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Dynamics 365 templates

  • Grein

Dynamics 365 templates are available for your Power Pages sites in environments containing Dynamics 365 applications, including:

  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Marketing
  • Dynamics 365 Project Operations
  • Dynamics 365 Supply Chain Management
  • Dynamics 365 Intelligent Order Management

Important

Dynamics 365 templates are not available during the first run experience for site creation, but may be used for subsequent site creation.

Customer self-service

The customer self-service site gives customers access to self-service knowledge and support resources. Customers can also view the progress of their cases and provide feedback.

Customer self-service template landing page.

More information: Manage knowledge categories

Partner

The partner site template allows organizations with resellers, distributors, suppliers, or partners to have real-time access to every stage of shared activities.

Note

Field Service and Project Operations packages must be installed in your Dynamics 365 environment to enable respective options. For more information, see Integrate Project Service Automation and Integrate Field Service.

Partner template landing page.

Important

There's a limit of only one site for this type of template that can be created per Dynamics 365 environment.

More information:

Employee self-service

An employee self-service site creates an efficient and well-informed workforce by streamlining common tasks and empowering employees with a definitive source of knowledge.

Employee self-service template landing page.

Community

The community site template uses peer-to-peer interactions between customers and experts. Use this template to organically grow the catalog of available knowledge via knowledge base articles, forums, and blogs, and the feedback provided through comments and ratings.

Community template landing page.

More information:

Supply chain management customer site

The supply chain management customer site template lets you build externally facing business-to-business (B2B) websites for sales order processing. Your customers can create and view orders to the associated Dynamics 365 for Supply Chain Management environment. You can modify this template to represent the company's brand, add more functionality, and change the user experience.

Supply chain management template landing page.

Important

There's a limit of only one site for this type of template that can be created per Dynamics 365 environment.

More information:

Modern community

The modern community site template invites customers to provide suggestions, creating crowd sourced portfolios of outside-in ideas. Customers can collaborate on a social scale, rallying behind suggestions from others to shape the future of the products they use.

Modern community template landing page.

More information: Customer Service Community

Field service customer

The field service customer site template allows your customers to book new appointments, manage existing appointments, track their technician, and provide feedback.

Field Service template landing page.

This template provides your customers with automated service reminders and notifications that include estimated technician arrival times, so that customers can better plan for their time around service visits.

Important

There's a limit of only one site for this type of template that can be created per Dynamics 365 environment.

More information: Field Service customer site

Order returns

Note

This template is a preview offering.

This template integrates with the Dynamics 365 Intelligent Order Management application. Add this template to an existing customer website or use it to create a new site. Customers can return their orders, view the status of their return request, view return history, and monitor their refund status.

Order returns template landing page.

More information: Dynamics 365 Intelligent Order Management

Limitations

While using Power Pages design studio to customize Dynamics 365 templates, consider the following limitations.