How to Set Up a Microsoft Dynamics 365 Portal

Dynamics 365 Portal

What is a portal? A portal is a website you can customize for your customers, partners, or employees. It is connected to your Microsoft Dynamics 365 environment so users are able to externally:

  • Submit and review cases or knowledge articles
  • Create and review sales opportunities
  • Utilize forums for discussions, questions, or suggestions

Can you envision how a portal could benefit your customers and/or employees? A portal comes free with any Dynamics 365 Enterprise subscription, don’t hesitate to utilize this tool!

Want to set it up?

First, navigate to your Dynamics 365 Administration Center.

Note: You must have system admin privileges for the selected instance

Select the correct instance and then click the edit icon (pencil icon) next to Solutions

Microsoft Dynamics 365 Portal

Select the portal you want to install and then click on the Install icon on the right.

Microsoft Dynamics 365 Portal

Note: It can take a while to install, so check back within an hour or so.

Once your portal status is set to “Installed,” navigate to the Applications section.

Microsoft Dynamics 365 Portal

Select the Portal Solution and then click the Manage icon.

Microsoft Dynamics 365 Portal

Within the Manage Portal section, you can find the portal’s URL. Navigate to it and ensure it is connected to the correct Dynamics 365 instance. Here you can also set up more advanced features like a custom domain or integrations to SharePoint and PowerBI.

Microsoft Dynamics 365 Portal

It’s that simple! For a specific example of how portals can be leveraged for customer engagement, check out this post from Microsoft! Preview your custom portal today and take advantage of this awesome tool!

Our team is always available to answer any questions you may have – please contact us at any time.

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