Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Portals -...
Customer experience | Sales, Customer Insights,...
Suggested answer

Dynamics 365 Portals - Upgrade Customization in safe way

(0) ShareShare
ReportReport
Posted on by Vincenzo 50

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

  • Vincenzo Profile Picture
    Vincenzo 50 on at
    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

  • Suggested answer
    Manoj Mane Profile Picture
    Manoj Mane 1,012 on at
    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. 

    pastedimage1643610020664v1.png

    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:-
    pastedimage1643610081450v2.png

     

    Thanks,
    Manoj.

    Please mark this as VERIFIED if it helps. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans