Getting Started with Dynamics 365 Portals: Best Practices and Solutions for Enterprises

ISBN-13: 9781484253458 / Angielski / Miękka / 2019 / 240 str.

Sanjaya Yapa

Opis

Intermediate-Advanced user level

Spis treści

Chapter 1:  Dynamics Portals Evolution

Chapter Goal: This initial chapter will set the stage for the rest of the chapters by introducing Dynamics 365 Portals. It starts with explaining the how the portal development for Dynamics 365 used to be and the present. In addition to that, the chapter will also cover other options at a high level. Finally, there will be an introduction to the example scenario which will be used explain the features.

No of pages: 20 Pages

Sub -Topics

1.      Introduction to Dynamics portals

2.      Evolution of Dynamics Portals

3.      Other technologies available

4.      Why Dynamics Portals is the best fit

5.      The example scenario.

Chapter 2:  Setup and Security

Chapter Goal: The second chapter is dedicated to illustrating the steps to set up Dynamic Portal with Dynamics 365 Customer Engagement, and explain the Portal Administration options available using the Portals Unified App. Finally, the chapter will explain the setting and configuring portal security in detail. This section will give the reader an understanding of how the Portal Security works and best practices involved when configuring security.

No of pages: 30 Pages

Sub - Topics  

1.      Setting up the portal app

2.      Portal Administration Interface

3.      Portal Security Model (Authentication and Authorizations mechanism)

a.       Authentication: Local and federated authentication

b.      Authorization: Web roles, access rules, access permissions and entity permissions.

Chapter 3: Enter and Display Data

Chapter Goal: The third chapter is dedicated to introducing the reader to the basic customizations of Dynamics Portals which explains how to display data on the portal. Starting with creating portal content and to create entity forms, lists and display charts on web pages. This chapter will further explain the content management aspects in detail.

No of pages: 30 Pages

Sub - Topics: 

1.      Creating portal content

2.      Entity Forms

3.      Entity Lists

4.      Display charts

 

Chapter 4: Web Forms and Document management

Chapter Goal: The fourth chapter will explain the Web Forms feature in detail with examples. This chapter will explain improving the user experience with web forms by configuring a wizard like data entry experience. The reader will be given comprehensive explanation of both single and multiple steps with conditional logic. Final section of the chapter is dedicated to configuring and managing document storage.

No of pages: 30 Pages

Sub - Topics:

1.      Define properties of Web Forms

2.      Defining the steps (redirect steps, conditional steps) and loading data

3.      Configure web form metadata and sub-grids

4.      Document storage options (Notes, Azure Storage and SharePoint)

Chapter 5: Introduction to Liquid Templates

Chapter Goal: The objective of the fifth chapter is to introduce the reader to the Liquid templates which provides the capabilities of implementing custom web experience to the end users. Primary focus is given to language basics with examples.

No of pages: 25 Pages

Sub - Topics:

5.      History of Liquid Templates

6.      Create and consume web templates

7.      Template inheritance

8.      Liquid objects, tags and filters

9.      Understanding Liquid types and operators

Chapter 6: Advanced Liquid Templates

Chapter Goal: Chapter six is all about using the Liquid Templated for developing and implementing advanced templates. Objective of this chapter is to give few real-world examples to utilize the Liquid Templates to develop dynamic content.

No of pages: 30 Pages

Sub - Topics:

1.      Custom page templates

2.      Page hierarchy and navigation

3.      How to display entity lists on a page

4.      Using FetchXML in Liquid templates

5.      Use custom templates to handle JSON, XML and RSS results

O autorze

Sanjaya Yapa currently works as a Microsoft Dynamics 365 Senior Consultant in Melbourne, Australia. He has more than 12 years of experience in the industry, has been working with various Microsoft technologies since 2005, and possesses a wealth of experience in software design, development, team leadership, and product management. Sanjaya specializes in solution design and development with Microsoft Dynamics 365 and application life cycle with Azure DevOps. He is the author of Customizing Dynamics 365 (Apress) and co-author of Effective Team Management with VSTS and TFS (Apress).

Find him on @sanjaya_yapa, and his work can be found at techjukebox.wordpress.com and almbox.wordpress.com.

Blurb

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.

You will:

• 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