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Dynamics Training

Developing Dynamics 365 Portals

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Queries?  Please contact msdynevt@microsoft.com


Description

Microsoft Portals provide a flexible Dynamics 365 web presence platform for the customers, partners, and employees service scenarios.

In this course you will learn how to configure and use Microsoft Portals to manage customer service in different scenarios. You will evaluate and decide how to best use the wide range of options that are available to build effective portal solutions based on Dynamics 365 platform.

This training will cover the best practices and recommendations for use of portals and its components, going deep in topics like security as well as common implementation scenarios that requires advanced techniques.

You will get hands-on experience in setting up, configuring and extending Dynamics 365 Portal through the real life lab scenarios exercises.

You will learn how to extend Dynamics 36 Portals beyond the basics by using custom templates, client-side code and add-on solutions, and how to customize and extend these solutions.

This training will introduce you to the source code analysis, custom portal solutions builds and extensibility options for the on-premises deployments.

Detailed agenda
***Note: times and agenda topics are subject to change prior to or during the workshop***


Audience

This course is intended for experienced developers who would like to learn how to create effective portal solutions for various scenarios, discover how to extend portal functionality using templates, client-side code and external services, and understand how to use portal source code for on-premises deployments.

At Training Material Completion

Upon completion of this course students will:
  • Understand and differentiate Dynamics 365 Portals features & techniques
  • Use Dynamics 365 Portal’s components to deliver advanced service scenarios
  • Create user interface using entity lists and forms
  • Build and deploy portals with secure content and data
  • Discover and customize layouts and themes
  • Describe how to build and maintain portals using liquid templates and markup
  • Understand portal code structure and deployment options
  • Build effective user experience using javascript and 3rd party client-side libraries
  • Extend portal functionality using various techniques including web services, Single Page Applications (SPA), and authentication using OAuth
  • Create complex solutions and integrations involving customized add-on solutions (Voice of the Customer, Field Services, and Project Services)
  • Describe and build code extensions for on-premises deployments

Prerequisites

Individuals must have knowledge of the following elements in order to follow this training:
  • Functional knowledge of common Dynamics 365 use case scenarios
  • Functional knowledge as a Dynamics 365 user
  • Fundamental concepts and components of Dynamics 365
  • Experience in customizing and configuring Dynamics 365
  • Experience in development with web technologies
  • Good working knowledge of javascript and C#.
Recommended prerequisite supplemental learning resources:
  • Introduction to Dynamics 365
  • Relationship Management in Dynamics 365 for Sales
  • Office 365 Integration with Dynamics CRM Online
  • Agent Enablement in Dynamics 365 for Customer Service
  • Service Intelligence in Dynamics 365 for Customer Service
  • Configuration in Dynamics 365 for Sales and Customer Service
  • Customization in Dynamics 365 for Sales and Customer Service
  • 80729AE: Customization and Configuration in Microsoft Dynamics
To complete lab exercises students will need access to the Dynamics 365 trial organization. New Dynamics 365 trials with the sample data are strongly recommended. Dynamics 365 trial can be provisioned at https://www.microsoft.com/en-us/dynamics/free-crm-trial.aspx.

After provisioning Dynamics 365 trial, students need to provision a portal by opening Dynamics 365 Administration Center, and navigating to Applications > Portal Add-on > Manage.
Students will need to have access to Visual Studio Code or Visual Studio 2015 (or above).


In order to access all of the course pre-requisites, information, and course materials, you must have access to the Dynamics Learning Portal (DLP).

 

Access to Dynamics Learning Portal (DLP)

Having access to the DLP is required to attend this course. Please contact your company DLP administrator to confirm if your company has access to the DLP. If you need to gain access, PLEASE READ THE INSTRUCTIONS carefully.

  

Payment

Please note that for the attendance of the training a pre-payment of the training fee is mandatory. The online registration requires a credit card for the payment of the participant fee. In case you cannot register with a credit card, please contact msdynevt@microsoft.com and provide the attendees’ name, the complete invoice address and company VAT number in order to get an invoice for a wire transfer created. Invoices will be created within 48h and sent via email to the requestor. As soon as we have received the training fee on our bank account you will get registered for the event and will receive a confirmation email for the training. Please keep in mind that a wire transfer will take up till 3 business days.

 

This course will be delivered in English


Registration will close 1 business day prior to event start.