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You're reading from Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

Product type Paperback

Published in Feb 2019

Publisher Packt

ISBN-13 9781788990226

Length 572 pages

Edition 2nd Edition

Languages

JavaScript

Tools

Dynamics 365

Concepts

CRM

Author (1):

Deepesh Somani

View More author details

Table of Contents (21) Chapters

Preface

1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER

2. Working with Sales

3. Working with Service

4. Working with Marketing

5. Understanding the New Unified User Interface

6. Section 2: Understanding Customization and App Design

7. Designing Unified Interface Apps

8. Customization Enhancements in Dynamics 365

9. Business Process Flows and Rules in Dynamics 365

10. Section 3: Development Enhancements and Code Improvements in Dynamics 365

11. Client-Side Scripting

12. Plugin Development with Dynamics 365

13. Working with the XRM Framework

14. Mobile Enhancements in Dynamics 365

15. Virtual Entities in Dynamics 365

16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365

17. Working with Dynamics 365 Portals

18. Configuration Enhancements in Dynamics 365

19. Analytics with Dynamics 365 (Word and Excel Templates)

20. Other Books You May Enjoy

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Configuring the customer service portal

To configure the Dynamics 365 customer service portal, the following steps need to be performed:

Go to the https://portal.office.com/ website, enter your credentials, and click on the Admin section:

Go to the Dynamics 365 section, as shown:

Select your instance using the Dynamics 365 instance picker and go the APPLICATIONS tab. Find and select Portal-Add On and click on MANAGE:

The portal configuration page will be opened; you can configure the portal with the following settings. After choosing the required settings, click on Submit to proceed, as shown:

Click on Accept to abide by the terms and conditions:

Wait for some time until the portal is configured. After successful configuration, click on the Base Portal URL to go to the portal site:

A new tab will be opened and you will be redirected to the CONTOSO CUSTOMER...

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Authors (1)

Deepesh Somani

Deepesh Somani is a Microsoft Dynamics CRM architect/practice lead at Dynamisity and a corporate trainer. He has been a Microsoft MVP awardee since 2015 and was recognized as one of the top 50 CRM bloggers in 2019 by Feedspot. He has developed 14 free tools with 7,000 downloads and a Learning Dynamics CRM app with 1,500 downloads and 4.4 rating on the Play Store. He is experienced in working in different domains with teams from many countries and multinational companies and has authored two other Packt books.

See other products by Deepesh Somani