xRM Portals Community Edition

xRM Portals Community Edition is a fork of the open source release of Microsoft Dynamics 365 Customer Engagement Portals version 8.3. It continues from the announced one-time release of Portals source code made available on the Microsoft Download Center under the MIT license.

xRM Portals Community Edition enables portal deployments for Dynamics 365 online and on-premises environments, and allows developers to customize the code to suit their specific business needs.

Objectives

xRM Portals Community Edition is a project led by Adoxio with contributions by the community to provide a way of upgrading from Adxstudio Portals 7 to a supported version of portals, and that allows for the ability to migrate over to Microsoft's hosted offering of Microsoft Dynamics 365 Customer Engagement Portals.

Building

To build the project, ensure that you have Git installed to obtain the source code, and Visual Studio 2017 installed to compile the source code.

• Clone the repository using Git:

  git clone https://github.com/Adoxio/xRM-Portals-Community-Edition.git

• Open the Solutions\Portals\Portals.sln solution file in Visual Studio
• Build the Portals solution or the MasterPortal project in Visual Studio

Deployment

xRM Portals Community Edition is a set of .NET class libraries and an ASP.NET web application called MasterPortal. After building the project, MasterPortal is run using conventional ASP.NET website hosting methods such as using IIS in on-premise environments, and Azure Web Apps in cloud environments.

The MasterPortal web application deployment is dependent upon schema (solutions) and data being installed in a Dynamics 365 instance. These components are downloaded from the Microsoft Download Center in the file MicrosoftDynamics365PortalsSolutions.exe. The components in this download have not been released under the MIT license and are not managed by the xRM Portals Community Edition project.

A full description of the deployment process is described in the file Self-hosted_Installation_Guide_for_Portals.pdf available for download on the Microsoft Download Center.

System Requirements

The following system requirements are additional to those listed in Self-hosted_Installation_Guide_for_Portals.pdf:

• .NET Framework 4.7 must be installed (download, system requirements).

• The website must be set to run in 64-bit mode:

  IIS Application Pool:

  

  Azure Web App:

  

• IIS 7.5 (Windows 7 or Windows Server 2008 R2) requires the installation of the IIS Application Initialization module. Use the x64 download link at the bottom of the page.

• TLS 1.2 needs to be enabled on older operating systems when connecting to Dynamics 365 CE Online 9.0. Refer to the Enable TLS 1.2 and 1.1 support on older operating systems wiki page for full instructions.

Support

There are two primary methods of obtaining support for this project:

1. Community-driven support is available by submitting issues to this GitHub project
2. Commercial support options are available from Adoxio

License

This project uses the MIT license.

Contributions

This project accepts community contributions through GitHub, following the inbound=outbound model as described in the GitHub Terms of Service:

Whenever you make a contribution to a repository containing notice of a license, you license your contribution under the same terms, and you agree that you have the right to license your contribution under those terms.

Please submit one pull request per issue so that we can easily identify and review the changes.