The webinar is a introduction to D365 Portals. We will walk through the setup of the Portals on a D365 instance. With that, we will take a look at 4 types of Portals – Custom, Customer Self Service, Partner and Community Portal. We will also take a look at how users can access portal using Contacts in D365.

1. By –
Priyesh Wagh

2. •Overview
•Setup of D365 Portals
•Types of Portals
•User access and logging using Contacts in
D365

3. •Microsoft acquired ADX.
•Today, one Portal add-on is provided with
D365. You can start using the trial!
•Portals can be customized from within
D365.
•Portal users

5. •Custom Portal
•Customer Self-Service Portal
•Partner Portal
•Community Portal

6. • Available with some pre-defined Page Templates.
• Customize the portal from scratch to serve your tailored requirements.

7. • Customers can help themselves by creating support tickets and interacting with
those.
• Offers as a great service experience for your customers.
• Knowledge Base articles.
• Discussion Forums

8. • Your partners work with you. So they needs your data to work on.
• Lead distribution and Opportunity tracking.
• Account Management.
• Field Service and Project Service portals.

9. • Build strong community by starting discussion Forums,
• Ideas
• Blogs and articles
• Polls and Ratings

10. • Local Authentication - Invitation based model. Uses Contacts from D365.
• Customers can maintain their own Profile page and get personalized
access to the Portal.
• External Authentication – ASP.NET Identity API. Includes OpenID based
providers like Yahoo! and Google.
• OAuth 2.0 based providers like Twitter, Facebook and Microsoft.
• Open Registration.

11. Thank You 