Learn how to configure portals and customize Dynamics 365.
Dynamics 365 portal provides strong customization options to:
- Configure site settings for portals to modify the behavior.
- Add dynamics contents to pages and create a wide verity of custom templates.
- Associate an authenticate portal user with either a Dynamics 365 contact or system user.
- Define entity forms and custom logic within the Dynamics 365 portal and so on.
So lets start how to configure
Dynamics 365 portal.
Login to your Dynamics 365 instance and click on the Navigation Menu and then click on Admin.
Expend the
Navigation Menu, Expend Admin Centers and then click on Dynamics 365.
It will
navigate you to the instances page where all the instances are available,
Select your instance and click on Solution icon.
After
clicking on Icon you will be navigated to the Application tab where you will
see different applications and their status. Select on Portal Add-On and then
click Manage.
After clicking on Manage it will navigate you to the Portal Details where you can Configure Your Portal.
In the above image we saw a heading
with title “Portal Audience”, I will
briefly describe this that what does it mean?
·
Partner: Outside vendors, Distributors.
· Customers: Direct users like contacts, accounts.
·
Employee: Specific people, user license required.
Select the Audience according to your
need, here I am selecting Customers.
Another heading that we saw is ”Select Portal to be deployed”, I will
also briefly describe this that what does it mean?
·
Dynamics
365 Portal – Community Portal: in
this type of portal we can manage Forums, surveys, blogs and ideas etc.
·
Dynamics
365 Portal – Customer Self-Service Portal: Allow
audience to perform task, manage their blogs and perform other activities.
·
Dynamics
365 Portal – Custom Portal: It comes
empty there is nothing in this portal but you can customize it for your own
need.
Select the portal to be deployed, here
I am selecting Customer Self-Service Portal.
After
submitting the portal details a popup will display for accepting the terms and
conditions.
After
accepting the terms and conditions it will navigate you to the portal details
page where it will show you the request id. Click on here
after some time or close this window. If you click on here then it will show you the below window.
Refresh
your browser after some time, you will see that your portal has configured.
Select your portal and then click on manage, there it will show you the details
of your portal.
Go to the
Instances and click, there you will see that your portal is installing. Wait
for the installation, when the installation complete, copy your base portal URL
and browse it in a browser.
And there
we go, finally you configured your portal.
You are all Set!
Comment below if you have any questions or share it with
others if you found this useful!
