Chapter 1: Dynamics Portals Evolution Chapter Goal: This initial chapter will set the stage for the rest of the chapters by introducing Dynamics 365 Portals. It starts with explaining the how the portal development for Dynamics 365 used to be and the present. In addition to that, the chapter will also cover other options at a high level. Finally, there will be an introduction to the example scenario which will be used explain the features.
No of pages: 20 Pages
Sub -Topics
1. Introduction to Dynamics portals
2. Evolution of Dynamics Portals
3. Other technologies available
4. Why Dynamics Portals is the best fit
5. The example scenario.
Chapter 2: Setup and Security Chapter Goal: The second chapter is dedicated to illustrating the steps to set up Dynamic Portal with Dynamics 365 Customer Engagement, and explain the Portal Administration options available using the Portals Unified App. Finally, the chapter will explain the setting and configuring portal security in detail. This section will give the reader an understanding of how the Portal Security works and best practices involved when configuring security.
No of pages: 30 Pages
Sub - Topics
1. Setting up the portal app
2. Portal Administration Interface
3. Portal Security Model (Authentication and Authorizations mechanism)
a. Authentication: Local and federated authentication
b. Authorization: Web roles, access rules, access permissions and entity permissions.
Chapter 3: Enter and Display Data
Chapter Goal: The third chapter is dedicated to introducing the reader to the basic customizations of Dynamics Portals which explains how to display data on the portal. Starting with creating portal content and to create entity forms, lists and display charts on web pages. This chapter will further explain the content management aspects in detail.
No of pages: 30 Pages
Sub - Topics:
1. Creating portal content
2. Entity Forms
3. Entity Lists
4. Display charts
Chapter 4: Web Forms and Document management
Chapter Goal: The fourth chapter will explain the Web Forms feature in detail with examples. This chapter will explain improving the user experience with web forms by configuring a wizard like data entry experience. The reader will be given comprehensive explanation of both single and multiple steps with conditional logic. Final section of the chapter is dedicated to configuring and managing document storage.
No of pages: 30 Pages
Sub - Topics:
1. Define properties of Web Forms
2. Defining the steps (redirect steps, conditional steps) and loading data
3. Configure web form metadata and sub-grids
4. Document storage options (Notes, Azure Storage and SharePoint)
Chapter 5: Introduction to Liquid Templates
Chapter Goal: The objective of the fifth chapter is to introduce the reader to the Liquid templates which provides the capabilities of implementing custom web experience to the end users. Primary focus is given to language basics with examples.
No of pages: 25 Pages
Sub - Topics:
5. History of Liquid Templates
6. Create and consume web templates
7. Template inheritance
8. Liquid objects, tags and filters
9. Understanding Liquid types and operators
Chapter 6: Advanced Liquid Templates
Chapter Goal: Chapter six is all about using the Liquid Templated for developing and implementing advanced templates. Objective of this chapter is to give few real-world examples to utilize the Liquid Templates to develop dynamic content.
No of pages: 30 Pages
Sub - Topics:
1. Custom page templates
2. Page hierarchy and navigation
3. How to display entity lists on a page
4. Using FetchXML in Liquid templates
5. Use custom templates to handle JSON, XML and RSS results
