Duration: Hours

Dynamics 365 Customer Engagement (on-premises) is a customer relationship management business solution that helps you improve marketing capabilities for your business, drive your sales higher, and provide excellent customer service to your users.

Training Mode: Online

Description

Microsoft Dynamics CRM  systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.

1: Administer Portal

  • Administer a portal
  • Supported browsers
  • Connect with Dynamics 365 for Customer Engagement online organization
  • View portal error logs
  • Change Dynamics 365 for Customer Engagement instance
  • Clear the server-side cache
  • Upgrade a portal
  • Migrate Dynamics 365 for Customer Engagement Portal configuration
  • Use portal checker
  • Enable maintenance mode
  • Update to PowerApps Portals domain

 2: Configure Portal

  • Configure a portal
  • Enable multiple-language support
  • Configure portal authentication
  • Content management in Portal

 3: Display Data from D365 for Customer Engagement on Portal

  • Create and expose portal content easily
  • Behavior and format of the date and time field
  • Add chart on a web page in portal

 4: Create an Entity Form

  • Create and entity List

5: Create a web form

  • Define web form properties
  • Define web form steps
  • Configure web form metadata
  • Configure a web form subgrid

6: User Management and Security in Portal

  • Configure contacts
  • Invite contacts
  • Create web roles
  • Configure web roles for a partner portal
  • Assign entity permissions
  • Control webpage access
  • Create website access permissions

7: Document Storage in Portal

  • Configure notes
  • Enable Azure storage
  • Manage SharePoint documents

8: Advance Portal Customization

  • Work with Liquid templates
  • Store content by using web templates
  • Understand Liquid operators
  • Available Liquid types
  • Available Liquid conditional operators
  • Available Liquid objects
  • Available Liquid tags
  • Available Liquid filters

9: Best practices and common portal configuration issues.

 

For more inputs on Microsoft Dynamics CRM you can connect here.
Contact the L&D Specialist at Locus IT.

 

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