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MSD CRM Updates

D365 for Customer Engagement Portal Capabilities

This article provides a list of recently added features to D365 for Customer Engagement Portal Capabilities. Portal capabilities for Microsoft Dynamics 365 for Customer Engagement brings qualified expertise in web engagement and CMS frameworks with an integrated bundle of web portal solutions that add sophisticated content management, knowledge, and the case management, opportunity management, membership, profile, and self-service capabilities to Dynamics 365 for Customer Engagement.

Use the portals to set up an interactive, web-based sales, services, support, and social engagement application platform to engage with communities, manage portal content, and empower your channel partners.

D365 for Customer Engagement Portal Capabilities Versions

1. D365 for Customer Engagement Portal Capabilities Version 9.0.10

Portal capabilities version 9.0.10 for MS Dynamics 365 for Customer Engagement brings these new updates and features:

  • Migrate Microsoft Dynamics 365 for Customer Engagement Portal configuration: You can now migrate your Dynamics 365 for Customer Engagement Portal configuration from development to testing or the production environments. Migration involves exporting the existing configuration from the source MS Dynamics 365 for Customer Engagement instance and then importing it into the target Dynamics 365 for Customer Engagement instance.
  • Add Power BI visualization: As a portal customizer, you can now embed Power BI visualizations (dashboard, reports, and tiles) on web pages in a portal by using the power BI Liquid tag.
  • Restrict the portal access by IP address: As a portal administrator, you can now define a list of IP addresses that are allowed to access your portal. When the request to the portal is generated from any user, their IP address is evaluated against the allow list. If the IP address is not on the list, the portal displays the web page with an HTTP 403 status code.
  • Manage the SharePoint documents: Dynamics 365 for Customer Engagement Portal now supports uploading and displaying documents to and from SharePoint directly on an entity form or web form in a portal. This allows the portal users to view, download, add, and delete documents from a portal. Portal users can also create folders to organize their documents.
  • New portal content editor (preview): In this preview, a new and simplified portal editor is available for MS Dynamics 365 for Customer Engagement Portal customizers to reduce the learning curve on Microsoft Dynamics 365 for Customer Engagement Portal customization and increase the customizer’s productivity.
  • Enable voting for the status reasons: By default, an idea is enabled for voting only when the Status Reason is set to New. You can now enable the voting on an idea for the different status reasons. To enable the voting for different status reasons, you must create the Ideas/EnableVotingForStatusReasons site setting and set its value to the required status reason values.
D365 for Customer Engagement Portal

Portal Capabilities

2. D365 for Customer Engagement Portal Capabilities Version 9.0.6

Portal capabilities version 9.0.6 for Microsoft Dynamics 365 for Customer Engagement has brought the following latest updates and features:

  • Dynamics 365 for Customer Engagement Portal app: The Dynamics 365 for Customer Engagement Portal app provides a new experience to configure and manage your online platform to communicate and collaborate with customers. When you install Dynamics 365 for Customer Engagement Portal version 9.0 and higher, the Dynamics 365 for Customer Engagement Portal app, built on the Unified Interface framework, is created out-of-the-box.
  • Reset a portal: You can now reset the portal if you plan to move to another geolocation or to another tenant, and don’t want to use the portal anymore. When you reset the portal, the hosted resources of the portal are deleted, and the portal URL will not be accessible.
  • Change the base URL of a portal: You can now change the base URL of the portal after it is provisioned. For example, if you choose the contosocommunity.microsoftcrmportals.com as the base URL while provisioning the portal, you can later change it to contosocommunityportal.microsoftcrmportals.com as per your requirement.

3. D365 for Customer Engagement Portal Capabilities Version 8.4.1

Portal capabilities version 8.4.1 for MS Dynamics 365 for Customer Engagement brings in a bunch of bug fixes, as well as performance improvements, along with the following features:

  • Search within the attachment content of knowledge articles and web files: Attachment content of knowledge articles and web files are now searchable to increase the likelihood of relevant search results.
  • Accessibility: The out-of-the-box portals (Community portal, Partner portal, Customer portal, and the Employee self-service portal) are now accessible. However, the customizer should ensure that the portal remains accessible after any customization or changes.

4. D365 for Customer Engagement Portal Capabilities Version 8.4

Portal capabilities version 8.4 for Microsoft Dynamics 365 for Customer Engagement brings in a bunch of bug fixes, as well as performance improvements, along with the following features:

  • Access the portal error logs: As a portal developer, you can now access detailed error logs for any issues on your portal. This helps you to debug issues while developing the portal. Once your portal is live, you can configure the portal to send all the application errors to an Azure Blob storage account owned by you.
Portal error logs

Portal error logs

  • Renew the portal authentication key: A portal connects to Dynamics 365 for Customer Engagement organization using the Azure active directory application. To do this, it requires an authentication key connected to the Azure Active Directory application. This key is added when you provision your portal and it must be renewed for every two years. This version of the portal brings in the capability for administrators to be notified about key expiration and renew this key from Portal Admin Center.
  • Implement the General Data Protection Regulation in portals: As a portal administrator, you can now configure your portal to meet the GDPR standards. You can also provide certain terms and conditions that must be agreed by the portal users to use the portal. You can also setup checks such as, if the portal is accessed by a minor user, the user must have parental consent to access the portal.

5. D365 for Customer Engagement Portal Capabilities Version 8.3

Portal capabilities version 8.3 for MS Dynamics 365 for Customer Engagement has many new updates and features:

  • Ability to include the attachments with knowledge articles: You can display note attachments along with knowledge articles. To enable this feature, you create a site setting KnowledgeManagement/DisplayNotes and set the value to true. Portal users can also search for these attachments.
  • Administrative wizard to add an entity to the portal: This feature introduces a new administrative wizard to easily expose the data on the portal. The entity created through the wizard takes the data from your organization and makes a subset of it available to your portal customers, based on the security and the permission model you choose.
  • Portal interaction tracking (preview): Use this preview feature to track a customer’s interaction with your portal and funnel it to the Dynamics 365 for Customer Insights. This will be helpful for plotting a 360-degree view of the user’s journey on your portal before and after the case is created.
  • Import metadata translation: Use this feature to import the metadata translation of the newly activated languages after you install a portal.
  • Source code availability for portals: A one-time release of the portal capabilities code is released to the Microsoft Download Center under MIT license for developers to download. This feature enables portals to be deployed to Dynamics 365 for Customer Engagement on-premises or online environments and allows developers to customize the code to suit their specific business needs.
  • Single sign-on (SSO) configuration improvements and support for Azure Active Directory B2C (Azure AD B2C): For the portals that require a consumer-based sign-in, this feature now supports the ability to:
  1. Configure your portal authentication to use SSO.
  2. Support Azure AD B2C for customer authentication.
  3. Manage your portal security in Azure.
  • Support time zone–independent date formats in portals forms: This feature adds the support for Date Only and Timezone Independent behaviors for date/time fields.
  • Allowing non-global administrators to provision a portal: You can now provision the portal if you are assigned to the System Administrator role of the CRM organization selected for the portal. You can now also manage the existing portal if you have any of the following roles:
  1. Dynamics 365 for Customer Engagement Service Administrator
  2. System Administrator of CRM organization selected for the portal
  • Store the custom domain name for a portal: This feature stores the primary domain name of the portal on the website record. If the domain name is changed in future, the latest primary domain name will be stored.
  • Tracking cookie for portals: A persistent cookie, Dynamics365PortalAnalytics, will be set whenever the user goes to a portal. This cookie has an expiration of 90 days. This cookie does not store any of the user’s personal data and is used by Microsoft to collect the analytics about portal service.
  • Performance improvement of the header and footer on a portal: Two new site settings, Header/OutputCache/Enabled and Footer/OutputCache/Enabled, are added to enable header/footer output caching when these settings are set to true. For the new users, these site settings are set to true by default, thereby enabling header and footer output caching. For the existing users who upgrade to a newer version of portal capabilities, output caching is disabled by default.

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