Overview of Dynamics 365 Portal October ’18 release – Part 2

Feature Release type Target release month
Restrict portal access by IP address General Availability October 2018

Restrict portal access by IP address

Security is a key concern for applications and it becomes more paramount for an external-facing application like Dynamics 365 Portal. As part of this release, we will add capabilities for customers to be able to restrict access to their portals from certain IP addresses. This will help organizations that are looking to restrict their portals from fixed locations like internal company networks. Also, this will help customers who are in a development phase and want to make sure their data doesn’t get leaked because of a bad configuration.

This feature would allow administrators to define a list of IP addresses that are allowed to access your portal. The allow list can include individual IP addresses or a range of IP addresses defined by a subnet mask. When a request to the portal is generated from any user, their IP address is evaluated against the allow list. If the IP address is not in the list, the portal replies with an HTTP 403 status code.


Feature Release type Target release month
Manage SharePoint documents General Availability October 2018

Manage SharePoint documents

This feature extends document management capabilities of Dynamics 365 applications to portals, providing a consistent experience and allowing customers to leverage their existing investments in SharePoint with Dynamics 365 for document management.

Documents associated with entity records can be managed by portal users as they are stored in a SharePoint document library, thus also enabling businesses to leverage the seamless collaboration capabilities offered natively by SharePoint.

SharePoint Online document libraries configured with entities in Dynamics 365 can be surfaced via portal entity and web forms. This allows portal users to perform the following actions:

Add documents

View and download documents

Create folder

Delete document

Quick steps

Configuring document list on entity forms

Configuring permissions on document list

A permissions-based model allows controlling these actions on files and folders for specific customer scenarios.

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