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Microsoft Dynamics CRM (Archived)

How to install Microsoft Dynamics 365 Portals (from Source Code) ?

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Hello guys!

I'm using Microsoft Dynamics 365 (Version 1612 On-premise). Now I want to install portal for Customers. I want to use Microsoft portals and I've downloaded source code from here  https://www.microsoft.com/en-us/download/details.aspx?id=55789

I've installed earlier on my CRM other solutions like Ribbon Workbench etc. The way I've installed that is that I've downloaded Managed solution (.zip file) and installed on my CRM.

But now with this portal I'm totally confused! In the solution that I've downloaded there are hundreds of .zip files!

I don't know what I'm supposed to install. I was thinking of installing files like CustomerService.zip or MicrosoftCrmPortalBase.zip, but it's pure guessing. Do I supposed to install all files or just one file?

Can somebody help me or put a link for instruction? I couldn't find any instruction.

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  • Suggested answer
    jestuder Profile Picture
    158 on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    The "on-premise' solution for CRM Portals is not supported by Microsoft.  This means you won't be able to get a licensing key for it.  It was a one time release of source code.  It is recommended that you go to the CRM Portals online.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    There is a pdf in the download link that you posted called Self-hosted installation guide for portals.

    Follow the instructions on that pdf, and you will be able to install it.

    There are two setup applications. One is the installation of the solution that go inside of CRM, and the other is the actual web site solution (portals source code).

    As James mentioned, this is not supported from Microsoft, although there are partners out there that will provide support for Portals (On-Premise).

    Hope this helps.

  • Suggested answer
    Ak Negi Profile Picture
    320 on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    Hi..

    follow steps to install portal

    Import portal package into Dynamics 365 A portal package consists of the Dynamics 365 solution schema and data. The name of the files containing portal source are:

    1) MicrosoftDynamics365PortalsSource.exe: Use this file to deploy Portals to IIS or Azure. •

    2) MicrosoftDynamics365PortalsSolutions.exe: Use this file to deploy Portals to Dynamics 365.

    You must also download Dynamics 365 SDK to get the Package Deployer tool to import portal packages into the Dynamics 365 environment.

    Register Dynamics 365 SDK cmdlets

    Note: Registering the Dynamics 365 SDK cmdlets in one-time activity that must be performed on a computer.

    1. Download the Dynamics 365 SDK package from Microsoft Download Center.

    2. Run the executable file (.msi) to extract the content of the package. Let’s assume you extracted the package to C:\Dynamics365 folder on your computer. The Package Deployer tool and the other required files become available at the following location: C:\Dynamics365\SDK\Tools\PackageDeployer

    3) Follow the below steps to register the SDK’s PowerShell cmdlets:

    a. Start Windows PowerShell with elevated privileges (run as administrator).

    b. Navigate to the PowerShell folder under the PackageDeployer folder. cd C:\Dynamics365\SDK\Tools\PackageDeployer\PowerShell

    c. Run the RegisterXRMTooling.ps1 script to register the Package Deployer Windows PowerShell assembly (.dll), and install the Windows PowerShell snap-in for the Package Deployer tool. .\RegisterXRMTooling.ps1

    Note: If you are unable to run the script, check your script execution policy by running the following command: get-executionpolicy If the script execution policy is set to restricted, elevate it by running the following command: set-executionpolicy unrestricted

    Run Portals import script

    The portals solution distribution includes the following PowerShell scripts in the Portals\PackageDeployerPackages folder:

    • Import.ps1: Prompts you to select a package to import, specify Dynamics 365 environment details, and then runs the ImportPackage.ps1 script to import the portal package into the Dynamics 365.

    • ImportPackage.ps1: Takes the selected package and Dynamics 365 parameters, and then executes the SDK’s Import-CrmPackage PowerShell cmdlet to import the package into Dynamics 365.

    Caution: Please be aware that this package contains a specific version of the portal solution files that were current at the time of release. The portal source code has only been tested to function on this specific version of the solution files. Please ensure that you do not upgrade your portal solutions through the Dynamics 365 Administration Center or have them upgraded by installing a new portal via the Dynamics 365 Administration Center as that will upgrade your solutions to a version that has not been tested with this version of your portal host. There is no guarantee that future versions of the portal solutions will be backwards compatible with older portal source code. There is no mechanism to roll back solution versions outside of completely uninstalling them and reinstalling them which will result in data deletion. No support will be given to customers to restore operation of their portals deployed from this package resulting from an upgrade of the portal solutions to newer versions. The only remedy would be for customers to make appropriate modifications to the portal source code to be compatible with the new solution files and to redeploy the portal. There is no plan for us to provide an update to the portal source code or the technical information required to be compatible with future versions

    1. Run the MicrosoftDynamics365PortalsSolutions.exe file to extract the content. Let’s assume you extracted the content to C:\MicrosoftDynamics365.

    2. Navigate to the PackageDeployerPackages folder under the Portals folder. cd C:\MicrosoftDynamics365\Portals\Solutions\PackageDeployerPackages

    3. Run the Import.ps1 script to start the package deployment. .\Import.ps1

    The CRM connection type options are displayed

    4. Enter one of the following: a. P for on-premise b. O for Office 365

    5. Specify values for the following and press Enter after each value:

    a. Specify server URL: Server URL where Dynamics 365 (on-premises) is installed. For example, https://mycrmserver:portnumber. This option is displayed only if you press P.

    b. Specify Organization Name: Unique organization name of Dynamics 365.

    c. Specify Language Locale ID (LCID): Locale ID to be used or leave it blank to use 1033 for English by default. d. Select a package to import: Press the appropriate number to import the package.

        

    6. Enter your Dynamics 365 administrator credentials. On successful authentication, the package is imported into Dynamics 365 else an error message is displayed.

    Thanks

    Arun Singh Negi

  • Community Member Profile Picture
    on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    Thanks a lot! I've successfully installed Customers Portal into my CRM.

    Is that all that I should do? Acctually, is there a URL address that's generated now for customers to approach portal, and if so, where can I find it?

    Or I need to publish web application on IIS anyway?

  • Suggested answer
    Ak Negi Profile Picture
    320 on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    No  url generated for portal after installing ..you have to  host your web application on iis

    Hope this helps. If suggestion resolved your query Mark it as Answered/verified to close the thread

    Thanks

    Arun Singh Negi

  • Suggested answer
    Syed Ibrahim Profile Picture
    6,257 on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    You can your own url for the portal just like normal application hosting on your iis server. Once hosted you can define your own DNA name (Name of your portal) which you would like to search from Google or any search engines.

    Hope this helps. If suggestion resolved your query Mark it as Answered/verified to close the thread

  • Suggested answer
    Syed Ibrahim Profile Picture
    6,257 on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    You can your own url for the portal just like normal web application hosting on your iis server. Once hosted you can define your own DNA name (Name of your portal) which you would like to search from Google or any search engines.

    Hope this helps. If suggestion resolved your query Mark it as Answered/verified to close the thread

  • Community Member Profile Picture
    on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    Hello to everyone again! :-)

    I've published MasterPortal application on my IIS (using instructions). When I run it, it gives me an error:

    No active websites found. Install a website data package to continue.

     

    Problem-pristup-portalu.png

     

  • Suggested answer
    jestuder Profile Picture
    158 on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    Did you import the solution files in CRM?  Also you need to create a website in CRM by going to system then websites and adding a new record.

  • Suggested answer
    Ak Negi Profile Picture
    320 on at
    RE: How to install Microsoft Dynamics 365 Portals (from Source Code) ?

    Hi

    please check portal installed successfully or not.

    Check website  record exist in website entity in dynamic crm.

    Thanks

    Arun singh Negi

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