Step1: Open https://portal.office.com and login with your CRM credentials
Step2: Go to “Admin” tab as shown below
Step3: Expand “Admin Centers” tab (on left) and Click on Dynamics 365 tab
Step4: Click on “APPLICATIONS” tab as shown below
Step5: Go to “Portal Add-On” Option and click on “MANAGE” icon
Step6: Give portal information according to your requirement using following options and click on “Submit” button
Step7: Accept Terms of Service by clicking “Accept” button (it takes couple of minutes)
Then it ask to “Sign in” to accept the Microsoft CRM Portal permissions as shown below
Step8: On accepting permissions a successful message will be displayed as shown below
Step9: Portal will take 2-5 minutes to configure, you can check the status by refreshing page as shown below
Note: you can find [Portal name]-Configuring as shown below
MTC Demo Portal-Configuring | Enabled | ||
Once your portal is configured you can see only [Portal name]
|
You can manage other solutions using “Manage” then select the solution and clicking on “INSTALL” option as shown below
Step10: Congratulations your portal has been created. Go to URL to open portal.
Note: URL which you provided while creating portal (Step6 for reference)
