Hi! In this series of articles, we’ll talk about the powerful portal platform that is Microsoft Dynamics 365 Portals, previously known as adxStudio. In this first article we’ll get to know what is Dynamics Portals, its main characteristics, how to activate it in your Dynamics instance, what versions of Dynamics 365 the product is compatible with and how to configure your first form.
What is Dynamics 365 Portals?
Dynamics Portals is a powerful web platform integrated with Microsoft Dynamics 365, that has dozens of features, such as:
- Profile Management
- Web CRM Applications
- Content Management
- Customer Service
- Channel Management
- Modern Web Standards
- Integration with Microsoft Technologies: Dynamics 365, Sharepoint and Windows Azure.
- It’s possible to show any Dynamics 365 data in the Portal
- All configuration data, customizations, and content is stored in Dynamics 365, with no need for additional database
- You can use native or custom entities
- Responsive website compatible with smartphones, tablets, and desktops, using the latest web technologies such as bootstrap, HTML5 and CSS3
- Users may log in using providers like Windows Live Id, Google, Yahoo, Facebook and others
- Users can manage their profile information
- Any form can be published to the portal in real-time
- Data security with record-based roles and permissions
In this article we’ll guide you through your first portal setup using the Customer Service Portal template.
Enabling the web portal in your Microsoft Dynamics 365 instance
To enable Dynamics Portals you need to be a Office 365 administrator of your instance.
First, let’s open the Office 365 portal using an administrator account and click on “Administrator”.