New Dynamics 365 Portal Features

Summary

Two of the October release features for Dynamics 365 Portals are now generally available;

  • Manage SharePoint Documents
  • Power BI Integration

The New Portal Editor is now in a public preview.

Details on configuring these features can be found at the Microsoft Docs site:

Manage SharePoint Documents

Set Up Power BI Integration

Manage SharePoint Documents

Legacy Adxstudio Portals already had SharePoint integration but once the Portal code was assumed by Microsoft, there were authentication and server to server communication gaps that couldn’t be accommodated in the Dynamics 365 Online Portal version.  These gaps have now been addressed and Portal configurators can now surface Dynamics 365 based SharePoint integration on Portal pages.

Security can be modified to allow portal users to either just view documents or upload and even create folders.  By default, the size limit is 5mb but can be increased via site settings to 50mb.  Granular security to file/folder level is not possible out of the box.

1.SharePointDocumentStore
SharePoint Documents on Portal Page

Power BI Integration

You now have the ability to surface Power BI charts and dashboards to the Portal.  This new feature provides another powerful way to surface information specific to your external stakeholders.  I will admit that I am NOT a Power BI expert, but I was able to cobble to together a very simple pie chart and surface it on a portal page.  Look for future blog posts as I dive deeper into Power BI.

powerBI
My hacked together Power BI dashboard on a Portal Page

New Portal Editor Preview

The new Portal Editor is very limited at this point but does give a glimpse into the future possibilities of a “drag and drop” experience for content managers.

portaleditor

Conclusion

I am personally excited of the new Portal features and look forward to other new advancements made to the Dynamics 365 Portal!

Want to Learn More?

Please join us in Oslo, Norway on November 7th-8th for the Portals Boot Camp.  Take your Dynamics 365 configuration skills to the next level with Portals!

Dynamics 365 Portals Boot Camp with Nick Doelman

Wednesday, Nov 7, 2018, 9:00 AM

Sopra Steria
Biskop Gunnerus’ gate 14A Oslo, NO

7 Dynamics enthusiasts Attending

Make sure you sign up for the pre-day community meetup as well! https://www.meetup.com/Oslo-Microsoft-Dynamics-CRM-Meetup/events/254817752/ Welcome to a boot camp on Dynamics 365 Portals with the amazing Nick Doelman! Nick is coming all the way from Canada to share his extensive knowledge about portals and how they work. This workshop is based on r…

Check out this Meetup →

Nick Doelman is a Microsoft Business Applications MVP and just returned from an awesome week at D365 User Group Summit in Phoenix.

Photo Credit: Unsplash

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