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Microsoft Dynamics 365 | Adxstudio Portals v7

Microsoft acquired Adxstudio in 2015, third-party portal extension of CRM mainly for its engagement features. The past two years, Microsoft has natively built them into Microsoft Dynamics 365. At this point of transition, Microsoft continued supporting the legacy Adxstudio Portals v7 product and is providing advance notice of changes to legacy Adxstudio Portals v7 product lifecycle and support.

Microsoft has just announced transition options from legacy Adxstudio Portals v7 to Microsoft Dynamics 365 – Portals and a formal support channel to assist organisations with the transition to these new portal options.

It began the process of pausing new license sales for the legacy Adxstudio Portals v7 product at the end of 2016 and the formal support for legacy Adxstudio Portals v7 will end on August 1, 2018.

Here is where we, at EphronTechnologies, can help existing ADX portal customers to plan ahead for the August 1, 2018, deadline and determine the best transition path forward for your organization.

The transition options are 3 types :

1. Migrate to Microsoft Dynamics 365 – Portals – a new service that is part of the Microsoft Dynamics 365 online offering

2. Use Microsoft Dynamics 365 – Portals source code v8.3 – a one-time source code release that is customizable, but limits future migration opportunities and does not include support. The source code can be downloaded for free through the Microsoft Download Center.

3. Continue using legacy Adxstudio Portals v7 – if your organization acquired legacy Adxstudio Portals v7 via a perpetual license, you may continue to use your current legacy Adxstudio Portals v7 product.

As a valued Dynamics service provider, we suggest organisations to go with the first option above and get benefited with the below values and benefits.

What to expect?

Migrating involves moving to Dynamics 365 online version. It will require previous customizations to be removed from the ADx portals and upgrade to Dynamics 365 portal solutions, reconfiguring, deploying the new portal. Well all these require expert’s knowledge in the new Dynamics portal services and EphronTech has been well equipped to take these kinds of challenges, our Engineers are well trained to do all these for you.

So, what are the benefits?

Dynamics Portal’s product support will be much effective from Microsoft’s Customer service team.

Upgrade documentation will be public soon.

Experienced partner support like us readily available.

Better security standards

A range of free subscriptions including a portal for free.

Microsoft Dynamics 365 – Portals (v8+) includes the following list of new features:

Knowledge Management Improvements:

Support of Knowledge Article entity
Support of knowledge categories
Product-based filtering
Content access level security
Faceted search results

Customer Support Improvements:

Case deflection user experience in customer service user experiences
Replacing Notes with new portal comments entity
Generic Ratings and comments entities
New portal: employee self-service

Online service:

Automated deployment and management interface
Available in all Dynamics 365 data centers, including government cloud and German sovereign
Operated and maintained by Microsoft
Redundancy built into the service
Automatically upgraded when new portal versions are available with new features and bug fixes

Accessibility improvements
Performance improvements
Multi-lingual portals and support of 43 different languages

PRM improvements:

Config-based implementation of the Partner portal
Field and Project Service integrations
Deal Registration
Multi-partner collaboration
Partner recruitment and onboarding

Charts and dashboards
Portal activity reporting
Chat integration
Support for filename and description for web files in search results
Content creation wizard

Authentication Improvements:

Single Sign-on configuration
Claims mapping to contact records
Azure AD-B2C support including multi-tenant authentication

Support for date-only and time zone-independent field types

So, what next? Planning to migrate to Dynamics 365 portals? Let us help.

Please contact us by sending an email to info@ephrontech.com