- Module 1: Portal makers spend the majority of their time configuring portals by using Microsoft Power Apps portals Studio. It is important that portal makers have a full understanding of the capabilities and also the limitations of using portals Studio. This module will focus on understanding and using Power Apps portals Studio to create and customize portal websites. Power Apps portals Studio allows makers to add and configure webpages, layout components, static content, custom CSS files, table lists, and table forms.
- Learn how to launch and run Power Apps portals Studio from the maker portal.
- Identify the various menus, command bars, tools, canvas, and property sections.
- Discover how to add new webpages, how to place them in the site structure, and how to apply various page templates.
- Learn about the process of configuring specific layouts and adding and modifying different types of content to a page.
- Identify where to add or modify custom HTML, CSS, or Liquid code to the webpages by using portals Studio.
- Discover the process of uploading CSS files and how it will apply to the portal.
- Module 2: Makers are required to understand the various Power Apps portals metadata components so they can configure the portals app for a variety of unique requirements. This module uses the Portal Management app to configure various portals features by editing the portals metadata.
- Review the various Power Apps portals metadata records and how they are used to configure specific aspects of a portal.
- Learn about the Portal Management model-driven app and how it is used to configure specific aspects of a Power Apps portal.
- Discover the structure of a webpage record and the various components that are used to render a webpage and show content from multiple languages.
- Examine the page template and web template structure and how they apply consistent layouts and functionality of a webpage.
- Module 3: The ability to find and interact with Dataverse data on a website is one of the core benefits of implementing a Power Apps portal. Several methods are available for you to display Dataverse data. Learning and knowing about these different options will help you have successful portal implementations. This module will focus on the techniques that you can use to configure entity lists, entity forms, and web forms to build powerful web applications.
- Configure entity lists to display Dataverse data in different ways and allow portal users to interact with the data by using various techniques.
- Implement entity forms to allow creating, reading, and updating of Dataverse records.
- Build a web form process to allow for complex and decision-based data entry processes.
- Trigger classic Dataverse workflows from the portal.
- Combine the various Dataverse portal components to build powerful web applications.
- Module 4: Liquid is an [open-source template language](http://dotliquidmarkup.org/?azure-portal=true) that is integrated natively into Microsoft Power Apps portals. It acts as a bridge between Microsoft Dataverse and the HTML or text output that is sent to the browser. Liquid can be used to add dynamic content to pages and to create a variety of custom templates. Additionally, Liquid provides access only to the data and operations that are explicitly allowed by the portals.
- Learn about Liquid template language and how it's used in portals.
- Learn how to interpret the syntax of Liquid and how to write Liquid code.
- Differentiate Liquid tags, objects, and filters.
- Discover how to use FetchXML to show Dataverse data.
- Module 5: The concept of exposing Microsoft Dataverse on a public webpage is appealing for addressing numerous business requirements. However, careful consideration is necessary to avoid exposing private or sensitive data. This module will focus on helping you understand and configure portal security to protect static and dynamic content and limit visibility to specific audiences.
- Learn about the relationship between Dataverse contacts and portal users.
- Identify the various portal security metadata entities such as contacts, web roles, webpage access control rules, and entity permissions.
- Discover how you can limit access to portal webpages by using webpage access control rules.
- Learn how to configure entity permissions to secure Dataverse and Dynamics 365 records.
- Module 6: A portal maker should consider specific details when designing and building portals. Implementing a portal solution requires knowledge of the specific business requirements and needs of the customer. Along with being simplistic and well-designed, a successful portal should provide functionality in consideration of geographical location, language, and accessibility needs. Additionally, portal makers should ensure that portal metadata is backed up to source control and deployed to test and production environments in a consistent and structured way.
- Recognize business requirements that you can meet with portal functionality and those that require deeper development or consideration of other technology.
- Learn how to design a portal, including page placement, site map best practices, and content planning.
- Identify how to ensure that portals are accessible.
- Learn how to configure and manage a multilingual portal.
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