Subject: How to Configure CRM Portal for Dynamics 365 CRM(Trail Instance)
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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