As you may know, Dynamics 365 has a Portal add-on to allow your customers or partners or employees to interact with your CRM instance directly from the web.
In my case I will be installing the Customer Self-Service Portal to enable customers to create Support Cases directly from the Portal.
The basic functionalities of the Customer Self-Service Portal are: “Knowledge Management” sharing, opening and consulting open Cases, Forum access, Contact Form.
In this post we will cover how to install the Portal and the Initial configuration of the portal once it’s installed.
Installing the Dynamics 365 CRM Portal Add-on
1) To begin the portal installation, you will need to open the Dynamics 365 Admin center. It can be accessed by connecting to “https://portal.office.com/AdminPortal“
2) You will then find on the bottom of the menu on the left, the link to the Dynamics 365 Admin Center.
3) Contrary to the past where you would select your instance, click on “Services” and then install the solution, Microsoft has implemented a new way to install some of it’s solutions it calls “Applications“.
We therefore need to click on the “Applications” Menu Item to be able to install the Portal Add-on as shown below.
4) This will lead you to the configuration page of the Portal Add-on where you will be able to select the instance you wish to link to, your portal URL (which you can link to a paid domain name later on).
Once you launch the deployment, the portal will take about 20-30 minutes to install. To make sure everything is installed properly, it’s best to access it by following Step 2 (see above) and clicking on the button which should now say “Manage”. You will then find the URL of the Portal.
I my particular case, the portal is not working to create cases as it throws an error. I will create a new post when I end up fixing said issue!
Hope it helps, don’t hesitate to leave a comment if you have any questions!