Index

A, B

Account scope
AlexaCRM
Arrays
ASMX web service
Azure Active Directory B2C
portal configuration
claims mapping
login screen
open ID connect protocol
password configuration
sign-in page
single identity provider
site settings
tenant
SeeAzure Active Directory B2C tenant
values
Azure Active Directory B2C tenant
applications
application setting
Azure subscription
creation
home page
identity providers
key generation
switch directory
user attributes and claims
user flow

C

Community portal template
Contact-based authentication
external
SeeExternal authentication
user registration
access control
access page
admin login
contact selection
login page
new portal editor
password changing
profile page
web page
Contact scope
Content management systems (CMSs)
Custom code
HTML code
JavaScript editor
jQuery
customer relationship management (CRM) tool
Custom portal framework

D

Data entry and customization
adding charts to portal
applying theme
boostrap CSS
creating Child file
Home page
Sign-in page
changing banner image
changing banner text
changing page
creating details page
entity form settings
entity list after mapping
event
read-only fields
setting web page
creating entity list
creating form
entity reference settings
event general settings
Grid configuration
value selection
creating new page
editing form
performing validation
creating event records
Dynamics 365 CE form
entityFormClientValidation function
wrong date range
updating navigation
Document management
Microsoft 365 Admin Center
Office 365 Global Administrator
Online option
required entities
document libraries
document management function, enable
folder structure
SharePoint server integration
URL site
Dynamics 365 portals
advantage
benefits
example scenario
entity relationship diagram
portal to client, features
SBMA
uses
Dynamics CRM

E, F

Employee portal
entityFormClientValidation function
External authentication
Google
API project
application type
client ID/secret
credentials
login screen
new project
profile page
registration
sign-in
site settings
Microsoft
application access
app registration
client secrets
e-mail
log in screen
new registration
profile page
register
sign-in page
site settings
providers

G, H, I, J, K

Global scope

L

Liquid templates
components
conditional statements
deploying portal files
configuration deployer
records mover
FetchXML
create page template
event registration
JSON/XML
linked entities
output
query
iterations
objects
date filters
entities
for loop
math filters
page
string filters
operators
retrieving data
create page template
create web page
create web template
entity list
event list created
multiple records
navigate event details
XrmToolBox
types
arrays
Boolean
date/time type
dictionaries
null
number variable
string

M, N

Microsoft SharePoint

O

OData feed
entity list
result set
retrieves data
web page, creation

P, Q, R

Parent scope
Portal actions
base URL
custom errors
diagnostic logging
Field Services
metadata translations
page
Project Services
public key
reset portal
restart
URL update
Portal authentication key
Portal Checker
Portal connector
Portal features
actions
SeePortal actions
diagnostic tool
IP address restrictions
manage instance
portal details
Power BI
SharePoint integration
Portal instance configuration
Administration Center
Audience section
Configuration Wizard
Configured status
details
information
progress message
terms of service
Portal options
CRM SDK
on-premise customers
source code releases
third-party portal tools
Portal security
authentication
level of access
overview

S, T

Self-scope
SharePoint Integration
Dynamics CE forms
Entity property
subgrid, add
subgrid properties
enable document management
SeeDocument management
entity permissions
Add files
attached files
document library
Document Location entity
event details page
uploaded files
web role
portal Admin Center
disable
permission requirements
SiteCore
Small Businesses Membership Association (SBMA)

U, V

User Authorization
entity permissions
child entity
entity form
entity list
event
event administrator
scopes
web roles

W

Webcurl
Web forms
conditional branching
creation
multiple records
process steps
vs. entity forms
event registration
redirect step
steps
SeeWeb form steps
Web form steps
details of form
event details
event registration
Event registration details
Form Definition tab
General tab
mode
setting entity references
Form Definition tab
General tab
start step
Web Form Steps tab
Web page access control
properties
rules
Web site access permissions
Web template
creating page
definition
replace headers and footers
sample code

X

xRM portals community edition

Y, Z

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