Microsoft Dynamics 365 Portal Updates - Locus IT Services

Microsoft Dynamics 365 Portal Updates

Locus IT ServicesNewsMicrosoft Dynamics 365 Portal Updates

Microsoft Dynamics 365 Portal Updates

A Microsoft Dynamics 365 Portal provides your audience an online location to communicate and collaborate. MS D365 Portals is an unparalleled solution for simple, integrated and secure web portal creation using Microsoft Dynamics 365.

Based on the audience the portal is designed toward, such as for customers, business partners or internal team members, a MS Dynamics 365 Portal can allow people to get support for issues, search knowledge guides and how to guides, collaborate with communities, suggest new ideas and learn more about your products and services.

Microsoft Dynamics 365 Portal Updates

1. Enhancements to Portal Diagnostics Tool

  • Business value

The portal self-service diagnostic tool looks at portal configuration and identifies potential configuration problems as well as provides solutions on how to resolve the issues.

Portal customizers can use this tool to quickly resolve common issues and reduce the amount of time spent on diagnosing issues. As part of this feature enhancement, we will be adding enhancements to identify more scenarios.

  • Persona

Portal administrators

  • Features

The feature enhancements allow users to:

    • Identify incorrectly configured site markers.
    • Identify performance impacting entity permissions and slow running queries.
    • Identify portal solution installation and update failures and suggestions.

2. Maintenance Mode for Portals

  • Business value

Customers can display a “Website under maintenance” message during routine maintenance or major upgrade activities on their portal. Maintenance mode lets portal administrators avoid showing intermittent service unavailability errors to end users during portal maintenance that otherwise can impact user satisfaction and portal search rankings.

  • Persona

Portal administrators

  • Features

This feature provides the ability to:

    • Enable and disable maintenance mode from the portal admin center.
    • Specify a custom message that is shown to portal users when the website is in this mode.

3. Displaying External Data in Portals

  • Business value

One of the recurring themes for portal customers is to be able to get data from external applications and display it in portals in a secure manner. This feature will allow customers to make client-side calls to external APIs and secure them by using OAuth Implicit Grant Type flow.

  • Personas
  1. Portal administrators
  2. Portal customizers
  • Features

This feature will provide an endpoint to obtain secure access tokens that will contain user identity information that external APIs can use for authorization following OAuth Implicit Grant Type flow.

4. Power BI Embedded Support for Portals

  • Business value

In the recent release of Dynamics 365 Portal, support for Power BI integration is added. In this feature, Portal’s support for Power BI Embedded services is extended.

With Power BI (Business Intelligence) Embedded, customizers can provide access to Power BI dashboards and reports to users who don’t have a Power BI account.

  • Persona

Portal customizers

  • Feature

Ability to surface Power BI reports and dashboards to portals users who don’t have a Power BI account.

5. CDS Starter Portal

  • Business value

Since the launch of Common Data Service (CDS) for Apps, one of the recurring requests is to provide the ability to connect a portal to the CDS for Apps environment. This feature brings in the ability to connect a portal to a CDS for Apps environment that does not have any Microsoft Dynamics 365 applications (Sales, Service, or Marketing) pre-installed.

  • Persona

Portal administrators

  • Features

This feature will allow customers to:

    • Use a new template, CDS Starter, which can be installed in CDS for Apps organizations.
    • Provision a portal for CDS for Apps organizations.

With no need for deep coding and lengthy maintenance processes, your business can deliver quality end user experiences that draw immediate business value from your state of the art CRM technology. For more information on Microsoft Dynamics 365 Portal, please contact us.

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