http crmtipoftheday com http crm audio https github
http: //crmtipoftheday. com http: //crm. audio https: //github. com/alexacrm george@alexacrm. com
Goals for this Session Why portals Getting started Secure your portal Style and templates Building portal applications Multi-lingual Extensibility
Introduction What is Dynamics 365? What are Portals for Dynamics 365?
The Rise of Self-service 90% 84% 83% 80% 76% 73% 67% 70% 65% 63% 58% 60% 56% 52% 43% 40% 31% 30% 28% 22% 20% 10% r tte Tw i al A rtu Vi m un iti Vo i ce Co m lf. Se Te es e Se r vic Ch at l le ph Em ai on e e vic Se r lf. Se ge nt 0% 0% 2012 2015 Source: 2015 Forrester Business Technographics Global Networks and Telecommunications Survey
Driving Engagement Needs 1. Sarah Sikowitz, The Customer Life Cycle: A Blueprint for Customer-Obsessed Enterprises, Forrester, January 27, 2016 2. 2015 U. S. State of Multichannel Customer Service Report, Parature 3. 2016 Edelman Trust Barometer 90% of global consumers now expect a brand or organization to offer a self-service portal 1 32% of consumers keep in touch with a brand 2 50% of end users use multiple channels to make their voice heard 3
Partner Group Customer
Microsoft acquired the Adxstudio Portals product and the brand in October 2015 Microsoft CRM portals first version releases as v 8. 1 in May 2016 with CRM Spring Update Dynamics 365 portals releases in December 2016 as v 8. 2 https: //github. com/Adoxio/x. RM-Portals-Community-Edition Dynamics 365 portals July Update as v 8. 3
Local & Federated Authentication Profile Management (B 2 C & B 2 B) Configure & Create Apps Web Engagement Integrated Content Management Custom Branding Responsive Design Out of the Box Solutions
ACCESSIBILITY ADS AZURE INTEGRATION BOOTSTRAP DESIGN BRANDING CASE DEFLECTION CASE MANAGEMENT CHARTS AND GRAPHS CONTENT PUBLISHER DISCUSSION FORUMS ENTITLEMENTS & SLAS ENTITY ACTIONS ENTITY FORMS ENTITY LISTS ENTITY PERMISSIONS INVITATIONS KNOWLEDGE MANAGEMENT LINKS LOCATION FINDER RATINGS AND COMMENTS OPEN DATA PROTOCOL POLLS PROFILE MANAGEMENT REDIRECTS RESPONSIVE DESIGN LOCALIZATION INTO 43 LANGUAGES SEARCH AND SEO MULTI LINGUAL PORTALS SITEMAP WEB DESIGN WEB FORMS WEB PAGES WEB ROLES WEB TEMPLATING WORKFLOW AUTOMATION
What’s new in portals? Framework Enhancements Knowledge Management Improved Partner Management Security New Portals Language Support Government Cloud Availability
High Availability Performance & Scalability Disaster Recovery 99. 9% Guaranteed Uptime with Financially backed SLA Enterprise grade scale and Performance for your portals. Making sure your Portals are always up and running. Data Protection Global Availability Security Compliance with Microsoft Data protection standards Available Worldwide from your nearest Data center. Modern TLS crypto standards, DDOS protection, X-site scripting protection etc.
Languages: Basque Bulgarian Catalan Croatian Czech Danish Dutch English Estonian Finnish French Galician German Greek Hindi Hungarian Indonesian Italian Kazakh Latvian Lithuanian Malay Norwegian Polish Portuguese (Brazil) Portuguese (Portugal) Romanian Russian Serbian (Cyrillic) Serbian (Latin) Slovakian Slovenian Spanish Swedish Thai Turkish Ukrainian Vietnamese Data Center Location Following Regions have data centers: a) North America a) USA b) Canada b) South America a) Brasil c) Asia Pacific a) Hongkong b) Singapore c) Japan d) India d) Australia e) Europe a) Netherlands b) Ireland Availability in 43 Languages *All Dynamics 365 Languages except Arabic & Hebrew
High Level Architecture Traffic Manager Internet Users Failover Web App Primary Web App Azure Service Bus Dynamics 365 SDK Dynamics 365
Portal Provisioning Portal is a separate add-on Included with all 365 apps 1 million page views included One 365 instance per portal Additional portals & page views can be purchased Additional team licenses are required for employees
Portal Identity Portal runs as Azure App Registered as multi-tenant Requires consent Acts as SYSTEM
Configurabl e and Easy Different Authentication modes can be mixed and matched. You don’t have to choose one or the other Services Provided Include: Configured with Site Settings – Full list available in documentation ADFS or Custom Open ID/OAuth providers can also be implemented
Permission Sets User Permissions The portal privileges available to an authenticated user are governed by multiple entities
Secure Content Granular CRUD Record Level Security Easy to Configure Ensure membership and protect sensitive content on the Portal Decide whether users can Read, Write, Create, Delete Secure records on a hierarchical or per-record basis Permissions Definition pointand-click; relationships added via CRM customization
Portal Theming Front-end framework in all portals Easy to use platform for designers Many elements built out of the box Responsive CSS out of the box Built using the Bootstrap
What is Bootstrap Front-end framework Bootstrap + Dynamics 365 Portals
Portal Development Dynamics 365 Functionality Content Authentication & Authorisation Branding & Templates Entity Forms, Entity Lists & Web Forms Liquid Extending
Portals are web enablers of Dynamics 365 functionality
Working with Dynamics 365 data
Working with 365 Data Dynamics 365 data can be surfaced in portal pages through a few options
Extending - Liquid
http: //dotliquidmarkup. org/
Templates and Content Built using Liquid with no need to modify the web project code No need to redeploy codebase to add dynamic content Stored in the CRM as Web Templates, or in the content of a Web Page or Content Snippet Can be used to template Web Pages, Entity Lists, record information
Liquid as Content Liquid can be used not only inside of Liquid Templates but inside of HTML blobs meant to be displayed on the portal Add dynamic content directly to the Copy field of Web Pages Store source content using web templates Render a website header and primary navigation bar In all of these scenarios, you'll have dynamic access to Dynamics 365 portal features and Dynamics 365 data
Reusable Templates Stores a blob of Liquid Templating markup – can be used as a page template, site header/footer, or used within another template.
Tags Objects Filters Tags make up the programming logic that tells templates what to do. Liquid objects contain attributes to output dynamic content to the page. Liquid filters are used to modify the output of strings, numbers, variables, and objects. {% %} {% if condition %} {% endif %} {{ }} {{ item. attribute }} | {{ item. attribute | upcase }} {{ item. attribute | default: 5 }}
Liquid limitations Liquid is all about dynamic output No sending the content to the server No input processing GET not POST
Extending – client
Javascript Entity Lists & Forms provide clean object model j. Query support Predefined extension points Call 3 rd party API Extend validation Provide visualizations
Javascript Internal use scenarios Single Page Application Can get full access to CRM via Web API
Extending – server
Portal Companion • Code is a separate ASP. NET Core App • Connects to Dynamics • Authentication flow • Good for extending client Split Services • Server-side code is in Dynamics 365 (plugins) • Already connected • Authorise – process • Good for secure services
https: //github. com/adoxio/dynamics-portal-companion-app
Secure external services You already have server-side Use public/private key pair Process results
public key private key
Multi-lingual Support
Adding a language New entity called Portal Languages Support all Dynamics 365 languages except Arabic and Hebrew Language must be enabled in your organization first
Creating Variants of Supported Languages Support for language variants Create new Portal Language field must match Dynamics 365 LCID must match. NET LCID
Live chat Co-browse Voice Video Right Within Dynamics 365 Unified Service Desk & Web Client
Features (V 1) Visitor Agent § Unauthenticated Chat § Chat widget in Dynamics 365 web client & Unified Service Desk (USD) § Proactive Chat § Presence/ Availability § Pre-Chat Survey § SSO enabled § Fully integrated with Dynamics 365 Portal, can be deployed on any website § Concurrent chats § Authenticated Chat § Co-browse § Transcripts § Support for 37 languages § Co-browse § Immersive experience with Knowledge, Chat Activity & Contact § Canned Message, Warm Transfer, Transcript Supervisor § Real-time Dashboard (Live Engage console) § Whisper (Live Engage console) § Grab chat to avoid escalations § Monitor the active chats and agent activity Admin § Routing Rule Management (Live Engage console) § Configuration capabilities Widget theming, Maximum Sessions, etc. (Live Engage console) § One click Provisioning § Enabling/Disabling of users for chat (Café X console)
Purpose-built Productive Intelligent Adaptable
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