Common Data Service starter portal (Preview)
[This topic is pre-release documentation and is subject to change.]
A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.
You can configure your portal to connect to the Common Data Service environment and allow your users to interact with it. This feature brings in the ability to connect a portal to a Common Data Service environment that does not have any Dynamics 365 for Customer Engagement apps (Sales, Service, or Marketing) preinstalled.
The Common Data Service starter portal comes with the sample data for you to quickly get started. It also has the following built-in page templates:
- Blank page
- Blank page with title
- Landing page
- Page with child links
- Page with side navigation
The following table summarizes the features associated with the Common Data Service starter portal:
|Feature||Common Data Service starter portal|
|Customization and Extensibility||•|
|Subscribe to Forum Thread|
|Azure AD Authentication|
|Project Service Automation Integration|
|Field Service Integration|
The Common Data Service starter portal cannot be used on a Dynamics 365 for Customer Engagement organization.
Provision a Common Data Service starter portal
A Common Data Service starter portal is provisioned in the same way as any other portal. The only difference is that you select a Dynamics 365 instance that uses Common Data Service. After selecting the instance, the only portal type you see is Common Data Service Starter Portal. This portal type is the same for all portal audiences. For more information on provisioning a portal, see Provision a portal.
After specifying all the required values, the Configure your portal page looks as follows:
Once the portal is provisioned, a website with the sample pages is available. You can then use them to quickly get started.
Change the Dynamics 365 for Customer Engagement instance, audience, or type of portal
After your portal is created and provisioned, you can change the Dynamics 365 instance associated with your portal to the one that uses Common Data Service. After selecting the instance, the only portal type you see is Common Data Service Starter Portal. This portal type is the same for all portal audiences. For more information on changing the Dynamics 365 instance, see Change the Dynamics 365 for Customer Engagement instance, audience, or type of portal.
After specifying all the required values, the Select Dynamics 365 Instance window looks as follows: