Extend Dynamics 365 portals

Intermediate
Developer
Functional Consultant
Dynamics 365
Customer Engagement

The ability to easily surface and interact with Common Data Service data on an externally facing web site is the core benefit for implementing a Dynamics 365 portal. This learning path describes how to transform a content portal into a full web app interacting withCommon Data Service. We will explain how to secure data access based on the authenticated user role and relationship to the data. We will also cover the options available to customizers and developers to extend the portal functionality and integrate with Office 365 and Power platform components.

Prerequisites

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

Modules in this learning path

The ability to easily surface and interact with Common Data Service data on a website is one of the core benefit for implementing a Dynamics 365 Portal. This module will focus on the techniques and methods to display and interact with Common Data Service data on the Dynamics 365 Portal.

Dynamics 365 portals include the features that allow secure access to the Common Data Service data. This module will focus on the Common Data Service data security, how to scope and apply permissions to the portal users and how to manage data access restrictions.

Many business requirements can be achieved by configuring the out of the box Dynamics 365 portals components. However, there always will be some critical needs and functionality that will require custom development. While the hosted portal components cannot be changed or extended, the Dynamics 365 Portals provide many other various extension and integration methods for developers.