Preparing for the Self-Service Portal Setup

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This step i'ts only requiered if you are willing to provide access to your tenant.

Confirming you do not have an existing portal

We need to confirm that you do not have an existing Self-Service Portal using the video here:

Creating a User in Your Dynamics Environment

We highly recommend that you create a user in your Dynamics environment for us to make the process easier for your team.

*The System Administrator Role in CRM could be temporally just for setup purposes

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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:

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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.

Self-Service Portal Notifications

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:

*Sender Email will be as default your provided account. If the email address provided here is different from the email address you'd like to use it needs to have ‘Send As’ permissions on this email address/mailbox.