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Microsoft PowerApps Portals

By Hani Dixit on 12/14/2020

What is Microsoft PowerApps Portals?

PowerApps portals associate with a range of pre-configured portal solutions that concentrate on various audiences. Starter portals have several options that add price to the Microsoft Dynamics 365 service apps. the subsequent sections justify however these options facilitate trendy businesses have interact a contemporary audience.

Microsoft PowerApps Portals offer us the configuration surface that permits users to feature forms to gather knowledge within the portal while not custom development. net example may be a Power Apps entity (adx_webtemplate), enclosed with Power Apps portals, that's wont to store example supply content. an online example can usually contain Liquid for dynamic content rendering and is that the central entity wont to integrate Liquid templates with the remainder of the facility Apps portals system.

Modern business

Your business is already using Power Apps. Consider the additional capabilities that using Power Apps portals can deliver:

Provide self-service support - When your business is growing, rather than having to employ extra staff in call centers, you could use Power Apps portals to add self-service capabilities to your website so that your web site in order that your customers will search data articles, interact with different customers, notice answers, and build support cases once required (that go directly into Dynamics 365 client Service), all without a single interaction from your resources.

Build a sales pipeline - When a lead fills out a contact us form on your company website; this information is recorded in Dynamics 365 Sales where the record can become part of your sales pipeline automatically.

Empower employees - When an employee needs a new computer, they can fill out an online form, where the information will be recorded in Dataverse so the helpdesk staff can immediately access and process this information.

Engage mobile workforce - Empower agents on any device, wherever they work. Field technicians can process and complete work orders in the field, instantly updating Dynamics 365 Field Service.

Power Apps portals capabilities

Power Apps portals are built over Dataverse. This architecture comes with a major benefit. All the differentiating features of model-driven Power Apps are the features of Power Apps portals also, including:

·       Centralized management

·       Common Data Model

·       Roles and permissions

·       Forms and views

·       Business rules

·       Declarative workflows and actions

·       Plug-in architecture

·       Integration with other services

·       Dataverse extensibility

·       Audit

Power Apps portals deliver a complete content management system out of the box, with all content stored in Dataverse. As a result, content can be edited through the portals studio and also directly by using the Portal Management app. Additionally, the robust Dataverse security model can help secure the content.

Portal templates

Portal templates are preconfigured portal solutions that are available to accelerate deployment. Power Apps portals are customizable, but a portal template will provide a preconfigured environment that is immediately suitable for specific scenarios.

The following portal templates are available:

·       Portal from blank

·       Custom (Dynamics 365 apps)

·       Community (Dynamics 365 apps)

·       Customer self-service (Dynamics 365 apps)

·       Employee self-service (Dynamics 365 apps)

·       Partner (Dynamics 365 apps)

·       Supply Chain Management Customer (Dynamics 365 apps)

 

The Partner Portal also includes optional Field Service and Project Service add-ons that are available if your Dynamics 365 environment includes Dynamics 365 Field Service and Dynamics 365 Project Service solutions.

Each of the starter portals includes a particular set of features that are designed to accelerate solution development that targets the selected audience.

Portal features

Power Apps portals is a platform and includes a long list of components and features out of the box. The following table shows how these features map into the key capability areas of Power Apps portals.

Content                           Extensibility                   Security                               Functionality

Accessibility

 

Web Forms

Profile Management

Case Deflection

Bootstrap Design

 

Web Templating

Web Roles

Case Management

Branding

 

Entity Forms

Invitations

Knowledge Management

Content Publishing

 

Entity Lists

Content Permissions

Discussion Forums

Responsive Design

 

Entity Actions

Entity Permissions

Ideas, Blogs

Webpages

 

 

Automation

Identity

Customer, Account, & Opportunity Management

Faceted Search and SEO

 

Charts & Graphs

Authentication

Delegated Administration

Multilingual Portals

 

 

Azure Integration

Auth Providers integration

Multi-Partner Collaboration

Ads, Polls, Ratings, and Comments

 

SharePoint Integration

 

Entitlements & SLAs

Theming

 

 

Power BI Integration

 

Localization into 43 Languages

Web Files

 

Client-side JavaScript

 

 

 

 

Liquid Templates

 

 

 

Web API

 

 

 

All components and features that are listed under ContentExtensibility, and Security form the portal foundation. They are part of the base solution and included in all portals. Features from the Functionality area focus on the specific needs of the target audience. Starter portal selection defines which subset of functional features is included.

Following steps needed to follow for creating a new portal: -

Only one Power Apps portal can be provisioned for each Dataverse environment.

The high-level steps to provision a starter portal are:

1.      Go to https://make.powerapps.com.

2.      Select a target environment by using the environment selector in the upper-right corner.

3.      On the left menu, select + Create.

4.      Select Portal from blank. If you have Dynamics 365 apps deployed in your Dataverse environment, additional portal templates, such as Customer self-service, will be available.

5.      Provide a name for the portal.

6.      Provide a unique address (URL) for the portal.

7.      Select the language.

8.      Select Create to start the portal provisioning process.

After portal provisioning has completed, the portal will appear in the list as an app of type Portal.

9.      Select the ellipsis (...) next to the portal app name then select Browse to open the portal website.

 

 

 

Dynamics CRM
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