I need information on the Customer Self-Service Portal. Everything I am finding is one level of abstraction too high. I am trying to implement something now and am looking for detailed documentation - Even something documenting what all the snippets/pages are would be fine.
I apologize if I have missed something obvious. I looked all over the place. It seems like all I could find is very top-level info.
Thanks,
--Matt
I appreciate the link to the overview video, but this is just not at all what I need.
I need real, technical documentation for someone implementing a portal, not high-level overviews.
Thanks again for reaching out though.
--Matt
I am finding this area of the documentation helpful.
Store source content by using web templates - Power Apps | Microsoft Docs
I viewed the video. Unfortunately, it is much too basic for where I am. I am trying to implement a portal with my company's branding. I already know the portal's capabilities. I need much deeper technical info.
I found this video. It is closer to what I need, but what I was hoping is that there was an actual forum for people trying to implement the Customer Self-Service Portal. Maybe this is the right place?
Thanks for the response, Leah. I have been through that documentation and those videos. Unfortunately, they are way too basic for where I am. I am trying to implement a portal with my company's branding and a custom landing page for the Knowledge Base. I already know the portal's capabilities. I need much deeper technical info.
Here are some example questions
I don't even know what an element is. All I have on the blank page is one big blue boundary. I can provide a screenshot if that is helpful.
So, these are the types of questions I need answered.
Thanks again for responding.
--Matt
Hi Jmatt,
The Customer self-service starter portal is for any organization that needs to provide customer support services.
The Customer self-service portal provides the following methods for customers to resolve their own issues (Knowledge articles Forums Support cases)
Customer self-service portal - Learn | Microsoft Docs
Microsoft Dynamics 365 Customer Self-Service Portals - YouTube
The link above is a brief introduction to the customer self-service portal, Customer Self-Service Portal is one type of the Power Apps portals.
You can refer following document to know how to configure portal:
Portal Management app overview - Power Apps | Microsoft Docs
Or you can tell me exactly what features you want to display on the portal so I can give you more detailed information.
Regards,
Leah Ju
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