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

Code: 816708
Course duration: 2 days
Price: $1695
Location Period
Mid-Town New York City (Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Attend Online
02-15 09:00AM to 02-16 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Attend Online
03-15 09:00AM to 03-16 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Washington, D.C. (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll

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

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:

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 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

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-09
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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