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Mastering Microsoft Dynamics 365 Customer Engagement

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

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

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

Configuring the customer service portal

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

  1. Go to the https://portal.office.com/ website, enter your credentials, and click on the Admin section:
  1. Go to the Dynamics 365 section, as shown:
  1. Select your instance using the Dynamics 365 instance picker and go the APPLICATIONS tab. Find and select Portal-Add On and click on MANAGE:
  1. 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:

  1. Click on Accept to abide by the terms and conditions:
  1. Wait for some time until the portal is configured. After successful configuration, click on the Base Portal URL to go to the portal site:

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