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
  • Communities
  • Channel Management
  • Modern Web Standards
  • Marketing
  • Integration with Microsoft Technologies: Dynamics 365, Sharepoint and Windows Azure.

Main characteristics

  • It’s possible to show any Dynamics 365 data in the Portal
  • All configuration data, customisations, 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”.

In the next screen, open the lateral menu on the left and expand the option “Settings”, and then click on “Services and Suppleme.nts”, and then on “Dynamics 365”.

Now click on “Manage your Dynamics 365 settings”.

The click on “Applications” to proceed with the setup.

Fill up your portal information: Name, Type, Portal URL (this will be the portal address, don’t forget to take note of it), Dynamics 365 instance, language, administrator, target audience and the portal to be implemented.

In the example below the target audience is Customers and the implementation type is Self-service Customer Portal. The example URL will be here.

After clicking on the button “Send”, you’ll be redirected to the authentication screen:

Now you must give permission to the Portal so it can access your Dynamics 365 instance:

This request can take some hours to be finished, so you just have to wait and check again later.

Acessing the Portal for the first time

As you can see, the portal is already configured with the default template for self-service, and this template can be customized as needed by the customer.

In the next article we’ll talk more about the Portal Layout and the creation of Static Pages.

Danilo de Castro Araujo-Solutions architect
Danilo de Castro Araujo
Solutions architect at AlfaPeople