Documentation

Setup

This article provides the steps to begin the setup process for your Work 365 Self-Service Portal

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Pre-requisites

Performing this setup requires the following:

  • Work 365 Core App installed
  • A user with System Admin privileges on CRM
  • A user with Global Admin privileges on the tenant

Time required

The setup process is expected to take approximately 3-5 hours in total

Additional Notes

This article covers the setup process using the Work 365 Onboarding App. For manual setup instructions, please refer to the article -Self-Service Portal Setup (Manual Process)

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The Work 365 Solution is only supported on the PowerApps Customer Self-Service portal

Procedure

  1. Preparing for the Self-Service Portal Setup SSP-Preparation
  2. Provision a Self-Service Portal SSP - Provision
  3. Setup Entra ID to sign in Using Office 365 Credentials SSP - Azure AD Login
  4. Setup Entra ID to Manage their Licenses SSP - Manage Licenses
  5. Install the Work 65 Portal Solution SSP - Install Solution
  6. Configure Azure AD to View Azure Consumption SSP - Azure Usage
  7. Branding your Work 365 Self-Service Portal SSP - Branding
  8. Make the portal visible to your clients SSP - Private to Public
  9. Add the Portal to Work 365 SSP - Configure Portal in Admin Hub
  10. Running Self-Service Portal for the first time SSP - Running Portal for the first time
  11. Setting up a custom domain (Optional) SSP - Setting up your Custom domain
  12. Setting up Self-Service Portal Notifications (Optional) SSP - Notifications Setup

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Your Self-Service Portal is ready for usage

Updated 3 months ago