Portal 365/Adxstudio portal deployment short review This article reviews how modern crm portals can be quickly copied or deployed for free. That is why Scribe, Kingswaysoft, Cobalt and other toll services excluded from the review. In the part one we talked about deployment of on-prem and on-line portals. Since beginning of 2017 Adxstudio on premise portals disappeared from MS price list. Although on-line portals are a single option in the Dynamics 365 market now, on-prem portals still will be part of the review. Let’s see what changed since 2016 in portals deployment: ALM Toolkit – gone Webcopy tool – mostly gone. There is a couple of enthusiasts trying to adopt it for portals 365. Configuration Migration tool – still part of Dynamics 365 tools, got some new feature. Not much left but new OOB methods appeared. OOB deployment tools 1. Full copy in Dynamics 365 Admin portal . Copies environment bite to bite but has
Portals 365 deployment with DMM 365: recipe of granular Portal deployment using Saved Views as filters
DMM365: Data Migration Management tool for Dynamics 365 Given: Deploy specific Webform Steps and and specific Webform Metadata. Conditions: modified since last deployment on 31 of August for Portal X exclude Webform Step “Step6” Prerequisites: DMM365 connected to source CRM instance has rights to read required Saved views, Site Settings and Web Files entities. DMM365 connected to target CRM instance with rights to writeSite Settings and Web Files entities. 1. Backup your Target instance with Dynamics 365 Admin pane, Create backup 2. Create Saved View in source crm instance: View for Webform Steps. Conditions: - Modified on or after 1 of September - Parent portal “Portal X” View for Webform Metadata. Conditions: - Modified on or after 1 of September - Parent portal “Portal X” - Step name is not equal “Step 6” NOTE: You can create a separate view/s to ex