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Community site session details

Community site session details

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How to Setup Dynamics 365 Portals in CRM Online and Online Trial.

gdas Profile Picture gdas 50,091 Moderator

Step 1:  If you do not have dynamics 365 online , Click here to get dynamics 365 online trial-Sign Up Dynamics 365

Step 2: Login to Dynamics 365 and click  Apps icon highlighted below .

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Step 3. Click on Admin, which will bring you to Admin Center of dynamics 365.

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Step 4: In the left hand side panel, Under  “Admin Centers” click on “Dynamics 365” which will redirect Dynamics 365 Administration Center.

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Step 5:  Click on  APPLICATIONS tab.

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Step 6: Under Application you will find many applications , select “Portal Add On”  and then click on “Manage”

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Step 7: Provide Name of your portal and URL which you want browse.

Select Dynamics 365 instance , here I have choose “Home” which is my Dynamics CRM instance .

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Step 8: Once you select dynamics 365 instance it will load some additional information to fill.

  1. Select Portal Audience – Here I have chosen Customer Portal
  2. Select Portal to be deployed – Custom Portal7

Step 9: Click on Submit, it will popup you terms and conditions , click on  Accept .

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Step 10: Your portal request has been  submitted. It will take sometime .You can see below screenshot you will have a link “click here” and it will show you the current status of your portal setup.

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Ste 11: You will see the blow status of your  portal request. Wait for few minutes and after that refresh the page.

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Step 12: Refresh after few minutes , once portal is ready you will find URL and browse your portal.Have a look the URL.

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Step 13: Browse your portal –

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dynamics365portal

Hope this helps 

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