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325D365 Portal is used to allow your customers, employees and partners to access data directly to your CRM. Portal users can access specific CRM data such as Knowledge Articles, cases, opportunities, etc. without giving access to your CRM Environment. Activities of your portal users are directly integrated to your CRM as well.
I started working with D365 Portals when it was still called as "AdxStudio Portal". It was acquired by Microsoft year 2015 and was later introduced as D365 Portal. Since then, I didn’t get the chance to explore D365 Portal yet so I will share you all a step-by-step journey in discovering D365. I assume that it would be somehow the same as how AdxStudio Portals works.
To start with our D365 Portal journey, I am going to give you the steps on how to provision a portal. Before you begin, the user account that you will be using must have a System Administrator role on your D365 Organization.
Navigate to the Office 365 Admin Center of your D365 environment
Click on the Applications Tab. In the list of Manage Applications, select the "Portal Add-On" then click "Manage"
You will be re-directed to the Portal Admin page.
Type in your Portal Name and URL.
Note: I am using a Trial D365 Environment so the Portal Type will be "Trial" by default.
Once you’ve selected your Dynamics 365 Instance, you will be required to select your Portal language, Audience and Portal to be deployed. I’ve selected the Customer Self-Service Portal which matches the selected Portal Audience.
Click on Submit and Accept the Terms of Service. Once done, the portal will begin provisioning. You will be prompted with the same screen below.
If you go back to the D365 Admin Center, you’ll notice that the Portal’s name has been changed with "-Configuring". This means that the provisioning is still in-progress.
Once provision is complete, your portal is now ready to use.
Click on the Base Portal URL to take a first look at your D365 Portal.
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