Dynamics 365 Portal Architecture is the foundation for building Dynamics 365 applications. In this article, we will show you how to login to the portal and explore some of the features available.
Overview
A Dynamics portal architecture is a way to manage and access data in a Dynamics environment. It allows users to access their data from any device they have access to, whether it's a laptop, tablet, or phone. This architecture also reduces the amount of time needed to access data and makes it easier for users to share information with others in the organization.
To create a portal architecture in Dynamics, you first need to create an online portal. This portal will serve as the gateway into the Dynamics environment. Once you have created the online portal, you need to create an authentication scheme for it. This scheme will allow users to log into the portal and access their data. You can also use this scheme to authorize other users in the organization to access data from the online portal.
Once you have created the authentication scheme and online portal, you are ready to start setting up your Dynamics environment. You first need to install Dynamics on your server. Then, you need to create user profiles for your users. Each user profile will contain information about the user, such as their name and email address. You can then assign each user a role in your organization, such as administrator or user. Finally, you can grant each user access to specific data
Login Pages
There are several types of login pages that a Dynamics Portal user can encounter. The most common type of login page is the login page that appears when a user first logs into the Dynamics Portal. This page contains a login form and usually takes the form of a web page.
Other types of login pages include the following:
- The welcome screen, which is the screen that greets new users when they first enter the Dynamics Portal. It typically appears after a user has logged in and looks like a thank-you message from Dynamics Portal.
- The settings page, which is used to change basic settings about the Dynamics Portal. It appears after a user has logged in and looks like the settings page for an online application.
- The admin pages, which are used by Dynamics Portal administrators to manage users and data. They appear only to administrators who have been granted access by Dynamics Portal.
Registration Pages
1. Registration pages are used to register new users and store their credentials.
2. Once registered, users can access their account settings and login page.
3. The login page allows users to login using their credentials or sign in with their social media accounts.
User Profile Pages
1. User Profile Pages: The Dynamics Portal Architecture uses user profile pages to keep track of users' information. Each user's profile page includes a list of all the documents that the user has access to. It also includes a list of all the users that the user is connected to, as well as the privileges that the user has for each document.
2. Connections Page: The Connections page displays all the connections that a user has made to other users and teams in Dynamics. This page also shows which documents are accessible to which users.
3. Security Page: The Security page protects users' data by identifying who can access which documents and resources. It also allows administrators to set restrictions on which users can connect to which resources.
Portal Views
1. When a user logs in for the first time, the portal displays a welcome message and prompts the user to select a view.
2. There are three main portal views: Home, My Sites, and Accounts.
3. Each view contains different sections that allow users to manage their accounts, customize their home page, and access their My Sites.
4. Users can switch between views by clicking on the overview icon at the top of any page.
Customization Options
One of the main features of Dynamics Portal is its flexibility and customization options. This allows users to create a portal that is exactly their own.
There are several customization options available, including the ability to add your company logo and colors. You can also choose to display information in either a grid or list format.
The layout of the portal can also be customized to match your company's style. You can choose between a classic design or a more modern look.
Dynamics Portal also offers a wide range of features for users to explore. This includes access to company data, reports, and tools. It also allows you to manage your email contacts, calendars, and files.
Conclusion
I hope this article on the Dynamics Portal Architecture has given you an understanding of how it works and the various components that make it up. In a later article, we will look at ways to customize your Dynamics Portal Architecture so that it better meets your needs. Do not hesitate to leave any questions or comments in the section below and I will get back to you as soon as possible.