Dynamics 365 Portal

Course Outline

Module 1: Provision a Portal 

Lessons

·        Enable multiple-language portal support 

·        Troubleshoot provisioning   

Module 2: Manage a Aortal 

Lessons

·        Supported web browsers   

Module 3: Configure a Portal

Lessons

·        Behaviour and format of the date and time field 

·        View the primary domain name in Dynamics 365

·        View email records in a portal timeline 

·        View activity of a user on a portal 

·        Create web roles for portals 

·        Manage knowledge articles by using content access levels

·        Use faceted search to improve portal search 

·        Engage with communities by using the community portal 

·        Display file attachments with knowledge articles

·        Set up and moderate forums

·        Manage forum threads

·        Configure and manage knowledge categories and articles 

·        Configure web roles for a partner relationship management (PRM) portal 

·        Create and expose portal content easily

·        Create a theme for your portal 

·        Configure site settings for portals 

·        CORS protocol support 

·        Configure Dynamics 365 portal authentication 

·        Place child nodes by using shortcuts for portals 

·        Configure a contact for use on a portal

·        Set authentication identity for a portal 

·        Azure AD B2C provider settings for portals

·        Configure OAuth2 provider settings for portals 

·        Configure Open ID Connect provider settings for portals

·        Configure WS-Federation provider settings for portals 

·        Configure SAML 2.0 provider settings for portals 

·        Authenticate the Facebook App 

·        Control webpage access for portals 

·        Add record-based security by using entity permissions for portals

·        Enable Azure Storage 

·        Add the Azure Storage web resource to a form

·        Define entity forms and custom logic within the Dynamics 365 portal

·        Define web form properties for portals   

Module 4: Web Form Steps for Portals

Lessons

·        Configure web form metadata for portals 

·        Configure Web form sub grids for portals

·        Configure notes for entity forms and web forms on portals

·        Add a webpage to render a list of records

·        Create and run advertisements on a portal

·        Gather feedback by using polls on a portal 

·        Rate or vote on a webpage or blog post on a portal 

·        Add a redirect URL to a new URL on a portal 

·        Clear the server-side cache for a portal 

·        Get Dynamics 365 data on the portal 

·        Integrate Project Service Automation 

·        Integrate Field Service 

Module 5: Manage Portal Content 

Lessons

·        Get started with the portal content editor 

·        Use the front-side editing engine to publish content 

·        Create forum posts on the portal 

·        Moderate forums 

·        Subscribe to alerts 

·        Manage blogs 

·        Crowd source ideas 

·        Create, edit, and distribute opportunities in Dynamics 365  

·        Manage web links in Dynamics 365 or on portals 

·        Invite contacts to your portals  

Module 6: Customize Content by Using Content Snippets 

Lessons

·        Add geo location

·        Add a Dynamics 365 chart to a webpage in portal

·        Add dynamic content and create custom templates

·        Store source content by using web templates   

Module 7: Understand Liquid Operators 

Lessons

·        Available Liquid types 

·        Available Liquid objects 

·        Available Liquid tags 

·        Available Liquid filters 

·        Available Liquid conditional operators   

Module 8: Available Tags 

Lessons

·        Control flow tags 

·        Iteration tags 

·        Variable tags

·        Template tags 

·        Dynamics 365 entity tags   

Module 9: Create Advanced Templates for Portals 

Lessons

·        Create a custom page template by using Liquid and a Web Template page template

·        Render up to three levels of page hierarchy by using hybrid navigation

·        Render the entity list associated with the current page 

·        Create a custom page template to render an RSS feed

·        Render a website header and primary navigation bar 

·        Enable header and footer output caching on a portal