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

3. 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?

4. Available Portals Custom Portal Customer Self-Service Portal
Employee Self-Service Portal
Partner Portal
Community Portal
Trial:
Documentation: engagement/portals/administer-manage-portal-dynamics-365
TIP – Choose the most feature rich for your use case!

5. 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

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

7. 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

8. 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

9. Demo - Portals Walk About

10. 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

11. Demo – Portals Applications

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

13. Demo – DataTables Library Integration

14. Customer Engagement Portals Source Code
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

15. XRM Portals Community Edition
Supported by the community
Curated and officially supported by Adoxio
Provides bug fixes
Maintain the bridge

16. 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.

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

18. Questions?

19. Thank You Craig Fleming craig.fleming@adoxio.com
Check out the community forums search term “portals”.
Please remember to fill out the session survey!
#CollaborateCanada