Getting Started with Dynamics 365 Portals: Best Practices and Solutions for Enterprises

Chapter Goal: This initial chapter will set the stage for the rest of the chapters by introducing Dynamics 365 Portals. It starts with explaining the how the portal development for Dynamics 365 used to be and the present. In addition to that, the chapter will also cover other options at a high level. Finally, there will be an introduction to the example scenario which will be used explain the features.

No of pages: 20 Pages

Sub -Topics

2.      Evolution of Dynamics Portals

3.      Other technologies available

5.      The example scenario.

Chapter Goal: The second chapter is dedicated to illustrating the steps to set up Dynamic Portal with Dynamics 365 Customer Engagement, and explain the Portal Administration options available using the Portals Unified App. Finally, the chapter will explain the setting and configuring portal security in detail. This section will give the reader an understanding of how the Portal Security works and best practices involved when configuring security.

No of pages: 30 Pages

Sub - Topics  

1.      Setting up the portal app

3.      Portal Security Model (Authentication and Authorizations mechanism)

a.       Authentication: Local and federated authentication

b.      Authorization: Web roles, access rules, access permissions and entity permissions.

Chapter Goal: The third chapter is dedicated to introducing the reader to the basic customizations of Dynamics Portals which explains how to display data on the portal. Starting with creating portal content and to create entity forms, lists and display charts on web pages. This chapter will further explain the content management aspects in detail.

No of pages: 30 Pages

Sub - Topics: 

1.      Creating portal content

2.      Entity Forms

3.      Entity Lists

4.      Display charts

Chapter Goal: The fourth chapter will explain the Web Forms feature in detail with examples. This chapter will explain improving the user experience with web forms by configuring a wizard like data entry experience. The reader will be given comprehensive explanation of both single and multiple steps with conditional logic. Final section of the chapter is dedicated to configuring and managing document storage.

No of pages: 30 Pages

Sub - Topics:

2.      Defining the steps (redirect steps, conditional steps) and loading data

3.      Configure web form metadata and sub-grids

Chapter Goal: The objective of the fifth chapter is to introduce the reader to the Liquid templates which provides the capabilities of implementing custom web experience to the end users. Primary focus is given to language basics with examples.

No of pages: 25 Pages

Sub - Topics:

5.      History of Liquid Templates

7.      Template inheritance

8.      Liquid objects, tags and filters

Chapter Goal: Chapter six is all about using the Liquid Templated for developing and implementing advanced templates. Objective of this chapter is to give few real-world examples to utilize the Liquid Templates to develop dynamic content.

No of pages: 30 Pages

Sub - Topics:

1.      Custom page templates

3.      How to display entity lists on a page

4.      Using FetchXML in Liquid templates