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Microsoft Dynamics 365 | Integration, Dataverse...
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Portal Question - Do you typically have a DEV version of your Portal as well as the Production

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Posted on by 502

I am looking into portals because we have to switch to using one for our distributor partners next year. Today they sign in directly with Azure B2B accounts, but the licensing details are changing and we have to shift to a portal.

As part of that shift, I have so many questions. one of them is - it appears that unless you convert a portal to "Production", it goes away after 30 days.  How do people do development on portals?  In my world, we have two sandbox Dynamics 365 environments and one production. We do our development & testing in the lower environments and migrate solutions up to production.  I imagined portal development lifecycle to work the same way.  

I know some companies do everything on production which just doesn't fly where I work.  One of the dynamics consultants we hired initially (back in 2015) advised us just to have a Prod environment because, according to them, nothing showed up in Prod until you "published" the solution.  However, that is a) patently false and b) very risky since it doesn't allow for testing.  Spoiler alert - we fired them.

any tips anyone has about how to set up a good portal development lifecycle are welcome.

I have the same question (0)
  • Verified answer
    Shlesh Profile Picture
    Microsoft Employee on at

    Hello,

    Yes, it is correct that all new portals expire in 30 days unless they are converted to production. What you can do is create one portal in each of your 3 environments and use them as dev, test, and prod. Converting all those portals to production will be necessary to keep them past 30 days but you can set the portal development status so you can distinguish between them.

    Note: A trial portal is just so you can check out the features with the portal for 30 days. It is not for development purposes.

  • Pankaj Gogoi Profile Picture
    3,177 on at

    Hi Shannon,

    A portal is always created as a trial. A trial portal, which expires after 30 days, is useful for trying out its capabilities at no cost. After it expires, the portal is suspended and shut down. Seven days after it's suspended, the trial portal is deleted.

    https://docs.microsoft.com/en-us/powerapps/maker/portals/faq#im-getting-an-error-that-only-one-portal-can-be-created

    https://docs.microsoft.com/en-us/powerapps/maker/portals/admin/portal-lifecycle

    Hope this helps

    Best Regards

    PG

  • ShannonCRM Profile Picture
    502 on at

    How is the migration process between them? Is it as easy as it is on dynamics, moving a solution?

  • Suggested answer
    Shlesh Profile Picture
    Microsoft Employee on at

    There is a tool you can use to migrate your portal configuration between envionrments. The tool itself is very easy to use and you can customize what you would like to move between the portals.

    docs.microsoft.com/.../migrate-portal-configuration

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