In this blogpost, we show you how to upload a signature or pen input from a Canvas App to Dynamics 365 as an attachment on a particular entity record.
As we have seen so far, there are many exciting new features with the Dynamics 365 July 2017 Update. Well that excitement continues with the updates to Portals!
There are some new features that are being added for Customer Engagement portals, let's take a look at the pros and cons of these features.
The SaaS offering does not give us the access to the source code, but there is still a lot we can do with the customizations provided out-of-the box for portals. As part of this update, Microsoft will provide a one-time drop for the source code.
This is just an addition to all the SaaS offerings provided by Microsoft.
Portals have a ton of configuration, and there is a lot that we can do with that. However, creating these configurations can be tedious and may create confusion due to the architecture. As part of the July Update, there will be an Administrative Wizard that will make it much easier to configure and create portal data.
More information on this handy wizard will updated in the near future.
Here are a few screenshots of the Administrative Wizard:
1. Navigate to Portal Administration
2. Create Portal Content
3. Questionnaire screens
4. Portal content created
Azure AD-B2C is the future of the Portal authentication mechanism and of the other functionalities in Dynamics 365. This means that there will be deprecation of the local logon authentication and everything will be via Azure AD-B2C.
You can learn more about Azure AD-B2C here.
Azure AD-B2C is an Azure service that does not require an actual subscription, can be started for free, and can go live in Production within certain service limits.
Here are a few screenshots of the Azure AD-B2C Portal experience:
1. Azure Portal View – Identity Providers Selection
2. Select the data that will be part of sign up attributes
3. Customized Logon page
4. The new sign out experience will sign out from the identity provider and is configurable for each identity provider.
To learn more about Dynamics 365 July Updates, sign up for our Update Webinar Series – running now through August 22.
Happy Dynamics 365'ing!
Please note: All content and information is presented on preview versions and not the launched product. Product is subject to changes per Microsoft's discretion.