Course 816708

Dynamics 365 Portals - Deploy, Customize and Manage (CRM)

Dynamics 365 (CRM) Portals

The Dynamics 365 (CRM) Portal is an excellent add-on to Dynamics 365 (or CRM 2016). The platform provides you with the ability to expose CRM data or have web forms populate a CRM record. The Portal primary use is to manage Partners, Vendors, Employees, Communities, or a Custom Portal:

Corresponding Exam: None

What You'll Learn

In this class, you will:

  • Build and enhance our web/Dynamics 365 (CRM) portal without needing developer skills
  • Integrate with existing systems such as social media sites
  • Configure and deploy complex forms quickly and easily
  • Provide our stakeholders with self-service facilities
  • Support your customers, vendor, partner, employees or build your own
  • Streamline our monitoring and reporting

Course Outline

Module 1: Introduction to Dynamics 365 Portals

Dynamics 365 Portal Server offers a solution to manage partners, vendors, employees, communities or create a custom portal. This module describes the types of portals you can use to manage you organization. The Dynamics 365 portal is an add-on to Dynamics 365 and require familiarity with Dynamics 365 (CRM).

Lessons

  • Dynamics 365 Portal Overview
  • Overview of Azure Online
  • Linking Dynamics Portal to Dynamics 365 (CRM)
  • Lab: Managing Dynamics Portals

Module 2: Content Publishing

Learn how to modify Dynamics Portal content using web-based controls directly on the web site.

Lessons

  • Add, delete, modify
  • Web pages, web files, blogs, forums, events, shortcuts
  • Edit buttons to change copy, content snippets
  • Editable web link sets
  • All content ultimately stored in Dynamics 365 (CRM)
  • Lab: Modifying Dynamics Portal content

Module 3: Dynamics Portal Components

This module explains how to implement Dynamics Portal Components.

Lessons:

  • Website and website binding
  • Web pages and files
  • Page templates
  • Site settings
  • Publishing states
  • Redirects
  • Managing the Dynamics Portal web components

Module 4: Liquid Templating

This module explains how to redeploy codebase to add dynamic content Stored in the CRM as Web Templates, or in the content of a Web Page or Content Snippet.

Can be used to template Web Pages, Entity Lists, and record information.

Lessons

  • Web template entity
  • Web template attributes
  • Dynamic content using Liquid
  • Rendering content
  • Template inheritance
  • Lab: Configuring a Template

Module 5: Portal Theming

This module explains how to implement Portal Theming.

Lessons

  • Introduction and planning portal theming
  • Dynamics 365 Portals use a front-end framework in all starter portals
  • This refers to the structure of HTML and the elements and CSS styles used
  • Provides an easy to use platform for designers
  • Many elements built Out of the Box to save on design time
  • Responsive CSS out of the Box
  • Front-end framework built on Bootstrap
  • Lab: Implementing Theming

Module 6: Content Authorization

This module explains how to plan and implement Content Authorization.

Lessons

  • Planning Content Authorization
  • Implementing authentication
  • Permissions on the portal are managed by two types of permission sets
  • Site Map (Content Management) Permissions
  • Used to managed front-side editing and web page access
  • Web Pages, Web Files, Forums, Blogs, Events, Ideas
  • Anything that has a URL and is an OOB feature
  • Entity Permissions
  • Anything else; including custom entitles
  • Used by Entity Forms and Lists
  • Lab: Planning and implementing Content Authorization

Module 7: Entity List

This module explains how to plan and implement CRM Data to webforms

Lessons

  • Makes use of Data in the CRM In the form of an Entity List
  • Attached to a web page—a web page displays a View
  • Can have associated details page for viewing or editing data
  • Displayed as a Grid on the Portal
  • Include Link to Edit/View page
  • Filtered via CRM views
  • Contact-Level security via CRM relationship to Contact or Account
  • Lab: Planning and implementing Entity List

Module 8: Entity Permissions

This module explains how to implement platform as a service (PaaS) cloud services.

Lessons

  • Allows entity-scoped permissions to be defined for a Web Role
  • Allows for permissions to be added to any arbitrary entity in the CRM, either OOB, ADX, or custom
  • A Web role has any number of related permissions
  • Scope Defines whether to grant permission to all records in the CRM, or only specific records
  • Rights are granted granularly
  • Enable permissions on any Entity Forms, Entity Lists that you build
  • Lab: Enable permissions on Entity Forms and List

Module 9: Entity Forms

This module explains how to implement Entity Forms.

Lessons

  • Allow users to define entity forms and custom logic within the Dynamics 365
  • Data entry forms within Dynamics Portals
  • No coding required
  • Can use existing CRM forms on the Portal
  • Lab: Implementing Entity Forms

Module 10: Web Forms

This module explains how to manage Web Forms

Lessons

  • Extends the Entity Form concept
  • Define an entire multi-step process
  • A Web Form has one or more steps
  • Each step can essentially act as an Entity Form, or perform some other type of logic
  • Add additional metadata to forms
  • Lab: Implementing and managing Web Forms

Module 11 Course Review and Conclusion

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


816708Dynamics 365 Portals - Deploy, Customize and Manage (CRM)
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Dynamics Edge
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Price: $1595
Duration: 2 days
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