Hi,
I have created self service portal using my stage instance, How to access the portal as admin its not allowing me to login to backend,
How to customize the portal?
Is there any best practices or methods to create maintain customer service portal.
Please suggest
Thanks,
Rafi
Hi Rafimd786,
For your create maintain customer services portal and access this portal,This Article is useful to you
and this for your referance
Hi
As mentioned above, like CRM, portals also work based on web role. The easiest options would be to register yourself on the portal and then within CRM assign your contact administrator role. You will then get the admin privledges to perform more customization & configuration.
Hope this helps.
Hi Partner,
In order for your User account to configure the Portal you will need to assign the Administrators Web Role for the corresponding Portal Contact record.
The following article has the step by step details to help you maintain self service portal.
community.dynamics.com/.../step-by-step-guide-to-setting-up-your-dynamics-365-portal-trial
Similar solution to associate a Web Role (e.g. "Administrators" or "Authenticated Users") to that CRM contact for Portal maintain
https://community.dynamics.com/crm/f/117/t/263575
For your reference.
Regards
Johnny
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