Portals for Microsoft Dynamics 365 Craig Fleming Adoxio Business Solutions #CollaborateCanada

In This Session Customer Engagement Portals background Features out of the box Exposing CRM customizations – app building Using custom client side code for app building - DataTables Open Source Code What’s new in fall 2017?

Available Portals Custom Portal Customer Self-Service Portal Employee Self-Service Portal Partner Portal Community Portal Trial: https://www.microsoft.com/en-us/dynamics/free-crm-trial.aspx Documentation: https://docs.microsoft.com/en-us/dynamics365/customer- engagement/portals/administer-manage-portal-dynamics-365 TIP – Choose the most feature rich for your use case!

Portals Pricing – July 2017 Free with 5 Dynamics 365 Customer Engagement Plan Users Includes 1 million page views/month Additional Portal $608/month CAD Additional Page Views $60.80/month CAD Customers (external stakeholders) do not require a CRM license

Portals Features v8.3 Authentication based on Contact Content Management Case Management Forums Blogs Ideas

Portals Primer Dynamics 365 Azure WebApp CRM SDK HTML5 / CSS3 Bootstrap 3.3.x JQuery 1.12.x Page and Web Templates Liquid - objects/tags/filters

Portal Caching Extensive use of .NET Cache API Data Access Layer - SDK Calls Modules - Server/User Controls Page - Page Output Caching Dependency calculation based on entity names and entity ids Internal Event Hub is used to coordinate cache invalidation in near real time

Demo - Portals Walk About

Portals Advanced Entity List – view definitions Entity Form – form definitions Webforms – flow, branching, transition between different entities Entity Permissions - CRUD Global Contact Account Self Parental

Demo – Portals Applications

Portals Customization and Integrations Expansive ecosystem of client side libraries DataTables - https://datatables.net CMS Hooks Custom JS, CSS, Web Template Mime-type oData Easy! Does not participate in entity permissions! FetchXML and Liquid

Demo – DataTables Library Integration

Customer Engagement Portals Source Code https://www.microsoft.com/en-us/download/details.aspx?id=55789 MIT licence No support and no updates Solutions files are not included in MIT licence, requiring a separate download Bridge for partners and customers using legacy on-prem Adxstudio Is not equivalent to Adxstudio v7.0 (ex. Retail, Gov solutions are not included) Provides a local development environment

XRM Portals Community Edition https://github.com/Adoxio/xRM-Portals-Community-Edition Supported by the community Curated and officially supported by Adoxio Provides bug fixes Maintain the bridge

What’s New – July Release Native support for Azure AD B2C Cloud Identity Management Content Creation Wizard Automates record creation and configuration for exposing entities on the portals Cache Invalidation Portal administrators can manually invalidate the portal cache.

Speculation on the Future Virtual Entities Common Data Service AI and Cognitive Services Portal Management Interfaces

Questions?

Thank You Craig Fleming craig.fleming@adoxio.com https://www.linkedin.com/in/craigfleming/ Check out the community forums www.crmug.com search term “portals”. Please remember to fill out the session survey! #CollaborateCanada