Administrator’s Guide to Portal Capabilities for Microsoft Dynamics 365 1 Contents What’s new .............................................................................................................................................. 11 Privacy notice ....................................................................................................................................... 11 Installation Guide ........................................................................................................................................ 13 Provision a portal ..................................................................................................................................... 13 Before you provision a portal................................................................................................................ 13 Provision a portal .................................................................................................................................. 13 Troubleshoot Provisioning .................................................................................................................... 17 Set up custom domains and SSL certificates for a Dynamics 365 portal ............................................ 18 Enable multiple-language portal support ................................................................................................. 20 Supported languages ........................................................................................................................... 21 Create content in multiple languages ................................................................................................... 22 Configuration Guide .................................................................................................................................... 25 Configure a Dynamics 365 portal ............................................................................................................ 25 Create web roles for portals..................................................................................................................... 26 Attributes and relationships .................................................................................................................. 26 Optional default web role for authenticated users ................................................................................ 27 Optional default web role for unauthenticated users ............................................................................ 27 Enable help for Dynamics 365 portals ................................................................................................. 27 Customize Dynamics 365 portal forms, dashboards, and reports ....................................................... 27 Change the Dynamics 365 instance, audience, or type of portal ......................................................... 28 Manage knowledge articles using content access levels ........................................................................ 29 Create content access levels ............................................................................................................... 29 Assign content access levels to knowledge articles ............................................................................ 29 Assign content access levels to portal users ....................................................................................... 29 Use faceted search to improve portal search .......................................................................................... 30 Enable or disable faceted search ......................................................................................................... 30 Group entities as part of a record type for faceted view ...................................................................... 30 Use faceted search to improve knowledge search results ................................................................... 30 Engage with communities by using the community portal ....................................................................... 31 Set up and moderate forums ................................................................................................................... 32 Create a new forum .............................................................................................................................. 32 Edit an existing forum ........................................................................................................................... 32 Manage forums on a portal .................................................................................................................. 32 Forum attributes used by portals .......................................................................................................... 33 Manage forum threads ............................................................................................................................. 35 Manage forum threads in Microsoft Dynamics 365 .............................................................................. 35 Create forum threads on the portal ...................................................................................................... 36 Forum thread attributes used by portals .............................................................................................. 37 Manage forum thread types in Dynamics 365 ...................................................................................... 38 Forum thread type attributes ................................................................................................................ 38 Configure and manage knowledge categories and articles ..................................................................... 39 2 Create a new knowledge category ....................................................................................................... 39 Associate knowledge articles ............................................................................................................... 39 Delete a knowledge category ............................................................................................................... 39 Configure web roles for a PRM portal ..................................................................................................... 40 Partner administrator ............................................................................................................................ 40 Partner manager .................................................................................................................................. 40 Partner seller ........................................................................................................................................ 40 Create a partner account on a partner relationship management (PRM) portal ..................................... 41 Create a partner account ...................................................................................................................... 41 Associate partner contacts with an account ......................................................................................... 41 Get started with the portal content editor ................................................................................................. 41 Use the content editor toolbar .............................................................................................................. 42 Edit the header ..................................................................................................................................... 42 Add a new webpage ............................................................................................................................. 42 Edit the primary navigation ................................................................................................................... 44 Manage child pages ............................................................................................................................. 44 Delete a page ....................................................................................................................................... 44 Use the front-side editing engine to publish content ............................................................................... 45 Content editor commands and controls ............................................................................................... 45 Create a link ......................................................................................................................................... 47 Link properties and commands ............................................................................................................ 47 Insert an image ..................................................................................................................................... 48 Image properties and commands ......................................................................................................... 48 Browse pages and files by using the file picker ................................................................................... 49 File picker commands .......................................................................................................................... 49 Create a theme for your portal ................................................................................................................. 50 What is