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README.md

xRM Portals Community Edition

xRM Portals Community Edition is a fork of the open source release of Portal Capabilities for Microsoft Dynamics 365 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 this supported version of portals, and that provides a migration path to Microsoft's hosted offering of Portal Capabilities for Microsoft Dynamics 365.

This version is locked to the features as of the 8.3 version of code that Microsoft released. Maintaining feature parity with Microsoft's version is not an objective for this project, and new features that Microsoft adds to the online version are not going to be implemented in this project. At present, changes are focused on bug fixes and general supportability.

New portal implementations should use Microsoft's software as a service version. This project is primarily intended for those who are already using Adxstudio Portals and want to perform the relatively smaller efforts needed to use this supported project while taking more time to migrate their existing applications to Portal Capabilities for Microsoft Dynamics 365.

Using Microsoft's online version should be the primary goal of existing and new users, and using this version is primarily intended for those with special circumstances where they need to stay on premise for a longer time period while preparing to move online. We understand that there will be varying reasons to use this version, but Microsoft's offering is the recommended long term solution that we recommend.

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:

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.