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In AX 2012, we have dedicated customer self-service portal in EP. But in D365O, only vendor portal is available. Whats the concept of Customer self-service here in D365O. I went through some blogs where I got the information about Portal in Dynamics 365(basically CRM portal). Is it the same portal which will be used for D365O.
It will be highly appreciated if someone can explain the portal for D365O, how to include in D365O license, deploy forms there and use.
The features from AX2012 are not yet implemented as enterprise portal was depreciated and there is now one forms generator instead of a client and web form. See also: docs.microsoft.com/.../ax-2012-features-not-implemented-but-not-deprecated
CRM portal is different.
What exactly do you recommend when you say there is "one forms generator"? Would you say, we shall create our own forms to be accessed by external customers, i.e. building a customized customer portal? Or would you advise to wait for MS to eventually come out with a CSS, like VSS?
Thanks for sharing your opinion.
I cannot decide for you. When do you need to have a CSS? If you have a look at the roadmap pages and don't see anything related to CSS, Microsoft is probably not working on it. Then you can consider do it yourself.
Adding on to Oliver's requirements Andre. We have a customer who's potentially going to use D365FO for their quotation generation to order fulfillment process and have asked us whether it'd be possible to front-end a portal where customers can view their orders, view the statuses of their orders, edit their orders, cancel orders, and upload necessary documents. None of the blogs speak about this. All blogs are about the CSS provided through D365CE & FS. Nothing in the roadmap either. Please could you throw some light on this?
Apart from the status on this site docs.microsoft.com/.../ax-2012-features-not-implemented-but-not-deprecated, I cannot tell more about the status of CSS in Dynamics 365 for Finance and Operations.
You could provide access on the current system and implement filters for the customer to see only their own data and orders. This can be done with e.g. eXtensible Data Security or other customizations.
Note that these external users do need a licensed user as well.
Reading the threads... Although their may not be a productized "customer portal", why not create a custom workspace for customers that offers the features you are looking to expose to your customers?
Hope you have found your solution by now, but anyway: this is what I've found so far:
The Dynamics 365 Portals could be the answer you are looking for. They can be customized for different purposes: for customers, vendors or employees. Check this out:
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