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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / portals Documentation
Microsoft Dynamics CRM (Archived)

portals Documentation

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Posted on by zabby

I'm trying to look for documentation regarding how to properly configure our new portal.  Asking because I cannot use the adxstudio web copy tool to copy over my settings from a test environment (adxstudio environment).  I noticed that the Site Settings are a little different.

Example: HelpDesk/CaseEntitlementEnabled became CustomerSupport/CaseEntitlementEnabled

I wanted HelpDesk/CaseDeflection/Enabled to be added so that the Case page wouldn't display the Search area.  I tried creating a new site setting using HelpDesk/CaseDeflection/Enabled and CustomerSupport/CaseDeflection/Enabled to no success.

Thus, is there any updated documentation available to be able to configure our Microsoft portal?

Thanks!

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  • Verified answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    Hi Zabby

    If you have a look here

    www.microsoft.com/.../administrator-s-guide-to-portal-capabilities-for-microsoft-dynamics-crm.aspx

    and there is also an admin guide

    http://go.microsoft.com/fwlink/p/?LinkId=798278

  • zabby Profile Picture
    zabby on at

    I've gone through the guide provided by Mark and have sadly been unable to locate additional Site Settings beyond Authentication.  Is there a list containing every possible value somewhere?

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