Microsoft Dynamics CRM Portal Training for Customer Engagement

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.