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.
Provisioning
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.
New window/tab opens. Click on Applications and under Manage Application table, click on Portal Add-on.
Click Manage button.
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.
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.
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.
Now click on Instances, select an instance, and click Solutions on the right hand pane. Notice that the Community Portal solution is now 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 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.
Setup custom domains and SSL Bindings
Click on SETUP CUSTOM DOMAINS AND SSL to do just that.
Manage SSL Certificates
To upload custom SSL certificates, click on MANAGE SSL CERTIFICATES.
Manage Dynamics 365 Instance
Finally, to manage Dynamics 365 Instance, click MANAGE DYNAMICS 365 INSTANCE.
It’s time to check out our brand new portal.
Thank you for visiting Dyn365Apps.com.
Until next time…