1. 9/14/2018 7:49 PM
Portals for Microsoft Dynamics 365: New features, use cases, and best practices
Dileep Singh
Sr Program Manager
Dynamics 365 R&D, Microsoft
Nikita Polyakov
Sr Solution Architect
Dynamics 365 R&D, Microsoft
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2. Goals for this Session What is Dynamics 365 Portals??
Microsoft 2016
9/14/2018 7:49 PM
Goals for this Session
What is Dynamics 365 Portals??
Understanding Portal Architecture
What’s New in 8.3 version??
Customer stories and Best practices
Adxstudio v7 update
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. 9/14/2018 7:49 PM
Introduction
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4. Introduction What is Microsoft Dynamics 365 Customer Engagement ?
9/14/2018 7:49 PM
Introduction
What is Microsoft Dynamics 365 Customer Engagement ?
Expanded modern Customer Relationship Management
Sales, Service, Marketing, PSA, Field Service modules
Extensible and Configurable platform
What are Portals for Dynamics 365?
External website platform deeply integrated to CRM
Customer Engagement Scenarios
Extend your CRM to the web for external customers and partners
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. What is Dynamics 365 Portals
Purpose-built
Engagement
Compliant
Extensible
A Dynamics 365 Portals extension is ready with every subscription and comes with multiple templates
Engage with your external audience (customers, partners)
Continual roadmap to meet compliance across global regions
Customize the out of the box templates to suit your business needs

6. Transform your business in 4 ways with Portals

7. Listen Single Customer view
Portal enables web and chat channel and provide and the same data layer provides a true 360 view of the customer coming from Sales, Service, Marketing, Social(MSE) etc.
Provides a single view to customer of all his activity with your organization.

8. Collaborate in real time
Share
Collaborate in real time
Share Knowledge Management articles
Share among peers in Forums and help one another
Share opportunities for collaboration among Partners

9. Chat Cases Forums Engage Interact with your customers
Embed a chat widget onto a portal to proactively engage with customers.
Enable Forums for customers to share solutions with each other
Engage customers with a modern case management experience.
Cases
Forums

10. Leverage the platform for more
Microsoft 2016
Transform
9/14/2018 7:49 PM
Leverage the platform for more
Take any business process and data and turn it into a customer facing web experience.
Provide digital  self service offering to your customers to reduce call center activity.
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Portals features Security: Authentication Authorization
Profile Management and Personalization
Content Management & branding
Current Standards: Accessible, HTML5, Responsive Design
Reference solutions to get started quickly
World ready:
43 languages and globally available in all Dynamics 365 data centers

12. Service Pillars High Availability Performance & Scalability
9/14/2018 7:49 PM
Service Pillars
High Availability
99.9% Guaranteed Uptime with Financially backed SLA
Performance & Scalability
Enterprise grade scale and Performance for your portals.
Disaster Recovery
Making sure your Portals are always up and running.
Data Protection
Compliance with Microsoft Data protection standards to make sure your data is safe.
Global Availability
Available Worldwide from your nearest Data center.
Security
Modern TLS crypto standards, DDOS protection, X-site scripting protection etc.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. State of Business How are we performing
9/14/2018 7:49 PM
State of Business How are we performing
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14. State of Business 6000 23.330M 14.361M 99.9% Monthly Active Portals
9/14/2018 7:49 PM
State of Business
Monthly Active Portals
  6000
Monthly Active Users 691,000
Monthly Page Views
23.330M
Monthly Transactions
14.361M
Availability (last 6 month)
99.9%
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Portal Architecture 9/14/2018 7:49 PM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Portal Architecture – Hosting
9/14/2018 7:49 PM
Azure Traffic Manager
DNS based load balancing
Azure Web App
Two Web Apps only for HA, does not affect Performance
In-Proc Caching
Local Search Indexes
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17. Portal Architecture – CRM Connection
9/14/2018 7:49 PM
Portal Communicates to CRM as an Azure AD application created in customer’s tenant during provisioning of Portal.
Authorization is done at Portal layer using webroles defined for Portal user (CRM contact)
Portal definition is stored in CRM in Portal entities like Website, Webpages etc.
1 Website record in CRM logically represent a website running on Portal.
Portal code picks the correct website record to render using website binding record present in CRM.
Each Portal template (Customer, community, partner etc) comes with a complete website and will create 1 website record per language.
Portal Server
Authentication
Portal App
Azure AD (Customer Tenant)
CRM SDK call as Portal App.
Authorization done through roles defined for Portal user(CRM contact)
App Registration to establish trust (done during provisioning)
Dynamics 365 CRM Server
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18. Portal Architecture – Cache Invalidation
9/14/2018 7:49 PM
Cache Invalidation happens through an Internal mechanism and No web notification invalidation plugin is required to invalidate cache.
Any change made in a CRM entity is written to an internal event hub. From event hub, that message is transferred to Service bus specific to each tenant from where the Portal gets the message.
Important points: -
Entity should be enabled for “Change Notification” metadata.
SLA for message transfer between CRM and Portal is 15 mins (however 95th percentile is less than 5 mins).
During development phase, it is better to use “Reset cache” option present in <Portal URL>/_services/about page (only for Portal Admins).
Same mechanism is valid for Search index as well. Search Index can be rebuilt manually by doing “Publish all customization” action in CRM as well.
When a CRM org is reset or restored, cache invalidation can stop working. To enable it again, go to Portal Admin Center -> Portal details tab -> Press Update button. This will enable the org again.
© Microsoft Corporation. All rights reserved.

19. What’s New Portal 8.3 release 9/14/2018 7:49 PM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. What’s New
Customer tracking (preview) Track customer portal interactions for a 360 view of the customer.
Portals source code release
Enable on-premise deployments and portal customizations.
Enhanced knowledge Display notes and include attachments on knowledge articles.
Administrative wizard Publish any entity on your portal using new administrative wizard.
Expanded regions Available in German Sovereign Cloud and UK
Single sign-on configuration Support Azure AD-B2C for portal authentication using SSO configuration
Track complete Customer Journey on Portal and visualize it in CRM.
Report on Interactions customers are doing on Portals like KB view and Search 

21. What’s New
Customer tracking (preview) Track customer portal interactions for a 360 view of the customer.
Portals source code release Enable on-premise deployments and portal customizations.
Enhanced knowledge Display notes and include attachments on knowledge articles.
Administrative wizard Publish any entity on your portal using new administrative wizard.
Expanded regions Available in German Sovereign Cloud and UK
Single sign-on configuration Support Azure AD-B2C for portal authentication using SSO configuration
Releasing full source code for portals under an MIT license
Available for download from Microsoft download center
This will support on-prem or online deployments
All changes to code are self-supported
This is a one-time drop

22. What’s New
Customer tracking (preview) Track customer portal interactions for a 360 view of the customer.
Portals source code release Enable on-premise deployments and portal customizations.
Enhanced Knowledge Management Display notes and include attachments on knowledge articles.
Administrative wizard Publish any entity on your portal using new administrative wizard.
Expanded regions Available in German Sovereign Cloud and UK
Single sign-on configuration Support Azure AD-B2C for portal authentication using SSO configuration
Display notes and attachments on knowledge articles
Search on attachment titles and descriptions

23. What’s New
Admin wizard to easily add CRM data to the portal
A few quick questions results in the wizard creating the various records for you.
No edit experience – just a create experience
Greatly simplifies getting data onto your portal, you can adjust it from there.
Customer tracking (preview) Track customer portal interactions for a 360 view of the customer.
Portals source code release
Enable on-premise deployments and portal customizations.
Enhanced knowledge Display notes and include attachments on knowledge articles.
Administrative wizard Publish any entity on your portal using new administrative wizard.
Expanded regions Available in German Sovereign Cloud and UK.
Single sign-on configuration Support Azure AD-B2C for portal authentication using SSO configuration

24. What’s New
Customer tracking (preview) Track customer portal interactions for a 360 view of the customer.
Portals source code release Enable on-premise deployments and portal customizations.
Enhanced knowledge Display notes and include attachments on knowledge articles.
Administrative wizard Publish any entity on your portal using new administrative wizard.
Expanded regions Available in German Sovereign Cloud and UK
Single sign-on configuration Support Azure AD-B2C for portal authentication using SSO configuration
Deployment to two new data center in Germany and UK

25. What’s New
Customer tracking(preview) Track customer portal interactions for a 360 view of the customer.
Portals source code release
Enable on-premise deployments and portal customizations.
Enhanced knowledge Display notes and include attachments on knowledge articles.
Administrative wizard Publish any entity on your portal using new administrative wizard.
Expanded regions Available in German Sovereign Cloud and UK
Single sign-on configuration Support Azure AD-B2C for portal authentication using SSO configuration
SSO – single signon – the desire to tie the portal to a single identity provider (not a list of providers)
Enable custom claims mapping from identity providers back to CRM contact fields
Azure Active Directory – B2C will be fully supported

26. Demo Dileep Singh 9/14/2018 7:49 PM
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27. Customer Stories 9/14/2018 7:49 PM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. Customer Stories Major Electronics Retailer Major Airline
Major Global Electronics Manufacturer

29. Customer Stories
Microsoft Immigration Portal for Employees

30. Customer Stories
Microsoft Immigration Portal for Employees

31. Customer Stories
Microsoft Immigration Portal for Employees

32. 9/14/2018 7:49 PM
Use Cases
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33. Portal Use Cases Case Management Submit and Track Information
Service Ticket
Question
Process
What does that help me do? Scale!

34. Portal Use Cases Knowledge Management Information
Search for Information
Exposed for a Public Search Engine (by choise)
What does that help me do? Reduce load on support and same answer as Support!

35. Portal Use Cases XRM Your Anything Portal
Share data/information from CRM externally
Intake information from external user
Partners
Customers
Employees
People

36. Best Practices Sharing is Caring  9/14/2018 7:49 PM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

37. Before starting a Portals project
Right Team
Web Front End Skillsets
Know the Features
Complete the Training + hackathon > proof of concept > pilot
Understand User Onboarding & Registration
Check your Identity Provider compatibility against the supported major standards
Validate Fit of Portals Entity Permission Model
Linear Permissions Sets

38. Let’s talk about cache Changes Not Showing? Clearing Cache
Microsoft 2016
9/14/2018 7:49 PM
Let’s talk about cache
Changes Not Showing?
Check Entity Properties – Change Notification [v] Yes
Clearing Cache
Server Side – Login as Portal Admin & go to <portal URL>/_services/about
Bootstrap/Style Updates
Clear Browser Cache!
Header/Footer Caching
Default in new 8.3 Portals
For updating existing Portals: Slight changes in Header/Footer web template needed - read documentation
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

39. Going Live Azure App Insights Why?
Web Application & User Analytics Monitoring
Paste your tracking snippet into Portal Site Setting “Tracking Code”
Why?
Start in Dev capture baseline before UAT
Protect your team from vague End User Sentiment due to Change Management

40. Demo: Extending the Portal User Experience
9/14/2018 7:49 PM
Demo: Extending the Portal User Experience
Nikita Polyakov
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

41. Adxstudio v7 update 9/14/2018 7:49 PM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

42. End of Support for Adxstudio Portals Version 7
Current State – Not available for Purchase.
End of Support for existing Customer Support on August 1st 2018.
What does End of Support mean?
No support through Microsoft support channels.
Existing Portals will keep on working if you had a perpetual license.
If you had a subscription license, please contact Billing & Subscription support team when the license is up for renewal
More details including transition options can be found at for-legacy-adxstudio-portals-v7/

43. 9/14/2018 7:49 PM
Q&A
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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

45. Thank you Nikita Polyakov Nikita.Polyakov@Microsoft.com Dileep Singh
9/14/2018 7:49 PM
Thank you
Nikita Polyakov
Dileep Singh
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

46. 9/14/2018 7:49 PM
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.