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Microsoft Dynamics 365 User Group
Welcome!
Meeting will begin shortly.
Microsoft Dynamics 365 User Group
Agenda
8:00 – 8:30 Registration and Networking
8:30 – 8:35 Welcome & House Keeping
8:35 – 8:40 Microsoft Notice Board
8:40 – 9:10 The Main Show – Intro to CRM Portals
9:10 – 9:20 ISV & Customer Voice
9:20 – 9:25 Just 1 Tip
9:25 – 9:30 Open Mic: General Q&A
Microsoft Dynamics 365 User Group
Your User Group Committee
Andrew
Ly
Chairman,
President
Sam
Fernando
Customer Voice &
ISV Manager
Brock
Sperryn
Membership
Manager
Jonathon De
Conno
Photo
Manager
Neeraj
Kapoor
Just 1 Tip
Manager
Marcus
d'Assumpcao
Microsoft
Representative
Microsoft Dynamics 365 User Group
House Keeping
• In case of evacuation:​
• Alert Alarm (beep beep - warning
sound)
• Evacuation Alarm (whoop whoop –
faster sound, keeps going)
• The lifts are not used at the time of an
evacuation. (The lifts will be shut off
and controlled by Emergency Service
team)
Microsoft Dynamics 365 User Group
Evacuation Point
Microsoft Dynamics 365 User Group
Notice Board
Marcus D’Assumpcao
Microsoft Corporate Account Manager
Microsoft Dynamics 365 User Group
Main Show
Introduction to CRM Portals
Sam Fernando (Senior Dynamics Solutions Architect)-SMS M&T
Microsoft Dynamics 365 User Group
What’s in store for you today
• What is CRM Portals?
• How to get started
• Types of portals & features
• Demo
• Building blocks
• Then vs Now
• Advanced Customisations
• Upgrading & Support
Microsoft Dynamics 365 User Group
What is a Portal
Image: http://stargate.wikia.com/wiki/Stargate
Microsoft Dynamics 365 User Group
Why use CRM portals?
• Engage customers directly
• Empower customers
• Extend CRM functionality
• Streamline transactions
• Collect/Access information directly
• Extension to CRM
• Built on modern web standards (Bootstrap, responsive, branding)
• Multilingual support
Microsoft Dynamics 365 User Group
How to
install
Step 1
Microsoft Dynamics 365 User Group
How to
install
Step 2
Microsoft Dynamics 365 User Group
How to
install
Step 3
Microsoft Dynamics 365 User Group
How to
install
Step 4
Microsoft Dynamics 365 User Group
How to
install
Done!
Microsoft Dynamics 365 User Group
Types of Portals
• Partner Portal
• Customer Self-service Portal
• Employee Self-service Portal
• Community Portal
• Custom Portal
Microsoft Dynamics 365 User Group
Image Credits - http://www.prism.gatech.edu/~aclegg3/DemoTime.html
Microsoft Dynamics 365 User Group
Building blocks
• Content management (Files, Content Snippets, Links, Redirects,
Ads, Polls)
• Data Entry (Entity Form)
• Data Wizards (Web Form)
• Data Lists (Entity List)
• Site Settings
• Authentication (Invitations, Local, Azure AD, Oauth, OpenID)
• Authorisation (Web Roles, Entity & Web Page Permissions)
Microsoft Dynamics 365 User Group
Web Site
Web Page
Content
Page (EN)
Entity
Forms
Entity Lists
Other Elements
Content
Snippets
Settings
Microsoft Dynamics 365 User Group
Then vs Now
• Adx Portal (Legacy) supported ASP.Net
• Certain features aren’t enabled in CRM Portals yet
• Event Management
• E-Commerce
• Permits & Licensing
• New features to be introduced in the future
• New customisation techniques
Full Comparison : https://www.adoxio.com/crm-portals-and-crm-portals-feature-comparison/
Microsoft Dynamics 365 User Group
Advanced Customisations
• No “Page Templates”
• Liquid – web templating system
• Render dynamic content on web pages, content snippets
• Conditions, loops, retrieve data
• Uses tags & objects (request, params, entities, page)
• Build mini web services
• Use Azure to augment functionality
Microsoft Dynamics 365 User Group
Upgrading & Support
• Upgrade from Adx Portal
• Upgrade from Custom Adx Portal
• Support Info
• Version 8.x – supported via Dynamics 365 Support Contract
• Version 7.0.018 – 7.0.024 – supported via MPN, Premier, Pay per incident
• Version 7.0.017 & lower – not supported
Reference : https://support.microsoft.com/en-us/help/3165165/legacy-adxstudio-portals-and-microsoft-
dynamics-365-portals-supportability
Microsoft Dynamics 365 User Group
Pricing
• Included with Enterprise Plan 1
• Purchase additional portal instances
Microsoft Dynamics 365 User Group
Recap
• What is CRM Portals?
• How to get started
• Types of portals & features
• Demo
• Building blocks
• Then vs Now
• Advanced Customisations
• Upgrading & Support
Microsoft Dynamics 365 User Group
Just One Tip
PowerBI Dashboards in Dynamics 365
Neeraj Kapoor (Dynamics 365 Consultant/BA Capability Lead)-SMS M&T
Microsoft Dynamics 365 User Group
Smart
Dashboards
Microsoft Dynamics 365 User Group
As a pre-requisite, a user should have a valid
Dynamics 365 licence and a PowerBI licence.
• Sign-in to Power BI Online
• Go-to Datasets area click Get Data,
• Under Services click Get, and then select from the
following content packs.
 Dynamics 365 Customer Service Analytics
 Dynamics 365 Sales Manager
• Power BI will prompt user to ask for a Dynamics
365 online url.
• Change authentication to OATH2.
Setting Up PowerBI with Dynamics 365
Microsoft Dynamics 365 User Group
Microsoft Dynamics 365 User Group
• Go to Dashboards in Service
• Click New, and then click
Power BI Dashboard.
• In the Add Power BI Dashboard box,
select
the Power BI dashboard that you want
to add
• Click Save.
Enabling PowerBI in CRM
Microsoft Dynamics 365 User Group
Q&A

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Adelaide D365 UG April 2017 - Intro to CRM Portals

  • 1. Microsoft Dynamics 365 User Group Welcome! Meeting will begin shortly.
  • 2. Microsoft Dynamics 365 User Group Agenda 8:00 – 8:30 Registration and Networking 8:30 – 8:35 Welcome & House Keeping 8:35 – 8:40 Microsoft Notice Board 8:40 – 9:10 The Main Show – Intro to CRM Portals 9:10 – 9:20 ISV & Customer Voice 9:20 – 9:25 Just 1 Tip 9:25 – 9:30 Open Mic: General Q&A
  • 3. Microsoft Dynamics 365 User Group Your User Group Committee Andrew Ly Chairman, President Sam Fernando Customer Voice & ISV Manager Brock Sperryn Membership Manager Jonathon De Conno Photo Manager Neeraj Kapoor Just 1 Tip Manager Marcus d'Assumpcao Microsoft Representative
  • 4. Microsoft Dynamics 365 User Group House Keeping • In case of evacuation:​ • Alert Alarm (beep beep - warning sound) • Evacuation Alarm (whoop whoop – faster sound, keeps going) • The lifts are not used at the time of an evacuation. (The lifts will be shut off and controlled by Emergency Service team)
  • 5. Microsoft Dynamics 365 User Group Evacuation Point
  • 6. Microsoft Dynamics 365 User Group Notice Board Marcus D’Assumpcao Microsoft Corporate Account Manager
  • 7. Microsoft Dynamics 365 User Group Main Show Introduction to CRM Portals Sam Fernando (Senior Dynamics Solutions Architect)-SMS M&T
  • 8. Microsoft Dynamics 365 User Group What’s in store for you today • What is CRM Portals? • How to get started • Types of portals & features • Demo • Building blocks • Then vs Now • Advanced Customisations • Upgrading & Support
  • 9. Microsoft Dynamics 365 User Group What is a Portal Image: http://stargate.wikia.com/wiki/Stargate
  • 10. Microsoft Dynamics 365 User Group Why use CRM portals? • Engage customers directly • Empower customers • Extend CRM functionality • Streamline transactions • Collect/Access information directly • Extension to CRM • Built on modern web standards (Bootstrap, responsive, branding) • Multilingual support
  • 11. Microsoft Dynamics 365 User Group How to install Step 1
  • 12. Microsoft Dynamics 365 User Group How to install Step 2
  • 13. Microsoft Dynamics 365 User Group How to install Step 3
  • 14. Microsoft Dynamics 365 User Group How to install Step 4
  • 15. Microsoft Dynamics 365 User Group How to install Done!
  • 16. Microsoft Dynamics 365 User Group Types of Portals • Partner Portal • Customer Self-service Portal • Employee Self-service Portal • Community Portal • Custom Portal
  • 17. Microsoft Dynamics 365 User Group Image Credits - http://www.prism.gatech.edu/~aclegg3/DemoTime.html
  • 18. Microsoft Dynamics 365 User Group Building blocks • Content management (Files, Content Snippets, Links, Redirects, Ads, Polls) • Data Entry (Entity Form) • Data Wizards (Web Form) • Data Lists (Entity List) • Site Settings • Authentication (Invitations, Local, Azure AD, Oauth, OpenID) • Authorisation (Web Roles, Entity & Web Page Permissions)
  • 19. Microsoft Dynamics 365 User Group Web Site Web Page Content Page (EN) Entity Forms Entity Lists Other Elements Content Snippets Settings
  • 20. Microsoft Dynamics 365 User Group Then vs Now • Adx Portal (Legacy) supported ASP.Net • Certain features aren’t enabled in CRM Portals yet • Event Management • E-Commerce • Permits & Licensing • New features to be introduced in the future • New customisation techniques Full Comparison : https://www.adoxio.com/crm-portals-and-crm-portals-feature-comparison/
  • 21. Microsoft Dynamics 365 User Group Advanced Customisations • No “Page Templates” • Liquid – web templating system • Render dynamic content on web pages, content snippets • Conditions, loops, retrieve data • Uses tags & objects (request, params, entities, page) • Build mini web services • Use Azure to augment functionality
  • 22. Microsoft Dynamics 365 User Group Upgrading & Support • Upgrade from Adx Portal • Upgrade from Custom Adx Portal • Support Info • Version 8.x – supported via Dynamics 365 Support Contract • Version 7.0.018 – 7.0.024 – supported via MPN, Premier, Pay per incident • Version 7.0.017 & lower – not supported Reference : https://support.microsoft.com/en-us/help/3165165/legacy-adxstudio-portals-and-microsoft- dynamics-365-portals-supportability
  • 23. Microsoft Dynamics 365 User Group Pricing • Included with Enterprise Plan 1 • Purchase additional portal instances
  • 24. Microsoft Dynamics 365 User Group Recap • What is CRM Portals? • How to get started • Types of portals & features • Demo • Building blocks • Then vs Now • Advanced Customisations • Upgrading & Support
  • 25. Microsoft Dynamics 365 User Group Just One Tip PowerBI Dashboards in Dynamics 365 Neeraj Kapoor (Dynamics 365 Consultant/BA Capability Lead)-SMS M&T
  • 26. Microsoft Dynamics 365 User Group Smart Dashboards
  • 27. Microsoft Dynamics 365 User Group As a pre-requisite, a user should have a valid Dynamics 365 licence and a PowerBI licence. • Sign-in to Power BI Online • Go-to Datasets area click Get Data, • Under Services click Get, and then select from the following content packs.  Dynamics 365 Customer Service Analytics  Dynamics 365 Sales Manager • Power BI will prompt user to ask for a Dynamics 365 online url. • Change authentication to OATH2. Setting Up PowerBI with Dynamics 365
  • 29. Microsoft Dynamics 365 User Group • Go to Dashboards in Service • Click New, and then click Power BI Dashboard. • In the Add Power BI Dashboard box, select the Power BI dashboard that you want to add • Click Save. Enabling PowerBI in CRM
  • 30. Microsoft Dynamics 365 User Group Q&A

Editor's Notes

  1. MS Acquired ADX in Oct 2015 Extension in CRM, not standalone Dynamics Solution package that allows collection, manipulation, exposing CRM data to the web Can be considered as a CMS
  2. Liquid is open source project by shopify Objects like a SDK