



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