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I am looking at extracting data from dynamics sales to be able to share ongoing and transacted deals with clients. Is this something I can easily do?
It is easy to configure, and you can consume specific records. Here you can find how to set it up:
(+) How to Setup Microsoft Dynamics CRM Portal - Microsoft Dynamics CRM Community
If this was helpful, please check it as verified to help others finding useful information.
Welcome to this amazing community.
You can create power apps portal which is quite easy to create a basic portal. here are the links for your easy reference
To provision a PowerApps Portal refer below links for step by step configuration:https://www.crmjetty.com/how-to-dynamics365-powerapps-portal/
I hope it helps,
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Steps:1.Sign in to Power Apps https://make.powerapps.com2.Under Apps,Click On New App Select the Option Portal
3.Next Window will Open Portal From Blank, Fill The Details Like Name ,Address and Choice the Language as per your Choice
4.Click On Create Button5.Once the provisioning request is successfully placed, the following notifications are displayed in the Notification pane.
6.This Next Notification is Shown for provisioning successfully completed.
7.In that few step Customer Portal is Ready now You Can Sign In By Creating your credentials in it.
Hope this helps .
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