Adelaide D365 UG April 2017 - Intro to CRM Portals
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This document summarizes the agenda and details of a Microsoft Dynamics 365 User Group meeting. The agenda includes registration, a welcome, Microsoft announcements, a main presentation on CRM portals, customer and partner voices, a tip session, and a Q&A. The document also provides bios for the user group committee members, housekeeping notes, an evacuation plan, and information on the meeting's presenters.
Adelaide D365 UG April 2017 - Intro to CRM Portals
- 1. Microsoft Dynamics 365 User Group Welcome! Meeting will begin shortly.
- 2. Microsoft Dynamics 365 User Group Agenda 8:00 – 8:30 Registration and Networking 8:30 – 8:35 Welcome & House Keeping 8:35 – 8:40 Microsoft Notice Board 8:40 – 9:10 The Main Show – Intro to CRM Portals 9:10 – 9:20 ISV & Customer Voice 9:20 – 9:25 Just 1 Tip 9:25 – 9:30 Open Mic: General Q&A
- 3. Microsoft Dynamics 365 User Group Your User Group Committee Andrew Ly Chairman, President Sam Fernando Customer Voice & ISV Manager Brock Sperryn Membership Manager Jonathon De Conno Photo Manager Neeraj Kapoor Just 1 Tip Manager Marcus d'Assumpcao Microsoft Representative
- 4. Microsoft Dynamics 365 User Group House Keeping • In case of evacuation: • Alert Alarm (beep beep - warning sound) • Evacuation Alarm (whoop whoop – faster sound, keeps going) • The lifts are not used at the time of an evacuation. (The lifts will be shut off and controlled by Emergency Service team)
- 5. Microsoft Dynamics 365 User Group Evacuation Point
- 6. Microsoft Dynamics 365 User Group Notice Board Marcus D’Assumpcao Microsoft Corporate Account Manager
- 7. Microsoft Dynamics 365 User Group Main Show Introduction to CRM Portals Sam Fernando (Senior Dynamics Solutions Architect)-SMS M&T
- 8. Microsoft Dynamics 365 User Group What’s in store for you today • What is CRM Portals? • How to get started • Types of portals & features • Demo • Building blocks • Then vs Now • Advanced Customisations • Upgrading & Support
- 9. Microsoft Dynamics 365 User Group What is a Portal Image: http://stargate.wikia.com/wiki/Stargate
- 10. Microsoft Dynamics 365 User Group Why use CRM portals? • Engage customers directly • Empower customers • Extend CRM functionality • Streamline transactions • Collect/Access information directly • Extension to CRM • Built on modern web standards (Bootstrap, responsive, branding) • Multilingual support
- 11. Microsoft Dynamics 365 User Group How to install Step 1
- 12. Microsoft Dynamics 365 User Group How to install Step 2
- 13. Microsoft Dynamics 365 User Group How to install Step 3
- 14. Microsoft Dynamics 365 User Group How to install Step 4
- 15. Microsoft Dynamics 365 User Group How to install Done!
- 16. Microsoft Dynamics 365 User Group Types of Portals • Partner Portal • Customer Self-service Portal • Employee Self-service Portal • Community Portal • Custom Portal
- 17. Microsoft Dynamics 365 User Group Image Credits - http://www.prism.gatech.edu/~aclegg3/DemoTime.html
- 18. Microsoft Dynamics 365 User Group Building blocks • Content management (Files, Content Snippets, Links, Redirects, Ads, Polls) • Data Entry (Entity Form) • Data Wizards (Web Form) • Data Lists (Entity List) • Site Settings • Authentication (Invitations, Local, Azure AD, Oauth, OpenID) • Authorisation (Web Roles, Entity & Web Page Permissions)
- 19. Microsoft Dynamics 365 User Group Web Site Web Page Content Page (EN) Entity Forms Entity Lists Other Elements Content Snippets Settings
- 20. Microsoft Dynamics 365 User Group Then vs Now • Adx Portal (Legacy) supported ASP.Net • Certain features aren’t enabled in CRM Portals yet • Event Management • E-Commerce • Permits & Licensing • New features to be introduced in the future • New customisation techniques Full Comparison : https://www.adoxio.com/crm-portals-and-crm-portals-feature-comparison/
- 21. Microsoft Dynamics 365 User Group Advanced Customisations • No “Page Templates” • Liquid – web templating system • Render dynamic content on web pages, content snippets • Conditions, loops, retrieve data • Uses tags & objects (request, params, entities, page) • Build mini web services • Use Azure to augment functionality
- 22. Microsoft Dynamics 365 User Group Upgrading & Support • Upgrade from Adx Portal • Upgrade from Custom Adx Portal • Support Info • Version 8.x – supported via Dynamics 365 Support Contract • Version 7.0.018 – 7.0.024 – supported via MPN, Premier, Pay per incident • Version 7.0.017 & lower – not supported Reference : https://support.microsoft.com/en-us/help/3165165/legacy-adxstudio-portals-and-microsoft- dynamics-365-portals-supportability
- 23. Microsoft Dynamics 365 User Group Pricing • Included with Enterprise Plan 1 • Purchase additional portal instances
- 24. Microsoft Dynamics 365 User Group Recap • What is CRM Portals? • How to get started • Types of portals & features • Demo • Building blocks • Then vs Now • Advanced Customisations • Upgrading & Support
- 25. Microsoft Dynamics 365 User Group Just One Tip PowerBI Dashboards in Dynamics 365 Neeraj Kapoor (Dynamics 365 Consultant/BA Capability Lead)-SMS M&T
- 26. Microsoft Dynamics 365 User Group Smart Dashboards
- 27. Microsoft Dynamics 365 User Group As a pre-requisite, a user should have a valid Dynamics 365 licence and a PowerBI licence. • Sign-in to Power BI Online • Go-to Datasets area click Get Data, • Under Services click Get, and then select from the following content packs. Dynamics 365 Customer Service Analytics Dynamics 365 Sales Manager • Power BI will prompt user to ask for a Dynamics 365 online url. • Change authentication to OATH2. Setting Up PowerBI with Dynamics 365
- 28. Microsoft Dynamics 365 User Group
- 29. Microsoft Dynamics 365 User Group • Go to Dashboards in Service • Click New, and then click Power BI Dashboard. • In the Add Power BI Dashboard box, select the Power BI dashboard that you want to add • Click Save. Enabling PowerBI in CRM
- 30. Microsoft Dynamics 365 User Group Q&A