Dynamics 365 Portal Capabilities - Locus IT Services

Dynamics 365 Portal Capabilities

Locus IT ServicesMicrosoft Dynamics 365 / D365Dynamics 365 Portal Capabilities
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Dynamics 365 Portal Capabilities

Here’s a list of added features to Dynamics 365 portal capabilities :

1. D365 Portal capabilities V9.0.10

D365 Portal capabilities V9.0.10 brings these new updates and highlights:

  • Dynamics 365 Migration Portal configuration

You can now achieve your Dynamics 365 migration Portal configuration from development to testing or the production environments. The Dynamics 365 Migration involves exporting the existing configuration from the source D365 instance, and then importing it into the target D365 instance.

  • Add Power BI visualization

As an portal customizer, you would now embed Power BI visualizations (dashboard, reports, amd tiles) on web pages in a portal by utilizing the Power BI Liquid tag.

  • Restrict portal access by IP address

As an portal administrator, you would now define a list of IP addresses that are allowed to access your portal. When a request is sent to the portal and it is generated from any user, their IP address is assessed against the Permission list. If the IP address is not on the Permission list, the portal displays a web page with an HTTP status code ‘403‘ .

  • Manage SharePoint documents

Dynamics 365 Portal now supports displaying and uploading documents to and from SharePoint directly on an entity form or web form in a D365 portal. This enables portal users to view, download, add, and delete documents from a portal. D365 Portal users can also create new folders to organize their documents.

  • New portal content editor (preview)

In this preview, a new and simplified portal editor is available for Dynamics 365 Portal customizers to reduce the learning curve on Dynamics 365 Portal customization and increase a customizer’s productivity.

  • Enable voting for status reasons

By default, an idea is empowered for voting only when the Status Reason is set to New. You can now enable voting on an idea for various status reasons.

2. D365 Portal capabilities V9.0.6

D365 Portal capabilities V9.0.6 has brought the following latest updates and features:

  • D365 Portal application

The D365 Portal application provides a new experience to manage and configure your online platform to collaborate and communicate with customers. When you install D365 Portal application v 9.0 and higher, the D365 Portal application, built on the UI framework, is created out-of-the-box.

  • Reset a portal

You would now reset a D365 portal if you intend to move to another geolocation or to another tenant, and then don’t want to use the portal anymore. When you reset a D365 portal, the hosted resources of the portal are deleted, and the D365 portal URL can’t be accessible.

  • Change the base URL of a portal

You would now be able to change the base URL of a D365 portal after it is provisioned.

3. D365 Portal capabilities V8.4.1

D365 Portal capabilities V8.4.1 brings in a bunch of bug fixes, as well as performance improvements, along with the following feature highlights:

  • Search Attachment Content of Knowledge Articles and Web Files

Attachment content of knowledge articles and web files are now searchable to increase the likelihood of relevant search results in D365 Portal.

  • Accessibility

The out-of-the-box D365 portals (Community portal, Partner portal, Customer portal, Employee self-service portal) are currently accessible.

4. D365 Portal capabilities V8.4

Portal capabilities V8.4 brings in a bunch of bug fixes, as well as performance improvements, along with the following features:

  • Access portal error logs

As a D365 portal developer, you would now access detailed error logs for any issues on your portal. This helps you to debug the issues while developing the D365 portal. Once your D365 portal is live, you can configure the portal to send all application errors to an Azure Blob storage account.

  • Renew portal authentication key

A D365 portal connects to Microsoft Dynamics 365 organization using AAD application. To do this, it requires an key authentication connected to AAD application. This key authentication is added when you provide your portal and it must be renewed every two years.

  • Implement GDPR in portals

As a D365 portal administrator, you would now configure your portal to meet the D365 GDPR standards. You can also provide terms and conditions that must be agreed by the D365 portal users to use a portal.  Actualizing D365 GDPR standards allows obtaining consent from portal users regarding use of their personal data, identifying minor users, and getting parental consent for minor users.

Understanding the business volatility, Locus IT has helped Organizations to adopt ERP solutions that are powered on Microsoft Dynamics 365. Locus IT has a thorough knowledge on some of the most well-known industries and the particular challenges that exist in this IT industry. We can help you plan a solution using proven tools that meet your particular needs, streamlining operations, and expanding productivity.

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