Get started with the portal content editor

Dynamics 365 portals offers a powerful suite of editing tools. Users with suitable permissions can add, modify, or delete webpages and their content without having to directly access the databases and web servers that physically contain these entities. Editing can be performed in any modern browser and is accomplished through the use of two powerful yet intuitive tools. More information: Control webpage access for portals.

This document assumes that you have permission to perform these tasks. If you do not, ask your portal administrator to arrange this for you. The permissions can be assigned to individual pages, so be sure to specify which pages you will need to edit.

Note

If you are using the sample organization, sign in with administrator as the username and pass@word1 as the password.

Use the content editor toolbar

Sign in first. This will enable content editing for users with this permission. A toolbar on the right hand side allows you to edit the page properties. A blue edit button will appear when the mouse moves over any content that can be managed by the user.

Option Description
Preview On/Off When on, published and unpublished content will be visible. When off, only published content can be seen.
Edit Opens a dialog where one can change the properties for the current page.
Delete Deletes the current page.
New Opens a menu where one can chose to create a child page, file, event, forum or shortcut.
Children Opens a dialog containing child records for the current page where one can reorder, edit, or delete them.

Edit the header

Place the mouse cursor over the page header and click the blue edit button that appears. This will open a rich-text editor. Change the header text and click the disk icon to save the changes. More information: Customize content by using content snippets.

Add a new webpage

To add a new webpage from the portal, click New in the toolbar, and then click Child page in the drop-down menu. Fill in the properties for the new child page. Click Save to create the new page. The new page is created as a child of the webpage you were on when you clicked New > Child page.

Add a new child page

Create a new child page

After being redirected to the newly created page. Point to the large rectangular box under the page title and click the blue edit button that appears. Add some content, and then click the disk icon to save the changes. More information: Get started with the portal content editor.

Web pages can also be added in Dynamics 365. Translating a webpage is done in Dynamics 365, so start by navigating to Portals > Web Pages and clicking the +New button. Fill in the form and click Save. Change the Publishing State from Draft to Published when it is ready for use on the website. The Localized Content section can be filled in after the webpage is created to create the different translations needed.

Create a new web page

Edit the primary navigation

Web link sets are groups of links used for navigation based on location on the webpage. Primary Navigation is the web link set that you see at the top of every webpage, and it can be edited in the portal with the system administrator web role.

  1. Place the mouse cursor over the primary navigation and click the Edit button that appears. This will open a dialog with a list of web links that can be reordered or removed, as well as an option to add new links.
  2. Click the row with the green plus icon.
  3. Enter the name for the page just created.
  4. Set a link to it using the Page field drop-down.
  5. Click the Save button for the new link dialog and for the primary navigation dialog.

Manage child pages

From the home page, Click Children in the toolbar. This will open a dialog with a list of all child pages for the page you were on when you clicked Children. There should be some pages with an icon of an eye with a line through it. This icon indicates the page is not visible in the site map, but if published it can still be viewed if linked to directly. As with a web link set, one can reorder, edit, or delete the webpages listed.

Delete a page

Navigate to the page to be deleted and click the Delete button in the toolbar. Click Yes to confirm. When deleting from the toolbar the pages are placed into a deactivated state instead of being deleted. Any child pages of the deleted page will also be deactivated.

Delete a page confirmation

Note

Certain webpages are important to have for a properly functioning website, for instance, a sign in page or 404 page. Be sure not to delete these pages, as doing so can cause a website to stop functioning properly.

See also

How to provision a portal
Use the front-side editing engine to publish content
Customize content by using content snippets