Setup (Manual Process)
This article provides the steps to get started with your Work 365 Self-Service Portal setup process
Pre-requisites
Performing this setup will require the following:
- Work 365 Core App previously Installed
- A user with System Admin privileges on tenant
- A user with Azure AD Admin privileges on tenant
Time required
The whole setup process will take approximately 3-5 hours.
Additional Notes
This article will cover the setup from Work 365 Manually. If you want to use the Onboarding App, please follow this article - Self-Service Portal Setup
Work 365 Solution is supported ONLY on the PowerApps Customer Self-Service portal. The Work 365 Self-Service portal is not supported on other Portal Solutions
Procedure
- Preparing for the Self-Service Portal Setup SSP-Preparation
- Provision a Self-Service Portal using these instructions - SSP-Provision
- Setup Entra ID to sign in Using Office 365 Credentials SSP - Entra ID Login
- Setup Entra ID to Manage their Licenses SSP - Entra ID to Manage Licenses
- Install the Work 365 Portal Solution SSP - Install Solution (Manual Process)
- Configure Azure AD to View Azure Consumption SSP- Azure Usage
- Branding your Work 365 Self-Service Portal SSP - Branding (Manual Process)
- Make your portal visible for your clients SSP- Private to Public
- Add the Portal to Work 365 SSP - Configure Portal in Admin Hub
- Running your Self-Service Portal for the first time SSP- Running for the first time
- Setting up your custom Domain (Optional) SSP- Setting up your Custom domain
- Setting up Self-Service Portal Notifications (Optional) SSP - Notifications Setup
Your Self-Service Portal is ready for usage
Updated 11 months ago