This step it's only requiered if you are willing to provide access to your tenant.
We need to confirm that you do not have an existing Self-Service Portal using the video here:
Skip this step If you already created a Work 365 Support user
We highly recommend that you create a user in your Dynamics environment for us to make the process easier for your team.
|Dynamics 365 Sales, Field Service and Customer Service Parnter Sandbox
In case if you want to know how to assign this User Role, please follow this article: https://learn.microsoft.com/en-us/power-platform/admin/use-service-admin-role-manage-tenant#assign-a-service-admin-role-to-a-user
Once the user is created please email [email protected] with the following information:
|<Your company name> Support alias
|<Your Dynamics 365 environment URL>
Make sure there are no geographical restrictions and do not set MFA – we will configure MFA
[email protected] is a secure email that purges the credentials immediately. We only access the credentials through a password vault. Please do not copy any other emails directly with the credentials. Instead, let us know in a separate email when you have sent those credentials.
Work 365 Portal Notification solution provides automated flows that can drive notifications for events triggered via the Portal. If you want to enable this optional feature in your Self-Service Portal you need to provide the following:
|Microsoft Exchange E3
|Customer Service Representative
|Email address of an internal user or Distribution list
|This email address will be used as the sender for all the email notifications*
Updated about 2 months ago