilot readiness

AI & Autonomous Agents — Autonomous AI agents with approval gates, AI assistance across every module

Autonomous agentsApproval gatesAI assist (drafting, classification, answers)

Vendor Database & RFP — SharePoint vendor database, RFP scoring matrix, CSV export

Vendor databaseRFP scoring

Products

PortalCentrix Migrate, Backup & Govern
Class: Fly / Cloud Backup / Governance
Migration, backup, governance, permissions, reporting
PortalCentrix Automation
Class: Nintex Automation
Forms, workflows, approvals, process automation
PortalCentrix Intranet
Class: Valo Intranet
Employee experience, news, navigation, personalization
PortalCentrix Records
Class: Gimmal Records Management
Retention, disposition, compliance, governance
PortalCentrix Legal Information
Class: Aderant SharePoint solutions
Document management, search, intranet
PortalCentrix Migrate & Administer
Class: ShareGate
Migration, governance, reporting, Teams/SharePoint management
PortalCentrix Governance
Class: Rencore
SharePoint/Teams governance, lifecycle, policy
PortalCentrix Provisioning
Class: Orchestry
Provisioning, templates, lifecycle, governance
PortalCentrix Administration & Analytics
Class: SysKit Point
Governance, reporting, Teams/SharePoint analytics
PortalCentrix Data Web Parts
Class: Lightning Tools Suite
Charts, dashboards, metadata, navigation
PortalCentrix Service Desk
Class: Crow Canyon
Help desk, ticketing, forms, workflows
PortalCentrix Business Apps
Class: Bamboo Solutions
Web parts, business applications, dashboards
PortalCentrix Productivity Web Parts
Class: Virto SharePoint Web Parts
Calendar, Gantt, Kanban, charts, forms
PortalCentrix Forms & Navigation
Class: KWizCom
Forms, calendars, navigation, permissions
PortalCentrix Productivity Templates
Class: SharePoint solutions
Templates, components, training, solutions
PortalCentrix Portals
Class: SharePoint solutions
Forms, workflows, portals
PortalCentrix Collaboration Components
Class: SharePoint components
Web parts, intranet components
PortalCentrix Extensibility (SPFx-class)
Class: SPFx components
Custom web parts, extensions, applications
PortalCentrix ITSM
Class: Cireson
Service management, tickets, asset management
PortalCentrix SharePoint Estate & Hybrid
Class: platform
All SharePoint versions, hybrid, lifecycle, readiness, on-prem agent, migration waves
PortalCentrix Process Automation
Class: K2 / Nintex Automation
Forms, workflows, applications, reporting

Solution packs

Migration pack
Migration, assessment, restructuring, validation
Backup & ransomware recovery pack
Backup, restore, ransomware recovery
Governance pack
Provisioning, lifecycle, policy, governance
Compliance pack
DLP, permissions, records, compliance
Intranet pack
Intranet, news, personalization, navigation
UI components pack
Dashboards, charts, calendars, search, UI
Process automation pack
Workflow, approvals, forms, RPA
Document control pack
DMS, metadata, versioning, document controls
Knowledge discovery pack
Enterprise search, taxonomy, knowledge discovery
Analytics pack
Dashboards, usage analytics, reporting
Contracts & signing pack
E-signature, approvals, contracts
Projects & portfolio pack
Projects, tasks, Gantt, portfolio
Legal pack
Legal DMS, records, retention

Microsoft 365 workloads

SharePoint Server (on-premises, every version)
Portal Server 2001/2003, 2007, 2010, 2013, 2016, 2019, Subscription Edition
SharePoint Hybrid
Hybrid OneDrive, sites, search, taxonomy, app launcher, self-service site creation
SharePoint Online
Sites, libraries, pages, permissions, sharing links, storage
OneDrive for Business
Personal drives, sharing, backup and restore
Microsoft Teams
Teams, channels, owners, guests, lifecycle, archive
Exchange Online
Mailboxes, mailbox settings, auto-replies, shared mailboxes
Microsoft Entra ID
Users, groups, guests, sign-ins, directory audit, password reset, block sign-in
Microsoft Intune
Managed devices, compliance state, sync, asset register
Microsoft Purview
Retention labels, records, legal holds, data discovery
Microsoft Defender
Security alerts, incidents, Secure Score
Viva Connections
Intranet home, news and dashboard experience
Power Platform
Power Automate triggers, Power Apps data, connectors
Planner & To Do
Plans, buckets and tasks alongside PortalCentrix projects
Microsoft 365 Licensing
Subscribed SKUs, assignments, unused licence reclaim
Service Health
Incidents, advisories, message centre
Microsoft 365 Copilot readiness
Oversharing checks, labels and permissions hygiene before Copilot