AXUG Session: Dynamics Portal Security and Management


Hear from Blue Horseshoe at User Group Summit North America this October! Jonathan Hoffman will be discussing how to manage your Dynamics Portal and setup security. 


Dynamics Portal Security Setup & Management 

Wednesday, October 16 from 2:00 PM – 3:00 PM

This session will dive into setting up and managing Dynamics Portal Security. Including discussion around the difference between entity permissions, web page permissions, and content access levels.


  • understand how to enable and disable access to Administrative settings on portal web pages
  • understand differences between various portal security settings
  • update Create, Read, and Update permissions for portal users

Meet the Speaker

Hoffman, Johnathan


Jonathan Hoffman 

CRM Consultant
Blue Horseshoe Solutions


Jonathan Hoffman is a D365 CE Consultant for Blue Horseshoe Solutions and specializes in building advanced workflow automation using out of the box CRM capabilities. Jonathan’s  experience as a Business Analyst and CRM Administrator allow him to provide quality designs and enhance his CRM support capabilities. In addition to his civilian career, Jonathan has served in the US Army and Army Reserves as a Human Resources Specialist since 2003.

About the Summit

From Dynamics 365, AX, and CRM to Power BI, Power Apps, and Microsoft Flow, User Group Summit North America is your go-to conference to gain information and find the solutions you need to meet your business goals. Attend sessions to learn how to maximize your Microsoft software performance, hear tips from the pros, and walk away with a better understanding of how to transform your business. Blue Horseshoe’s supply chain experts will be at booth #1201 ready to answer questions.

When: October 15-18, 2019
Where: Orlando, Florida 
Cost: Use our promo code to get 10% off the registration fee!



Mike spent the last 24 years of his career connecting people with solutions that can change their business. He focuses on developing and expanding relationships in the Microsoft, NetSuite, and Boomi ecosystem by helping partners and customers find the right industry solutions. This problem-first approach helped Blue Horseshoe grow to become one of the leading supply chain partners.

Learn How Others Have Improved Their Supply Chain Operations With Blue Horseshoe

Blue Horseshoe, part of Accenture, presenting at Modex 2022

Read More

Microsoft Extended Support for Dynamics AX 2012 R3: What's Next?

Read More

Supply Chain in the Spotlight at SuiteWorld

Read More