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Setting up Dynamics 365 Portal Admin

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Posted on by Justin Wilkinson

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Hi I have setup a Demo Portal,

I am logged in as an Admin - (this user has all security roles assigned)

I can not see the option to edit/ change or customise the portal front end? i believe there should be a drop-down box along the side to edit etc- what steps should I take?

2019_2D00_01_2D00_22-11_5F00_50_5F00_56_2D00_Profile_A000B700_-Customer-Self_2D00_Service.png

Can you also from the Front end designer edit the forms what fields are displayed?

Any help appreciated.

Categories:

Setup and Upgrades

Enterprise Service Settings

Portals

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LeoAlt 16,331 Moderator on at

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RE: Setting up Dynamics 365 Portal Admin

Hi partner,

You could setup the content of the page in Dynamics 365 instance, not in portals.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/create-expose-portal-content

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/manage-portal-content

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/customize-content-snippets

As the articles mentioned, you could setup fields in entity forms or use Html code to customize the page in portals.

Hope it helps.

Best Regards,

Leo

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RaviKashyap 55,410 Moderator on at

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RE: Setting up Dynamics 365 Portal Admin

Hi,

Double check the web role associated with this contact. If it has Administrator role then you should get the front side editor capabilities for this user.

Some time its take time to reflect. Try new browser or clear cache.

Hope this helps.

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Mahendar Pal 45,095 on at

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RE: Setting up Dynamics 365 Portal Admin

Hi,

You can also try to clear server side cache and see if you are able to get it: docs.microsoft.com/.../clear-server-side-cache

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