Adding Portal Content Faster and Easier with the New Portal Management Centre

There’s been lots of talk about the new portal management capabilities in the latest release of Dynamics 365 and portals. Managing content and adding web pages in portals has up until now been most easily done using the front-side editor when it comes to standard content; meanwhile adding views or forms for other non-portal entities has always been a manual process involving creating entity forms and entity lists on the CRM backend. Indeed, the pain and confusion involved with the process of doing so has been a big blocker in terms of adoption of the Portals as a turn-key solution.

This has changed somewhat with the latest releases, with a new Portal Management Center right in Dynamics 365 Web Application which makes adding content a bit quicker and easier, especially if your goal is surfacing Dynamics entities that don’t belong to the portals site map concept.

First off, in order to use the Portal Management area of the Dynamics Portal module, your CRM security role must have full read/write/ permissions to all of the Portal entities administered by this functionality: namely Entity Forms, Entity Lists, and Web Pages. Assuming you are able to access it you’ll notice that there are two options. The first is to Create Portal Content, and the second is to Enable Analytics. We might look at the second of these options in a future post, but today we are talking about the first: The Create Portal Content Wizard...

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