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Tuesday, November 20 • 3:30pm - 4:30pm
D365UG/CRMUG: Portal Management in Dynamics 365

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This session covers how to utilize the new Portal Management feature in Dynamics 365 to quickly expose content and organization entities in your portal. Not only can you easily add new webpages, but expose CRM entities as well. This is possible using the new Dyanmics built-in "Create Portal Content" wizard that can be used to set up Entity Forms, Entity Lists, and Webpages with just a few clicks!

We'll cover this as well as next steps - from read/write of Dyanmics records, to adding a simple security model allowing for assignment of records to portal contacts, as well as bells and whistles that are commonly overlooked.

Most recommended for anyone who is thinking of working with Dyanmics portals, but relevant to anyone in CRMUG/D365UG.

Speakers
avatar for Robert Bailey

Robert Bailey

Functional Team Lead, KPMG Adoxio
Hi, I'm Robert Bailey. I develop innovative solutions that fit the business needs of my clients, leveraging my expertise with Microsoft Dynamics and the Power Platform to deliver the maximum value possible to their workforce and customers. I’m an experienced consultant skilled in... Read More →



Tuesday November 20, 2018 3:30pm - 4:30pm EST
205A