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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Portal Development
Microsoft Dynamics CRM (Archived)

Portal Development

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Posted on by Pete_N 1,703

CRM 2016 On Premises

**** I am very inexperienced in C *****

I am looking to get together a small project to replace our aging customer web application. Currently the web application communicates to a SQL  Server, however moving forwards, we need it to communicate directly with our in house CRM. I have downloaded and looked at the Microsoft 365 Portal for On Premises, which looks to be the perfect foundation to build a customer interface. As I read it , it is in a sense an asp website communicating directly with CRM.

The problem I have is that it's in C, and  I am having trouble trying to read through the code, to understand what its doing and make any modifications..

I'm looking for any examples / tutorials on how to create a 'portal' in vb. In the Microsoft 365 Portal, the customer 'logon' uses the contacts entity to verify the user , this I would need to replicate.

This is for a sample project, as I am trying to design a replacement customer application before handing this over to a qualified developer.

*This post is locked for comments

  • Suggested answer
    Summer Garg Profile Picture
    Summer Garg 585 on at
    RE: Portal Development

    Hi,

    Want to get tutorial list of portal then check this link :

    crmhub.blogspot.com/.../d365-portal-adx-studio-portal.html

    It might be helpful.

  • Verified answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: Portal Development

    Hi, CRM Portals are online hosted on Azure, you are not directly allow to modify content. You can still do customization using Liquid Templates which are nothing but JavaScripts.

    You can go through this link to understand more:

    community.dynamics.com/.../dynamics-365-portals-liquid-templates-part-1-hello-world

    For OnPremise use, MS will give you a version of CRM Portal also with all the source code, however that too will be in C# I believe. This version you can host on premise and you will own the solution however you will not be getting any future updates.

    Regards,

    Pranav

    If found useful, please mark the answer as verified

  • Pete_N Profile Picture
    Pete_N 1,703 on at
    RE: Portal Development

    HI,

    Thank you for your feedback, however, I'm struggling to try and understand this. I have looked at the link, and from what I can tell, it refers to an online portal rather than on-premises. Putting that aside, I have tried changing some of the 'Content Snippets' values to get an understanding on how this effects what the end customer will see.  I.e. Home/Subtitle Snippet I changed to 'My Test Portal' and saved this. I refreshed the webpage, but the change has not been reflected in the portal. Is this because it's on-premises or am I missing something

  • oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Portal Development

    hi.. so just as start, it is not written in C.. it is C# which is completely different.. if you ever decide to study any other language, don't go for VB please, try c# or anything else

    as a starting point.. you don't need to understand the Portal code (at all).. just download the source, follow the guide to install CRM solutions through power-shell, build the code, and it will prompt you your CRM URL details (in fact you don't even need to use Visual Studio, you can simply deploy the published files into your IIS)

    all the configuration of the Portal is made through CRM records (web pages / entity list / web forms / entity forms / etc)

    you should go to the source code only, and only if it is something the configuration OOB doesn't provide you with

    also you will need to learn JavaScript and Liquid Templates to make customization to it

    please read the official Microsoft documentation

    docs.microsoft.com/.../administer-manage-portal-dynamics-365

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