Pre-requisites

Performing this task will require the following:

• Portal Owner Privileges
• Azure Global Admin privileges on the tenant

Time required

This configuration is expected to take approximately 15 minutes

Additional notes

📘

These permissions enable customers to assign licenses to their users. When a Global Admin accesses the Manage License page in the portal and grants access, the app will be able to read and write on the customer's tenant, enabling them to manage their own licenses

Procedure

1. Login to Azure Portal using the Global administrator account and look for the 'Microsoft Entra ID' icon within the Azure Services section.

   

2. If you do not see the 'Microsoft Entra ID' icon, click on More Services

   

3. Click on 'App Registrations' on the left-hand navigation menu

   

4. Click the ‘+ New Registration’ button on the top pane

   

5. A new page will show a Register an Application form and go to the next step before filling this form

   

6. Paste your Self-Service Portal URL:

1. Name	Value
   Dynamics Portal URL

7. Copy these values and fill out the form below:

1. Name	Value
   Name	Dynamics 365 Portals (Manage Licenses)
   Supported account types	Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant)
   Redirect URL

8. This is how the form should look and then click on the 'Register' button

   

9. Within the newly created app, click the 'Authentication' menu on the left-hand navigation. On the right-hand pane, check the boxes below and click 'Save'

   

10. Click on 'API permissions' on the left-hand navigation and click '+Add a permission'

    

11. In the Window that pops up click on "Microsoft Graph"

    

12. In the next Screen choose 'Delegated Permissions'

    

13. In the section below, expand the ‘Directory’ area select ‘Directory.ReadWrite.All’, and click the ‘Add Permission’ button.

14. 📘

    This permission needs Global Admin consent. If the ‘Grand Admin Consent’ button looks disabled, try refreshing the screen. Once enabled, ensure to hit the ‘Grant admin Consent...’ button.

15. Click on 'Yes' button to confirm the Admin consent

    

16. Click on 'Overview' on the left-hand navigation menu and copy the 'Application (client) ID'

    

17. Save the 'Application (client) ID' as this will require further steps.

👍

Your App Registration has been configured to allow your customers to manage their licenses through your Self-Service Portal.

Manual Steps

📘

Follow this steps only if you are not using the Onboarding App

Procedure

1. Go back to your CRM and Click on the 'App' beside Dynamics 365 at the top-left corner

   

2. Click on 'Portal Management'

   

3. On the left-handed menu click on 'Site Settings'

   

4. Create the following record:

   1. Name	Value
      Work365 - Application Id	['Application (Client ID)' from step #12]

      
      

5. Create the described records below by clicking on '+ New' located at the top-ribbon menu:

   

6. The setting should be created as follows:

   1. The name is described in the table below (Make sure there are no white spaces in the name)

   2. Self-Service Portal name (Click on the magnifier to display the Portal list)

   3. Value described in the table below

      

7. After filling in the described information on the records, click 'Save & Close'. Repeat until you create all the records.

   

📘

Make sure all parameters are configured correctly. Otherwise this will cause Self-Service Portal Malfunctioning