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

Code: 816708-02
Course duration: 2 days
Price: $1,595
Location Period
Greenwich, Connecticut (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Palm Beach County Florida (Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Attend Online
10-29 09:00AM to 10-30 05:00PM
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Raleigh, North Carolina (Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
10-29 09:00AM to 10-30 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Secaucus, New Jersey (Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Attend Online
11-12 09:00AM to 11-13 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
11-12 09:00AM to 11-13 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Greenwich, Connecticut (Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Attend Online
11-26 09:00AM to 11-27 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
11-26 09:00AM to 11-27 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Attend Online
12-10 09:00AM to 12-11 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
12-10 09:00AM to 12-11 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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Secaucus, New Jersey (Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-07 09:00AM to 01-08 05:00PM
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Attend Online
01-07 09:00AM to 01-08 05:00PM
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Attend Online
01-21 09:00AM to 01-22 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Mid-Town New York City (Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-21 09:00AM to 01-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
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Attend Online
02-04 09:00AM to 02-05 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
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Washington, D.C. (Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
02-04 09:00AM to 02-05 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Attend Online
02-18 09:00AM to 02-19 05:00PM
enroll
Raleigh, North Carolina (Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
02-18 09:00AM to 02-19 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
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Mid-Town New York City (Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
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Attend Online
03-04 09:00AM to 03-05 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-04 09:00AM to 03-05 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
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Attend Online
03-18 09:00AM to 03-19 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
enroll
Washington, D.C. (Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
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NYC-23rd Street (Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
03-18 09:00AM to 03-19 05:00PM
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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 

 

Guaranteed to Run

2020-11-26 09:00 to 2020-11-27 17:00
Attend Online
2020-11-25 09:00 to 2020-11-27 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-13
09:00 to 17:00
Attend Online
2020-11-12 09:00 to 2020-11-13 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-10-29 09:00 to 2020-10-30 17:00
Attend Online
2020-10-26 09:00 to 2020-10-30 17:00
Attend Online

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