Dynamics 365 / SharePoint Customer Portal

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Posted on by kdd281

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Looking for a Documentation Portal based on D365/SharePoint or a separate platform. It needs to support assigning resources like a driver or document to a Product, then assigning that Product to a Customer. The customer should be able to login to view those those products and assigned resources (Files, Documents etc)

Would like something out of the box, and not custom if possible. I did look a D365 Portals but they don't have the level of configuration needed.

Thank you for your suggestions and have a great 2021!!!

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CRMJetty 3,508 on at

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RE: Dynamics 365 / SharePoint Customer Portal

Hello,

Here is Documentation that will helpful for you : Configure customer engagement apps for SharePoint document management

Thanks
Yoshika Suzuki on at

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RE: Dynamics 365 / SharePoint Customer Portal

I think you can save the documents used in Dynamics 365 to SharePoint.

Will your request be fulfilled by linking Dynamics 365 with SharePoint by referring to the following article?

docs.microsoft.com/.../set-up-dynamics-365-online-to-use-sharepoint-online
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RE: Dynamics 365 / SharePoint Customer Portal

If there was a specific thing or things the Dynamics Portals were missing, let me know, maybe I can provide more answers/options.
kdd281 469 on at

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RE: Dynamics 365 / SharePoint Customer Portal

Mike,

Thanks! I will give it a try to see if I can make it work.
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RE: Dynamics 365 / SharePoint Customer Portal

What was missing from the Dynamics/Power Apps portals? To me, this sounds like a portal with Field Service (assets/products), but not totally necessary to use FS. I've found them pretty flexible, yes some new tables/fields, but very limited needs past that.