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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Accessing Power Apps P...
Customer experience | Sales, Customer Insights,...
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Accessing Power Apps Portal

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Posted on by Steven O'Neill 575

Hi guys

We've recently installed the D365 for Marketing app into our Instance and we have this up and running quite nicely from an emailing/Customer Journey PoV (although we do still have a few things we are working on here). We've been using D365 Sales for a number of years and have a Portal provisioned against this (using the old licencing model so not the new Power Apps Portals login model).

As part of the D365 Marketing install, we also provisioned a Portal for this (I'm curious if we actually need to do this as perhaps we could run everything under the original Portal we provisioned...hopefully someone could answer that one for me about how difficult it would be to add all the necessary pieces for the Marketing elements to work under a Community Portal).

This newly provisioned Portal appears to work under the Power Apps Portals login licencing model (we don't get a message about licencing at the top of the Portal Admin screen for this Portal but we do on the other Portal). We are currently using the Base Portal URL for this new Portal (we've not added our own Custom Portal URL for it yet). We can browse to the Portal no problems but we cannot seem to log into this Portal.

My question is this - do we need to purchase the Power Apps Portals login capacity add-on even to allow admins to sign onto the Portal? We've never used a Portal with this licencing model and I had assumed that you'd be able to sign on as the admin accounts (without touching the 100 daily logins in the licence). If not, anyone got any ideas what I may be missing here? I did add the Authenticated User and the Administrators Web Roles to the record I'm attempting to use to sign in but to no avail.

Any thoughts and ideas appreciated as always.

Steven

I have the same question (0)
  • Steven O'Neill Profile Picture
    Steven O'Neill 575 on at
    RE: Accessing Power Apps Portal

    Hi Peter

    Thanx for the response and apologies for the delay in getting back to you.

    Yes, the client has the Customer Engagement Plan licence at present (10 licences) and we have been using the Portal under this licence for quite some time now. The client decided they wanted to use the Marketing element that was available to them as they have 10 licences so we've implemented this now and decided to create a further Portal to allow the Marketing elements to be published.

    I think we've answered the licencing issue now - the new Portal (for the Marketing side) falls under the Power Portal licence model.

    As for editing the Portal, I noticed that we could use the make.powerapps.com areas as suggested. Does this mean that even if we sign on to the Portal as a Portal Admin we cannot edit the Portal in situ like we could with the Portal we have tied to the Customer Engagement Plan? We can sign onto this Portal as a Portal Admin and edit in place. However, what I have noticed with the Marketing Portal is that it's essentially wrapped up in JavaScript files and is not editable in the same way. I think if we wish to edit this Marketing Portal then we can amend the CSS but if we want to change anything fundamental within it we actually need to download the Portal locally, make our amendments and then overwrite the online version with our local version (seems a bit of a palaver but I understand why this would be the case).

    Thanx again for all the advice

    Steven

  • Peter A Clements Profile Picture
    Peter A Clements 262 on at
    RE: Accessing Power Apps Portal

    Hi Steven. Which D365 licence do you currently have - you may have Customer Engagement Plan which I believe currently still supports the old licence plan for 1 portal. However, I think your new Portal wouldn't be supported by that - but you should get it under a trial status for 30d. What are you trying to do by logging in via the Admin user? If it's making changes then you can do that by editing the App from make.powerapps.com

    Peter.

  • Steven O'Neill Profile Picture
    Steven O'Neill 575 on at
    RE: Accessing Power Apps Portal

    Hi Mike

    Thanx for the reply. Sorry I'll try and explain a bit better what I'm talking about here.

    We've just started to play with the Marketing Portal and would be looking to expose the likes of the Upcoming Events, Registering for an Event and accessing the My Registrations screens (having everything under one Portal makes more sense to me and since we've already developed a Community Portal previously for this Instance it makes sense to me to expose the Marketing/Events data via the existing route as well). I see this as more a longer term piece of work but I was curious if others had attempted to expose the forms, etc. for Marketing/Events via another Portal and not just the Marketing one.

    Logging onto the Portal
    The Admins question was more around a link I came across previously - but I think I've found my own answer to what my problem was.

    On our other Portal (tied to the same CRM Instance) we have not exposed the Azure AD External Authentication method to the sign in page. So everyone basically signs in using the Local Account method. However, the new licencing model for Power App Portals (which our new Marketing Portal is using) means that these logins would need to be licenced using the Power App Portals login add-on capacity (the 100 daily logins by external users per month licence). So I'm guessing this is why it keeps failing to login (as we haven't purchased that licence yet).

    What I have done is expose the Azure AD Authentication method and we can get some of the users logged in for those who have not registered with the other Portal we have (I assume we can only use one authentication method per user account?). When I attempt to sign in with a user account that already exists in the CRM (as they were added as a Local Account in the other Portal) then I get an error saying the email address is already in use. I have set the Marketing Portal so that Require Unique Email is set to On so most likely this is why I'm getting this issue.

    Power App Portals login add-on capacity question
    I do have another question that you may be able to answer. The Portals we have built for this Instance are only used at specific points in the year. So we could find that we have the following taking place:

    • many logins from January until March;
    • some logins around April - June; and
    • nothing much for the rest of the year.

    With the way the Power Apps Portals login capacity add-on licence works, would we need to purchase the same amount each and every month? So if we needed 300 in January, February and March but only 100 in April - June then could we purchase more one month and less another month and then none in months we don't need licences? It doesn't come across very clear for that type of scenario from what I can see. I'm also curious where we see the usage of these licences in the Power Apps area as I can't seem to find the usage area.

    For us it would be better to purchase a large bundle of login capacity and then it reduces as they are used (over the course of a year) but guess that model doesn't suit everyone.

    Any advice you can offer would be brilliant.

    Thanx again

    Steven

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Accessing Power Apps Portal

    If I miss any of the questions let me know.

    You could update your first portal with the additional screens, but I am not following what marketing tables you want to expose to your customers?

    When you say 'Admins' access the portal, do you mean employees of your organization?  Anyone who logs in counts towards the quota, regardless of security role (web role), if its a coworker/employee they should login to the App/CRM/D365 Marketing. So, yes, they would require/count towards the add on license.

    Not following which portal you cant login to, if its the new one, its probably a case where your login user (contact table) is only tied to the first portal, but would need clarification on this/screenshots.

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