816708-02 Dynamics 365 Portals - Deploy, Customize and Manage (CRM)
Course Description
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