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Provisioning Dynamics 365 Portals (aka CRM Portals formerly known as Adxstudio) is quite a simple process.  In this article, I will detail step by step process to provision Dynamics 365 Portal.


If you are evaluating Dynamics 365 (CRM) and Dynamics 365 Portals, first step is to sign up for a Dynamics 365 trial environment.  This process only takes few minutes.

Dynamics 365 Enterprise Plan 1 – Trial

Once you have the Dynamics 365 (CRM) is provisioned, you can start provisioning the Dynamics 365 Portals.

Step 1: Enable Dynamics 365 Portals

Navigate to Office 365 Admin Portal – https://portal.office.com/adminportal/home

Under Admin Centers, click CRM.

Open Dynamics 365 Administration Center
Open Dynamics 365 Administration Center

New window/tab opens.  Click on Applications and under Manage Application table, click on Portal Add-on.

Click Manage button.

Dynamics 365 Administration Center - Portal Add-on
Dynamics 365 Administration Center – Portal Add-on

Again, another window/tab opens.  Configure the Portal.  Enter a name and Portal URL. Select Dynamics 365 Instance, Portal Language,  and Portal Administrator.

Select one of below options under Portal Audience.

  • Partner
  • Customer
  • Employee

Select one of the below option under Portal to be deployed.  This setting will install the appropriate Portal solution.

  • Customer Self-Service Portal
  • Custom Portal
  • Community Portal

Click Submit.

Configure Your Portal
Configure Your Portal

You will be asked to login again and accept to provide certain permissions to access Dynamics 365 (CRM) and Office 365 data.

Click Accept.

Portal requires below permissions:

  • Read directory data – Allows the app to read data in your organization’s directory, such as users, groups and apps, without a signed-in user.
  • Enable sign-on and read users’ profiles – Allow users to sign in to the application with their organizational accounts and let the application read the profiles of signed-in users, such as their email address and contact information.
Login and confirm permissions
Login and confirm permissions

Portal is now getting provisioned.  This may take 15 – 60 mins.  Time for a coffee…

Step 2: Validating Provisioning of the Portal

Let’s check to see if the Portal Add-on is enabled and solution is installed correctly.

Dynamics 365 Administration Center

Navigate to Dynamics 365 Administration Center.

Click on Applications.  As you can see below, the portal add-on is enabled.

Dynamics 365 Administration Center - Applications - Portal Add-on Enabled
Dynamics 365 Administration Center – Applications – Portal Add-on Enabled

Now click on Instances, select an instance, and click Solutions on the right hand pane.  Notice that the Community Portal solution is now installed.

Dynamics 365 Administration Center - Community Portal Installed
Dynamics 365 Administration Center – Community Portal Installed

Managing the Portal

If you need to manage the Portal, navigate to Applications in Dynamics 365 Administration Center, select the Portal Application and click Manage on the right pane.  A new window/tab opens.

Portal Actions

From this Portal Administration site, you can perform following actions;

  • Add a custom domain name to the portal
  • Restart the portal
  • Update Dynamics 365 URL
  • Install Project Service Automation extensions (Partner Portal Only)
  • Install Field Service extensions (Partner Portal Only)
  • Get the Public Key of the Portal
Portal Actions
Portal Actions

Portal Details

To view Portal details, click on the PORTAL DETAILS link from left pane.  You can see the URL of the Portal and you can also turn On and Off the Portal.

Portal Details
Portal Details

Setup custom domains and SSL Bindings

Click on SETUP CUSTOM DOMAINS AND SSL to do just that.

Setup custom domains and ssl
Setup custom domains and SSL bindings

Manage SSL Certificates

To upload custom SSL certificates, click on MANAGE SSL CERTIFICATES.

Upload SSL Certificate
Upload SSL Certificate

Manage Dynamics 365 Instance

Finally, to manage Dynamics 365 Instance, click MANAGE DYNAMICS 365 INSTANCE.

Manage Dynamics 365 Instance
Manage Dynamics 365 Instance

It’s time to check out our brand new portal.

The Portal
The Portal

Thank you for visiting Dyn365Apps.com.

Until next time…

Provisioning Dynamics 365 Portal

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