Dynamics 365 Portals Administration FAQ - I

HUninstallation-Order.png"margin-left:60px;"> To get started with Portal-Add On configuration please log in to https://portal.office.com as Office 365 Administration Center.

1. 1. 1. Go to the CRM Online Admin center and then click the Applications tab.
      2. Select the application row titled Portal Add-On, and then click Manage.
      3. In the General Settings section, enter a Name for your portal.
      4. In the Portal URL field, enter the subdomain name you want for your portal.
      5. Use the CRM Instance drop-down list to choose which CRM instance you want to link the portal to.
      6. Choose the default language for your portal from the Select Portal Language drop-down list. The available languages will depend on the languages that are installed in your CRM instance.
      7. In the Select Portal Administrator drop-down list, select the CRM user who will configure, customize, and maintain the portal.
      8. In the Portal Audience section, choose the type of audience who will visit the new portal. You can choose:
         1. Partner
         2. Customer
         3. Employee
         4. Custom
      9. In the Select portal to be deployed section, choose what type of portal you want to create. The options you see are based on the audience you selected.
      10. Click Submit and accept the Terms of Service.

2)      I have Dynamics CRM 2016 instance and I do not see Portal-Add on available. How can I subscribe or use a 30-day Trial?  I

As announced in this blog article on Friday, we are no longer offering managed trials for portals. If you are looking for a trial, please visit our 30-day Dynamics 365 trial sign-up form.  All available Enterprise Edition plans (trial and production) include one free Portal Add-on subscription.

3)      What are the minimum permissions required for configuring my portal add-on?  

There are key permissions required for you to provision a portal. You must be following

• • •   Office 365 Administrator
    •   Dynamics 365 System Administrator

4)      I have multiple Dynamics 365 instances in same subscription or a tenant. I would like to provision multiple Portal Add-ons. How can I do that?

    Each Dynamics 365 Enterprise subscription gives you a free Portals License. If you would like to configure or add more Portal Add-Ons, please subscribe to for an additional license

5)      When will my portal finish configure?

    Once the portal provisioning job has been submitted. You will see a message saying, “Provisioning is progress”.  During this time, the portal center will be installing many portal managed solutions into selected Dynamics instance. These are queue jobs can take up 4-6 hours depending upon the requests and size of solutions. To see the list of solutions installed with every portal, see this image.

6)      My portal has been in configuring state and not moving forward. I am seeing this message over 24 hours now. What can I do about it?

         If you are seeing delays in configuration and the message is still available past 24 hours. Please contact Microsoft Support.

7)      I’ve successfully configured my portal instance, but I realized that I’ve provided the incorrect address for my portals. How can I change that?              Once you’ve configured your portal URL this cannot be changed.

Information current as of Monday, May 15, 2017