Install Solution

This article provides the steps to install and configure the Work 365 Self-Service Portal solution using the Onboarding App

Pre-requisites

Performing this installation will require the following:

Time required

This setup process is expected to take approximately 30 minutes

Additional Notes

This article covers the setup using the Work 365 Onboarding App. If you prefer to manually do this process, please see this article - SSP - Install Solution (Manual Process)

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Before proceeding, make sure that there are no other solutions being installed

Procedure

  1. Open a browser where you are logged with your Dynamics 365 account
  2. Go to https://go.work365apps.com/
  3. Click on the dropdown and select the tenant where you have your Self-Service Portal solution installed.
  1. Click on Go button
  1. Click on 3. Setup Work 365 Portal
  1. Click on 1. Provision Portal
  1. Make sure you have completed the Self-Service Portal provisionstep, then click the 'Verify and Complete' button
  1. You will see a confirmation popup, type your portal URL and click on Save button
  1. You will be back to previous screen, click on 2. Configure Azure AD Apps. Make you you have completed:
    1. Self-Service Portal Azure AD Login
    2. Self-Service Portal Azure AD Manage Licenses
  2. Click on Verify and Complete
  1. You will see a popup asking for the previously created Application ID's. Once you fill this information click on 'Save' button
    1. Enter the Self-Service Portal Azure AD Login in field 1 Portal Azure AD Login
    2. Enter the Self-Service Portal Azure AD Manage Licenses in field 2 Portal Azure AD Manage Licenses
  1. You will be back to the previous screen, click on 3. Install/Reinstall Portal Solution
  1. From the dropdown, select the correct Self-Service Portal name, and make sure to leave the 'Initialize Portal' option ON.
  1. You will see a confirmation popup, click on Save button
  1. Wait a few minutes until the popup confirms this process it's completed.

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Your Self-Service Portal Setup has been completed