EAN: 9781484253458

GETTING STARTED WITH DYNAMICS 365 PORTALS - SAN...

Use the full range of features of Dynamics 365 Portal to develop and implement end user portals
to provide your audience an online location to communicate and collaborate. This book guides
you through implementation and highlights the best practices for each feature. Author Sanjaya
Yapa begins with an introduction to end user portals in Dynamics 365 and takes you through a
practical example that explains the features in detail. He then teaches you how the portal
security works and best practices involved while configuring security such as local and
federated authentication  web roles  and access rules. Helpful illustrations and directives
guide you in setting up your portal with Dynamics 365 Customer Engagement (CE)  basic
customizations  content management  and web forms. You learn how to configure and manage
document storage and learn about liquid templates  which is important when implementing custom
web experiences for your end users. After reading this book  you will be able to implement a
portal with Dynamics 365 CE and incorporate best practices in your enterprise-scale solutions.
What You Will Learn Set up Dynamics 365 Portal within your Dynamics 365 instance Get familiar
with Portal Management Interface and its features Know the security models and how to choose
the best option Use Entity Forms  lists  displaying charts  and customize Portal Refer to
practical examples and case studies for developing and implementing advanced liquid templates
Who This Book Is For Developers working in a Dynamics 365 CE environment

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