Dynamics 365 Portals

Terminology changes in Power Apps portals

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Power Apps portals Terminology has been changed.

The following table lists key terminology changes in portals.

Legacy termCurrent term
Entity formBasic form
Web formAdvanced form
Entity listList
Entity permissionTable permission
Entity NameTable Name

Also, Click here to know more about Portal Management App’s and Portal Studio’s Terminology updates.

How to check Portal user profile information in CRM?

Arun Potti CRM, Dynamics 365 Portals, Microsoft Dynamics 365

Follow the below steps to see the portal user profile information in CRM.

Step 1: Login Dynamics CRM Organization in which the Dynamics CRM Portal configured.

Step 2: Navigate to CRM Contact records and open the required record to check the portal user information.

Step 3: Once the record is opened, select the Portal Contact Form and click on it.

Portal Contact Form

Note: Portal Contact form will be automatically created in CRM once the Dynamics Portal installed successfully.

Step 4: Goto Web Authentication Tab to see the profile information of the portal user.

Hope this article helped you to check the Profile information of a portal user 🙂

How to setup Dynamics 365 Portals in CRM Online?

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Follow the below steps to setup Dynamics 365 Portals in CRM Online,

Step 1: Click here and create Dynamics 365 30 day’s trial version

(or)

Use your existing Dynamics 365 Login Credentials to login Office 365 Admin Portal.

Step 2: Click here to navigate to Office 365 Admin Portal.

(For this article, have created Dynamics 365 30 day’s trial version).

Step 3: On the Left hand side menu, you can see Dynamics 365 under Admin Centers. Click on it.

Admin Center - Dynamics 365

Step 4: Follow the below steps,

  1. Click on APPLICATIONS Tab.
  2. Click on Portal Add-On under Manage applications.
  3. Click on MANAGE.

Dynamics 365 Administration Center

Step 5: Provide the below details,

  1. Name: Provide some Name for the Portal.
  2. Type: It is Trial by default.
  3. Select Portal URL: Provide unique name for your portal.
  4. Dynamics 365 Instance: Select your CRM Online Instance name.
  5. Select Portal Language: Select your Portal Language. (For Example: English (United States))
  6. Select Portal Administrator: Select required user to make the person as an Admin for your Portal.
  7. Portal Audience: Select the required Audience to whom this portal for. (For Example: Customer)
  8. Select Portal to be deployed: Select the required portal. Am choosing Dynamics 365 Portals – Custom Portal.

After providing all details, Click on Submit.Dynamics 365 Portal Details

Step 6: Click on Accept.Dynamics 365 Portal - Terms of Service

Step 7: Portal Request is submitted. It will take sometime to import Dynamics 365 Custom Portal Solution to Dynamics 365 CRM and to host the Portal in Azure.

To see the status of the Portal, click on the link as shown in the below picture.

Dynamics 365 Portal - Request Submitted

Step 8: Current Status is as shown below. Please refresh this page after sometime.

Dynamics 365 Portal - Portal being Configured

Step 9: Once portal is created, you can see the Base Portal URL link. Click on it to see your Dynamics 365 Portal.

Dynamics 365 Portal - Portal Created

Step 10: You can see the below Portal Home Page.

Dynamics 365 Portal - Portal Home Page

Step 11: Open Dynamics 365 CRM Online Organization to see the below Portal related Solutions imported and Portals Area in Site Map.

Dynamics 365 Portal - CRM Portals Solutions

Dynamics 365 Portal - CRM Portals Area

Hope you learned a new thing today !!!

Share your valuable feedback on this article.