Get started with Dynamics 365 Portals

Intermediate
Functional Consultant
Dynamics 365
Customer Engagement

Dynamics 365 Portals provide a great way to allow internal and external audiences to view and interact with data from Dynamics 365 and should be a consideration as a pillar in an organization's overall web strategy. This learning path introduces you to the Dynamics 365 Starter Portals that can be quickly provisioned to serve a variety of different audiences and workloads. We will also cover fundamentals of portal administration, maintenance, and troubleshooting..

Prerequisites

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

Modules in this learning path

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.

Dynamics 365 Starter portals are pre-configured portal solutions available to accelerate deployment. Typical portal projects will have unique requirements but a starter portal provides an environment immediately suitable for specific scenarios and audiences.

Administration and support functions of the Dynamics 365 Administration Center are used to provision and maintain portals. In addition to managing portal and assisting customizers with portal troubleshooting, administrator's responsibility may include migration of the portal configuration between the Dynamics 365 instances.