Content Gate – Foundation | Axtension | on-demand course

Overview

This training material provides a comprehensive overview of Axtension® Content Gate, a powerful extension for Microsoft Dynamics 365 designed to enhance content management, collaboration, and compliance across organizations. The content guides learners through every major aspect of the solution, beginning with its business value and integration capabilities, and progressing to practical end-user tasks and administrative configuration.

Participants will learn how to navigate the Content Gate interface, add and manage documents, customize personal settings, and work within the content gallery. Administrators are guided through setup and configuration tasks, including storage connectors, user and group management, business entity modeling, view creation, and content item templates. Special attention is given to permissions, metadata management, and automating notifications and content rules.

The course also covers how to import and export configurations, enabling scalability and streamlined setup across environments. By the end of the training, users and administrators alike will be equipped with the knowledge to fully leverage Content Gate for efficient, centralized document management tightly integrated with Dynamics 365 and the Microsoft Power Platform.

Learning Objective

By the end of the training, learners will be able to:

1. Understand the core benefits, functionalities, and added value of using Axtension® Content Gate with Dynamics 365.
2. Navigate the Content Gate interface, including embedded and full-screen modes, and access relevant content per record.
3. Add, categorize, and manage content files and URLs using appropriate upload methods and metadata.
4. Utilize the content gallery to preview, filter, and update documents with new versions.
5. Configure personal settings such as language, date format, and view preferences.
6. Set up Content Gate configurations, including general settings, environment types, licenses, and data logging.
7. Manage users and groups by assigning licenses, roles, and permissions within the Content Gate environment.
8. Configure storage connectors for Azure Blob or SharePoint Online and define default storage rules.
9. Import and export Content Gate configurations and resolve import conflicts using structured wizards.
10. Customize and manage content item templates, properties, views, and business entities for optimal integration with business processes.

Summary

• Content Gate enhances Dynamics 365 by enabling secure, structured, and centralized content management with support for Azure and SharePoint storage.
• Users can access Content Gate from within D365 records, either in embedded dialogues or full-screen view, to interact with all related content.
• Content uploading is flexible, supporting drag-and-drop, file and URL uploads, document categorization, and metadata entry.
• The gallery view allows filtering, searching, previewing, and updating documents, including version management and metadata editing.
• Personalization options let users set preferred languages and date formats, tailored to their browser or override preferences.
• Configuration settings allow admins to manage environments (sandbox/production), licenses, service accounts, and preview caching.
• User management includes adding users, assigning licenses, and organizing them into groups for efficient permission control.
• Storage connectors to Azure Blob and SharePoint Online can be customized with category-based rules to manage file storage logic.
• Import/export features enable backup and transfer of configuration with Full, Incremental, and Add-Only options, plus conflict resolution tools.
• Content templates and views empower admins to define reusable document structures, user permissions, and tailored display rules for records.