Navigations for Dynamics 365 Portal

Navigations:

1. Web Link Sets

Web link sets are the collection of web links. To create a new web link set navigate to PortalsèWeb link sets.

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Attributes:

Name: Name of the web link set.

Website: Website name to which we want to add.

Display Name: An optional name for the web link set.

Web link set language: Specify the web link set language.

Copy: An optional description for the web link set.

Web links

Web links are used for navigation. Using web link we can navigate to any external URL or any web page with in the web site. All the security permissions of the web page are linked to the web link. After creating web link set only we can add web links because web link set is a collection of web links. Navigate to following Portals –> Web link sets.

It will open all web links here select your web link and open it will looks like below.

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Here select under Links tab it will open page like below.

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Attributes:

Name: Name for the web link

Web link set: Web link set name

Publishing state: Specify the publishing state for the web link.

Parent web link: Specify if required. If we specified it will display in tree view.

Page: Provide page for navigation.

External URL: Provide external URL for navigation example https://www.google.com

Description: Here provide the description for web link.

Robots follow link: Indicates whether or not search indexers should follow and index the contents of the link.

Display order: Provide the display order for the web link.

Display Page Child Links: This option is valid only for internal pages navigation only it is not applicable to external URL’s.

Open in New Window: When we clicked on web link then it will open in a new page of browser if we check the check box.

Disable Page Validations: This will used to Enable/Disable the page validations of page.

Image URL: Provide the image URL for displaying image.

Image Height: Provide the height for the image.

Image Alt Text: This text will appear when the image is not available within the provided path.

Image Width: Width of the image.

Display Image Only: If checked then it will display only image as link if uncheck then it will display both image and text as a link.

 

 

2. Redirects

Redirects are used to simplifying the URL for example if we want to redirect to a page like http://customerportal.contoso.com/surveys/customer-service-survey/ for the user convenience we have to shorten the URL. For the shortening of URL we use redirects. Using redirects we can shorten the URL as http://customerportal.contoso.com/cs-survey .

Navigate to Portals –> Redirects

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Here Click on +New It will open New redirect page like below.

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Attributes:

Name: Name for the redirect.

Web site: Web site name.

Inbound URL: It will acts like a partial URL of web page. Using this URL we can navigate.

Status code:

ð 301(Permanent redirect): Returns a permanent redirect status.

ð 302(Temporary redirect): Returns a temporary redirect status.

Redirect URL: External URL that you want to navigate.

Web page: Web page that we want to navigate with in the web site.

Site marker: Target internal site marker for redirect.

3. Site Markers

A site marker is a method of associating a web page with a consistent name. The main purpose of site marker is to avoid partial URL or web page name conflicts.

Navigate to Portals –> Site markers it will open page like below

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Here click on +New it will open page like below.

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Attributes:

Name: Name for the site marker.

Web site: Provide web site here.

Page: Provide page to which we want to add site marker.

For Registering and to sign in to Dynamics 365, please refer this blog http://blog.mtccrm.com/registering-and-creating-invitation-for-dynamics-365-portal

To assign Rules and Permission to the Dynamics 365 Portal, Please refer this blog

http://blog.mtccrm.com/permissions-and-rules-to-access-dynamic-365-portal

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