Introduction to Dynamics 365 portals

Intermediate
Functional Consultant
Dynamics 365
Power Platform

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

Extend the Dynamics 365 Customer Engagement apps such as sales, customer service, marketing, field service, project service automation, and Dynamics 365 custom apps to external and internal audiences such as customers, partners, and employees. Use portals to set up an interactive, web-based sales, services, support, and social engagement application platform to connect with the customers, engage with communities, manage site content, and empower your channel partners. Implementation of a portal solution requires a broad understanding of the capabilities of Dynamics 365 Portals, their structure and components. Dynamics 365 Portals are designed for interaction with the internal and external audiences, there are additional requirements for content management and design, as well as the need to secure the content.

In this module, you will:

  • Identify the capabilities of portal solutions
  • Describe portal provisioning process
  • Understand the Dynamics 365 core components
  • Describe how to control user access to portal content and Dynamics 365 data

Prerequisites

A basic understanding of how to navigate and customize Dynamics 365 apps.