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Tuesday, October 11 • 8:00am - 2:00pm
Dynamics CRM Portal Capabilities
Delivery Method: Group Live

Dynamics CRM Online 2016 Update 1 introduced Portal Capabilities into Dynamics CRM Online.  With Portal Capabilities, you now have the ability to create full partner, customer, and/or employee self-service solutions.

Looking to make your Knowledge Articles accessible externally?  Want to empower your employees and customers with self-service at their fingertips.  Then this is the session for you.  Students will be introduced to Portal Capabilities and guided through several in-depth demonstrations. Learn how to deploy and configure the best portal solution for you needs.  Students will be walked through the best practices for setup, configuration, content management and more.

Learning Objectives:

  • Install and Configure Portal Capabilities

  • Create and Edit Portal Content

  • Understand the basics of custom theming

  • Setup and configure authentication and security

  • Explore the Advanced option available

Instructor: Derik Bormann

Audience: Dynamics CRM Administrator, Power Users, Service Managers, or Developer. 

Level:  Beginner

Preparation: Students should have a strong working knowledge of Dynamics CRM and basic understanding of project and resource management concepts.

Preparation: The detailed instructions for attending the class will be sent few days prior to the class.


Tuesday October 11, 2016 8:00am - 2:00pm EDT
Marriott Waterside Meeting Room 1 (Second Floor)