Provisioning

This article provides the steps to provision a Dynamics 365 Self-Service Portal

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Pre-requisites

Performing this provisioning will require the following:

  • Global Admin Privileges on Tenant
  • A user with System Admin or System Customizer privileges on the tenant

Time required

The provisioning process is expected to take 1-3 hours

Additional Notes

📘

Make sure you have access to the correct environment before proceeding with this setup. DO NOT use the 'Default' environment.

Procedure

  1. Go to https://admin.powerplatform.microsoft.com/environments

  2. Click on Environments and click on your Production Environment (Where you have Installed Work 365)

  3. Copy the Environment ID

  4. Paste the Environment ID in the textbox below:

Name Value
Environment ID
  1. Copy this URL and paste it in your browser:
URL
  1. Inside this page select the Customer Self-Service portal

  1. Give the portal a name add the domain name of the portal and click on 'Create'
    1. Try to keep a short, this is not a customer-facing name
    2. This will be only the base name it will not be relevant If you will use a custom Domain
    3. Select the English language as default. This could be updated later

  1. Wait a few seconds and you will be redirected to the Active Sites page

  2. Go back to the browser tab admin.powerapps.microsoft.com. Click on Resouces and then click on Power Pages Sites you will see the portal being configured

  3. Click on the ellipsis (...) beside the new portal name and click on 'Manage'

  4. This is where all the portal details are maintained on the tenant. Copy the base portal URL and paste it into a notepad also leave this browser tab open for later use

  5. In a new tab on the same browser paste the portal url. Now Microsoft is finishing the setup of the portal within Dynamics 365.

📘

This process can take up to 3 hours

  1. When a page like this loads, the portal is finished configuring in Dynamics 365.

  2. Click on the 'Consent on behalf of your organization' checkmark and click the 'Accept' button


  3. If you see this page, your base portal has been configure successfully


  4. Once the Portal is configured, go back to the previous tab and convert it from trial to production by clicking the 'Convert to Production' button

📘

This process can take up to 2 hours

  1. After this is completed the Work 365 Self-Service Portal solution can be installed in Dynamics 365.

👍

Your Self-Service Portal has been successfully provisioned

Updated about 2 months ago

What’s Next