How to Configure and Customize Dynamics 365 Portal


After reading this post you will be able to do following:

  • Create a new Dynamics 365 portal.
  • Create Dynamics 365 portal user.
  • Add web roles to a portal user.
  • Add and publish a page on Dynamics 365 portal.

Prerequisite :

You must have subscription of Dynamics 365.

Create Portal Instance:

Click on “Navigate to other applications”

Go ToàAdminà Admin Centersà Click on Dynamics 365


Click on application tab:


Select Portal and click on manage.

  
Fill up all details as mentioned below:



Select "Portal Audience" and "Portal to be Deployed".



Click on "Submit" button then click accept on popup window then you will get below message:

Your screen will looks like as shown below once portal get installed:


You can browse portal by clicking on base portal url.

Login to portal:

Once you click on "Base Portal URL" then you have to register yourself to access portal:
Click on "Sign in" then click on "Register" tab.

New window will open as per below screen shot, now fill all information and click on update:



As per above screen shot, I have created a portal user. Now I can login with portal admin in Dynamics365 portal and create case, Please refer below screen shot:

What happened in CRM:

After configuring portal, you will notice that there is new tab added in ribbon of Dynamics 365.
New Tab name is "Portals":

Whatever user registered in portal will be a contact in CRM. All contact list is available in portals.

Create a new page:

Go ToàDynamics 365àPortalsàPortal Management
Now click on "Create Portal Content"

In below example, I am creating a page "View and Create account":

  
Click on "Create" button then a web page will get open. Save it and make changes if required.
Now you have to display this page on portal. For this, you have to give web role “Administrator” to one of your portal user.
To give web role follow below path:
GoToàPortalsàContactsàOpen a contact and give web role, Please see below screen shot for more details:

By Administrator role, This portal user will be able to update Dynamics365 portal.

Add a webpage on portal:

To add a page you must have "Administrator" web role or login on portal with a user that has "Administrator" Web role:
You will get admin menu on right side of portal:

For example: I want to add page link on primary navigation of Home page:
Page link name is "Create Account". Now I have to click on edit as shown in below screen shot:



You will get below window:

Click on + sign then you will get below window.


Now "Create Account" page link is in navigation:


You will be redirect to below page when you click on “Create account”. The same page we have created in Dynamics 365:

You can create multiple pages as per your requirement. Thanks

Cheers,
Dynamics365 Rocker

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