Customer experience | Sales, Customer Insights,...

Dynamics 365 Portals - Upgrade Customization in safe way

(0) Share

Report

Posted on by Vincenzo

Hi All,

I'm planning to customize Customer Self Service portal and I'd like to understand what is the better way to do this in order to make the Microsoft upgrade safe.

I see that there are two types of Portal updates: The portal solution update and the Portal website host update

The portal website host update is automatically deployed by Microsoft.

The main modification could be done on

theme.css
Page (introduce JS/HTML)
Web Template (change HTML/JS)

How these modification must be done in order to be maintaned on the Microsoft portal website host update?

Microsoft, in the portal upgrade, automatically merge the modification maintaining the customizations?

Regards

Vincenzo

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Manoj Mane 1,020 on at

Like (0)

Report

RE: Dynamics 365 Portals - Upgrade Customization in safe way

Hi Vincenzo,

In order to build the custom web pages. You need to make the customization in following areas:-

Web Template --> Page Template --> web Page.

Web Template :- You can write all your custom page code here (HTML, JS, jQuery, Web Api )

Page Template :- Associate Web template to the Page Template.

Web Page :- Associate Page template to the Web page.

and add all the css related code in the theme.css , so it will auto render the css class/id to the web page. As theme.css will load in the header so your code will get apply to the entire web page.

Custom page:-

Thanks,
Manoj.

Please mark this as VERIFIED if it helps.

Was this reply helpful? Yes No
Vincenzo 50 on at

Like (0)

Report

RE: Dynamics 365 Portals - Upgrade Customization in safe way

Hi Manoj,

Thanks for your answer.

However I was referring to what I had to keep in mind in customizations to be upgrade safe.

I think that all customization are data registered in Dataverse in the my environment. My question was "Microsoft could be upgraded my customized web template/page template/page/css if I modify (not add newone) it?"

Thanks

Vincenzo

Was this reply helpful? Yes No