USER MANUAL PortalXpand A Customizable D365 Customer Portal Version: 2.2.0 Compatibility: MS Dynamics 365 on-premise (v8.2) and above. MS Dynamics 365 online (v9.1) and above. USER MANUAL: PortalXpand TABLE OF CONTENTS Introduction ............................................................................................................................................. 4 Benefits of Customer Portal ...................................................................................................................... 4 Prerequisites ............................................................................................................................................ 4 Installation ............................................................................................................................................... 5 Site configuration in SharePoint ................................................................................................................ 8 PortalXpand Admin Login ....................................................................................................................... 10 Admin Login ................................................................................................................................................... 10 Admin Dashboard .......................................................................................................................................... 12 Profile ............................................................................................................................................................ 14 Personal Information .................................................................................................................................. 14 Change Password ........................................................................................................................................ 15 Plan Details ................................................................................................................................................. 15 Portal General Settings ................................................................................................................................. 16 Portal Settings ............................................................................................................................................. 16 CRM Authentication ...................................................................................................................................... 17 SharePoint Configuration .............................................................................................................................. 19 Portal General Settings .................................................................................................................................. 20 Language Settings .......................................................................................................................................... 21 Portal User Settings ....................................................................................................................................... 24 SMTP Settings ................................................................................................................................................ 27 Email Settings ................................................................................................................................................ 28 Theme Customization .................................................................................................................................... 29 User Management ...................................................................................................................................... 31 Users .............................................................................................................................................................. 31 Roles (for Admin Users) ................................................................................................................................. 33 Portal User Management .............................................................................................................................. 35 Entity Configuration .................................................................................................................................... 35 Roles (for Portal Users) ............................................................................................................................... 36 Contacts ...................................................................................................................................................... 39 Design ............................................................................................................................................................ 46 List Builder .................................................................................................................................................. 47 Publish/Draft List Records ............................................................................................................................. 48 BIZ/UMP/G1 Public 1 USER MANUAL: PortalXpand Create a new List layout ................................................................................................................................ 50 Selecting ‘Create New’ layout ....................................................................................................................... 52 Using FetchXML Query .................................................................................................................................. 53 Selecting ‘Use Existing’ .................................................................................................................................. 55 Using JS Code Editor ...................................................................................................................................... 56 Translate List records (multi-language) ......................................................................................................... 58 Form Builder ............................................................................................................................................... 62 Publish/Draft Form Records .......................................................................................................................... 63 Edit Form ....................................................................................................................................................... 64 Create a New Form ........................................................................................................................................ 65 Notes Access .................................................................................................................................................. 68 Using Existing Forms ...................................................................................................................................... 69 Using JS Code Editor ...................................................................................................................................... 70 Field Configurations ....................................................................................................................................... 72 Sub-grid Support ............................................................................................................................................ 74 Interlink Support (Parent-Child Form) ........................................................................................................... 77 Advance Fields Settings & Management ....................................................................................................... 78 Translate Form records (multi-language) ...................................................................................................... 84 Page Builder ................................................................................................................................................ 87 Publish/Draft List Records ............................................................................................................................. 88 Create & Edit Page ......................................................................................................................................... 89 Add Form Access ‘Before Login’ .................................................................................................................... 95 Using JS Code Editor ...................................................................................................................................... 97 Translate Page records (multi-language) ...................................................................................................... 99 Widgets ........................................................................................................................................................ 103 Menu Builder ............................................................................................................................................ 134 Create Menu ................................................................................................................................................ 135 Replace Menu .............................................................................................................................................