web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Portal Testing
Microsoft Dynamics CRM (Archived)

Portal Testing

(0) ShareShare
ReportReport
Posted on by ArdantHammer 372

My company is looking at implementing a Dynamics CRM Portal. My understanding is we would need to purchase an additional portal license if we wanted to have a test instance and production instance. Is there any other option other then purchasing another portal license? 

We are considering creating a portal that would allow employees to create records within dynamics without having a full license. Does anyone know what the licensing schema is for internal users that use a portal? 

Any help would be appreciated. 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi,

    If you want to have a portal for both test and production you do need to have another license.

    The only other option is to use the Portals Download solution that is available by Microsoft As Is (which can be used for On-Premise and Online), but there is no support by Microsoft for that.

    You can get support from a Portal partner if you need. Also, it will not match exactly the Portals solution that you have installed in your Production environment, as this release will not get updates.

    www.microsoft.com/.../details.aspx

    The best option is to get the additional portal license.

    Regarding having users update internal data using the portal. You can create the users as contacts in crm, and have them login using non-AD accounts. As far as I know, they will not need a license for that, as they are logging in as site guests.

    You might not get information in your entities such as who modified these records, but your users will be able to create and make changes to the records via the portal.

    Hope this helps.

  • Verified answer
    Tino Rabe Profile Picture
    Tino Rabe 652 on at

    For licensing considerations, check out this post:

    community.dynamics.com/.../222742

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans