Dynamics 365 CRM Portal Capabilities


Portal Capabilities for Microsoft Dynamics CRM:

1.Good expertise in web engagement and CMS frameworks with an integrated bundle of web portal solutions for content management, knowledge and case management, opportunity management, membership, profile, and self-service capabilities to Dynamics CRM.

2.Use portals to set up an interactive, web-based sales, services, support and social engagement application platform.


3.Grow communities and deepen relationship with your users.

4.Use the front-side editing engine to publish content on a portal, plus a guide to the entities that make up the portals content management system.

5.Enable partner opportunity registration, management and routing. Your partners can manage these opportunities including updating their progress on opportunities that have been accepted.

6.Configure the portals and customize Dynamics CRM to modify the behavior or visual style of the portal, add dynamic content to the pages, assign rights and permissions to secure content and much more. 

CRMOnce: AdxStudio(Nao's) Portals online training & course content

Subject : CRM 2016 AdxStudio(Nao's) Portals Training 

AdxStudio Course Content

Module 1:  Introduction

1. Portals Overview & CRM Integration
2. Installation and Configuration
3. Content Publishing

Module 2: Styling & Portal User Configuration

 Portal Theming: 
How to use the included front-side framework to brand and theme your portal with minimum development time, while maintaining a slick, responsive layout

Liquid Templating: 
How to use the included Liquid Templating language to create powerful web templates and radically customize your portal - all without any code changes.

Registration & Invitations: 
In-depth look at configuration of out-of-the-box registration modes and invitation model

Authentication Options: 
A discussion of the OOB options that can be used to configure Authentication.

Content Authorization: 
How to assign rights and permissions to secure content and allow front-side editing.

Module 3: Entity Forms, Lists & Permissions

 Entity Forms: 
How to render Forms on the Portal for arbitrary CRM entities quickly and easily by using the Out-of-the-Box Entity Form feature

Entity Lists: 
How to render CRM Views as Lists on the Portal using the incredible Entity List feature. We'll also deep-dive into Advanced Entity List options including Map view, Calendar view, oData feeds, custom actions, and Entity List Templating.

Entity Permissions: 
How to assign rights and permissions to arbitrary CRM entities, using the Adxstudio Portals Security Model

Module 4 : Developer Quick Start

 Web Forms: 
How to create complex and powerful multi-step wizards and processes on your portal, via the powerful Adxstudio web forms feature.

Portal Structure: 
Explanation of Master Portal Codebase, its OOB features and structure.

 Developer Best Practices: 
How to go about extending the Master Portal Web project

 Security

ADX Studio extensions (ASP.net programming)

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