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.
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.
|Preview On/Off||When on, published and unpublished content will be visible.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
Point to the page header and select the blue edit button that appears. This will open a rich-text editor. Change the header text and select 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, select New in the toolbar, and then select Child page in the drop-down menu. Fill in the properties for the new child page. Select Save to create the new page. The new page is created as a child of the webpage you were on when you selected New > Child page.
After being redirected to the newly created page, point to the large rectangular box under the page title and select the blue edit button that appears. Add some content, and then select 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 selecting the +New button. Fill in the form, and then select 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.
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.
- Point to the primary navigation and select the Edit button that appears. This will open a dialog box with a list of web links that can be reordered or removed, and an option to add new links.
- Select the row with the green plus icon.
- Enter the name for the page you just created.
- Set a link to it by using the Page field drop-down menu.
- Select Save for the new link dialog box and for the primary navigation dialog box.
Manage child pages
From the home page, select Children in the toolbar. This will open a dialog box with a list of all child pages for the page you were on when you selected 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 select Delete in the toolbar. Select 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.
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, because doing so can cause a website to stop functioning properly.