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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Reassign CE Portal to...
Customer Insights - Journeys forum

Reassign CE Portal to Marketing/Events?

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Posted on by thurs72

Dear Community,

I have the following purchase scenario:

  • Customer Engagement Plan with 10 licenses, with Customer Engagement portal
  • Marketing App included for free, without Events portal

How can I get a portal for Event registration?

(1) Can I use the included Customer Engagement portal for Event registration (using the out of the box registration forms, etc.) instead of for Customer Engagement?

(2) If no, I assume would then need to choose " Purchase Additional Portal" under purchase services: Can I use this Additional Purchased Portal for Event registration, (using the out of the box registration forms, etc.)?

Description for "Purchase Additional Portal"

"Dynamics 365 Enterprise Edition - Additional Portal Unit of 1 additional portal for CRMOL or Dynamics 365 applications or plans, which allow you to extend engagement with Customer and Employee audiences into a web portal. This offer requires a preexisting portal. Each Portal includes 1,000,000 page views per month."

Thank you for your assistance!

Categories:
Portals
Event Planning and Management
I have the same question (0)
  • Suggested answer
    megcda Profile Picture
    megcda 2,192 on at

    The First Run Experience (FRE) for Dynamics 365 for Marketing looks for a free portal in the tenant.  So yes you can use your CE portal for Marketing if it is free or if you reset it if it is currently in use.

  • thurs72 Profile Picture
    thurs72 on at

    Follow up much later:

    Today I learned from support that I need to dedicate two Portals to use both the Marketing App and to have an Event Registration Portal. 

  • Verified answer
    megcda Profile Picture
    megcda 2,192 on at

    That isn't correct, a single Portal is required for setup of Marketing.  You can use that Portal for Event Registration.

    Please mark this as Verified if this answered your question.

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