Yapa - GETTING STARTED WITH DYNAMICS 365 PORTALS: best practices and solutions for enterprises

Any source code or other supplementary material referenced by the author in this book is available to readers on GitHub via the books product page, located at www.apress.com/978-1-4842-5345-8 . For more detailed information, please visit www.apress.com/source-code .

Ever since Microsoft bought ADX Studio and turned it into Dynamics 365, it has become the go-to portal technology for exposing Dynamics 365 CE functionality to external users. It has taken away the tedious task of deploying and maintaining web servers and applications simply because Dynamics 365 portals are part of the CE tenancy. As Dynamics 365 CE increased in popularity, the technical community started to publish blog posts about this new portal technology, and there are now an overwhelming number of articles available online.

The objective of this book is to provide a reference manual for the daily challenges faced by both intermediate and advanced Dynamics 365 CE consultants/developers. This book uses an example scenario throughout to explain the concepts and best practices. Therefore, it can also be considered as a hands-on guide to Dynamics 365 portals.

Specifically, Chaptergives an overview of Dynamics 365 portals and provides insight into the history and evolution of Dynamics 365 portals. In this chapter, you will learn about the various types of portals available and get your first look at the example scenario presented throughout the book. Finally, the chapter introduces the portal features.

Chaptertakes you into the security aspects of Dynamics 365 portals. The chapter gives you a detailed guide to portal authentication and authorization techniques.

Chapterends by explaining how to implement charts and validations.

Web forms and SharePoint integration are the primary focus of Chapter. Web forms are one of the least understood aspects of Dynamics 365 portals, so the chapter guides you with a real-world example. The second part of the chapter is reserved for explaining the SharePoint integration. The final section provides a quick overview to OData feeds and custom forms.

Chaptergives more examples of how to use liquid templates for advanced customization. It also gives you insight into the additional tools available for deploying and managing portal content.

This book provides a solid reference for your Dynamics 365 portal implementation needs. I hope this book is the first place you turn to solve any of your implementation challenges.

About six months ago, I took on the mammoth task of writing this book, and it would not have been possible without the kind support and help of many individuals. I would like to extend my heartfelt gratitude to all of them. A special thanks goes to Chaminda Chandrasekara, who has been an encouraging influence on me to move into this amazing world of authoring technical content. Also, I am thankful to Scott Durow for providing valuable technical reviews to make this book a success.

I would like to express my thanks and appreciation to my wife and daughter for encouraging me to achieve this milestone. I am also indebted to all my mentors for their guidance and encouragement and the opportunities given to me during my career.

Finally, I would like to express gratitude to my friends for their encouraging and inspiring words to move me forward.