Work with portals in Dynamics 365

Intermediate
Functional Consultant
Business User
Dynamics 365
Customer Engagement

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. This learning path describes how portal components work within context of Dynamics 365 to deliver the content and Common Data Service for Apps data to external and internal audiences. We will cover the topics of user authentication and how to secure access to different parts of the portal content based on the target audience and relationship to the content.

Prerequisites:

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

Modules in this learning path

Work with Dynamics 365 portal components

Dynamics 365 portals provide a powerful option to surface content and Common Data Service data to an external audience. Understanding on how portals extend and work within context of Dynamics 365 and how the components work together will assist users in planning, designing and troubleshooting portal implementations.

Manage users and authentication in Dynamics 365 portals

As an individual, the external user may have a number of identities from which to choose when registering and accessing a portal. It is important to understand the different ways to onboard portal users and the options that can be made available to portal users for validating their identity and maintaining their profiles.

Create content in Dynamics 365 portals

Create engaging content for the internal and external audiences using Dynamics 365 portals content management system. Explore the CMS of Dynamics 365 portals to design, create, and publish static content as part of a portal implementation. Learn the requirements for content management and design, and the need to secure the content.

Secure Dynamics 365 portals content

Dynamics 365 portals include capabilities to secure access to different parts of the portal content based on the target audience and relationship to the content. Portal security governs both visibility and management of specific content such as individual pages or the entire sections of the site.