Introduction
Are you new to Dynamics 365 Portal and want to know how to get started? Join us on Sep. 1 for a Free Webinar on Getting Started with Dynamics 365 Portal. In this article, we will discuss some quick questions about Dynamics 365 Portal add-ons.
Why do we need Dynamics 365 Portal?
Sometimes our customers or partners want to access their data, for example, our customer may be interested in knowing more about what is happening with the cases that they have submitted or suppliers want to see their work order details or booking details, or maybe the customer wants to update their details etc. We can’t provide Dynamics 365 access to everyone. So we need a web application where we can expose the data so they can easily access it, and Dynamics 365 Portal can help us for this requirement. Dynamics 365 Portal connects with Dynamics 365 to get customer and partner data based on their security permissions.
How to get the Dynamics 365 Portal?
We need to purchase a minimum of 5 Full User licenses of Dynamics 365 Customer Engagement Plan, standalone Dynamics 365 Applications (Sales, Customer Service, Field Service or Project Service Automation) or a combination thereof to get 1 free instance of a portal add-on. Keep in mind you will get only 1 instance, if you want to more instances, you need to buy additional instances, for example, if you want provision portals for your Dev and UAT. You can get more details from the Licensing Guide.
Can I use my own custom domain for Dynamics 365 Portal instead of microsoftcrmportals.com?
Yes, we can configure our own custom domain for our portal, you can check the instructions here.
Can I change the look and feel of the Dynamics 365 Portal?
Yes, you can customize it based on your requirement. You can use bootstrap, CSS, jQuery to change the look and feel of your portal. Check our earlier article for how to customize a Profile page.
Do I have access to the portal source code?
No, we don’t have access to the Dynamics 365 portal source code. Dynamics 365 portal source code is only available for the community edition, you can download it here.
Can I write client side code for portal pages?
Yes, you can write JS code on the entity form, web page and in the web templates.
Can I use Dynamics 365 workflows from the portal?
Yes, you can call your on demand workflow using action buttons, for example, below is the actions buttons available on the portal Case entity form.
What are the different types of portals?
You can refer here for the list of available portals.