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customer self service site address

Microsoft Dynamics CRM Forum

bar asked a question on 12 Feb 2019 3:36 AM

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Hey all.

I try to set my customer self service portal i just install it from the solution center but i would like to know how do i know the address to give the customer?

how can i get in the portal to see what to users will see?

I am only want to make a portal so customers can give us cases in a web way..

if any one have a guide or something that i can learn abut it from the beginner level it wold be grate 

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Oliver Rodrigues responded on 12 Feb 2019 4:01 AM
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you can share the same URL you are using to access the portal <your portal name>.microsoftcrmportals.com (this is the portal URL)

in the admin center you can also setup custom domain etc

for more information:

docs.microsoft.com/.../change-base-url

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bar responded on 12 Feb 2019 4:15 AM

it didnt work lets see if i get it .

my current dynamic is

Bar-CRM.crm4.dynamics.com this is my portal that i work on and use.

to enter the portal i change it to

Bar-CRM.microsoftcrmportals.com?

or Bar-CRM.crm4.microsoftcrmportals.com?

i try this 2 combination but didnt work for me

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Oliver Rodrigues responded on 12 Feb 2019 4:32 AM
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hello Bar.. "Bar-CRM.crm4.dynamics.com" is actually your CRM URL not your Portals URL.. when you say "customer self service portal" we understand you provisioned a D365 Online Portals for Customer Service: docs.microsoft.com/.../provision-portal

is that the case? or are you only talking about CRM?

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bar responded on 12 Feb 2019 8:16 AM

Ok so i have a D365 online partner.

i have a CRM but i also install the self service costumer portal solution but i dont know how to acsses this portal by a user view i only get in the portal mange and edit stuff but cant get to the portal itself

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Oliver Rodrigues responded on 12 Feb 2019 8:41 AM
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try to access this URL: https://port.crm4.dynamics.com/G/Applications/Index.aspx (you need to have admin privileges in Office 365)

this will redirect you to your CRM Admin Center.. if you can't access the URL, open https://portal.office.com and navigate to Admin --> then Admin Center --> Dynamics 365 --> in D365 Admin Center, click Applications you should be able to find your Portal application with the Status of "Configured"

Click manage and you will find information on your portal

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Aric Levin responded on 12 Feb 2019 10:41 AM
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Oliver's answer should allow you to get that information.

If for any reason you don't have access to admin portal, you can also get the portal url by going to Portals -> Web Site Bindings, and look at the value in the Site Name. This should be the Url of your of your Portal.

Hope this helps.

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Oliver Rodrigues responded on 12 Feb 2019 4:01 AM
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Suggested Answer

you can share the same URL you are using to access the portal <your portal name>.microsoftcrmportals.com (this is the portal URL)

in the admin center you can also setup custom domain etc

for more information:

docs.microsoft.com/.../change-base-url

Reply
Oliver Rodrigues responded on 12 Feb 2019 4:32 AM
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Suggested Answer

hello Bar.. "Bar-CRM.crm4.dynamics.com" is actually your CRM URL not your Portals URL.. when you say "customer self service portal" we understand you provisioned a D365 Online Portals for Customer Service: docs.microsoft.com/.../provision-portal

is that the case? or are you only talking about CRM?

Reply
Oliver Rodrigues responded on 12 Feb 2019 8:41 AM
My Badges
Suggested Answer

try to access this URL: https://port.crm4.dynamics.com/G/Applications/Index.aspx (you need to have admin privileges in Office 365)

this will redirect you to your CRM Admin Center.. if you can't access the URL, open https://portal.office.com and navigate to Admin --> then Admin Center --> Dynamics 365 --> in D365 Admin Center, click Applications you should be able to find your Portal application with the Status of "Configured"

Click manage and you will find information on your portal

Reply
Aric Levin responded on 12 Feb 2019 10:41 AM
Suggested Answer

Oliver's answer should allow you to get that information.

If for any reason you don't have access to admin portal, you can also get the portal url by going to Portals -> Web Site Bindings, and look at the value in the Site Name. This should be the Url of your of your Portal.

Hope this helps.

Reply

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