These days with the increasing popularity of Dynamics CRM , We have customers who are looking for a simpler and better UI , Online accessibility with out having to procure a CRM License Key , Online Accessibility for non-organization/external users.
For all the scenarios the D365 CRM Portals are the best fit.
Let us see how to set up portals.
1. Have an existing CRM Org with admin privileges or Create a new D365 CRM trial Org.
2. Go to Admin centre - https://port.crm.dynamics.com/G/Applications/Index.aspx
3. Choose Portal Add-On and Click on Manage.
4. Fill the details by providing Name , Url , Audience and the CRM Instance against which you wan to install the portal on.
5. Typically it takes around 2 hours for the complete set up.
6. Once the set up is done Open the Url you will have the Portal set up ready.
For all the scenarios the D365 CRM Portals are the best fit.
Let us see how to set up portals.
1. Have an existing CRM Org with admin privileges or Create a new D365 CRM trial Org.
2. Go to Admin centre - https://port.crm.dynamics.com/G/Applications/Index.aspx
3. Choose Portal Add-On and Click on Manage.
4. Fill the details by providing Name , Url , Audience and the CRM Instance against which you wan to install the portal on.
5. Typically it takes around 2 hours for the complete set up.
6. Once the set up is done Open the Url you will have the Portal set up ready.
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