How to Install PowerApps Portal in Dynamics 365 CRM

1
How to Install PowerApps Portal in Dynamics 365
CRM
In order for you to provide your customers with
exceptional service, you will need to do things
that are above and beyond the basics. You will
need to provide certain things that make their
interaction with you more efficient and
frictionless. Lets see the steps of how you can
install and activate the customer portal with
Microsoft Power Apps and Dynamics 365 WordPress
Customer portal.
s ales_at_crmjetty.com
2

• Power Apps by Microsoft provides a new portal
  option with Dynamics 365 CRM. If you want to
  activate it, here are the steps for it. You can
  find steps to install the Power Apps portal from
  its backend.
• Provision a PowerApps portal steps
• Steps to install PowerApps portal
• Step 1 Sign into Power Apps.
• Step 2 Select your environment from top right in
  which you have to install the portal.
• Step 3 If you want to create a blank portal,
  click on Portal from blank.

Or Step 3 Click on All Templates to create a
portal from default portal templates.
s ales_at_crmjetty.com
3
Step 4 Enter Name and Address, then click on
create. After you click on Create, the portal
will begin provisioning and the status will be
displayed in notifications.
After the portal is provisioned successfully, the
status is updated and the portal is displayed in
the grid
s ales_at_crmjetty.com
4
From the More (...) option, you can edit or
browse the portal. Browse the portal to see your
Dynamics 365 Portal.
Apart from that, if you want to go for a third
party option that can work with your WordPress
frontend, there are steps to install and
activate a Dynamics 365 WordPress customer
portal from the WordPress backend.
s ales_at_crmjetty.com
5

• Dynamics 365 WordPress Customer Portal
  Installation steps
• Dynamics CRM Plug-in Installation
• To install Dynamics CRM Customer Portal plugin,
  the following steps have to be followed
• Step 1 On purchasing the plugin, you will get a
  zip file named DynamicsCRM-Customer-Portal-v3.0.z
  ip
• Step 2 Login into your CRM and click on Settings
  ?
• Solutions.

Or Step 2 If you are in a unified interface,
click on the Settings icon given on the right
side of the title bar. Then click on Advanced
Settings.
s ales_at_crmjetty.com
6
Step 3 Click on Import to upload and install the
Solution.
Step 4 Click on the Browse button and choose the
Package Zip File for Dynamics CRM Customer
Portal from the Import Solution Window.
s ales_at_crmjetty.com
7
Click on Next for further processing. Step 5
Check the box to enable any SDK message
processing steps included in the solution and
click on the Import button to import the
solution.
s ales_at_crmjetty.com
8
Step 6 Click on Close after a successful completi
on message is displayed. Once you import the
solution, it will be displayed in the solutions
grid view.
WordPress Manual Plugin installation Step 1 To
start with the installation, log in as
Administrator into WordPress. Hover over Plugins
and click on Add New to install the package.
Step 2 To upload the plugin, click on the Upload
Plugin button.
s ales_at_crmjetty.com
9
Step 3 Now, click on the Browse button and
browse the zip file. After uploading the
package, click on the Install Now button to
install the package. Step 4 Navigate to
Installed plugins. Here, you can see that
Dynamics CRM Customer Portal Plugin was
successfully installed. But it is still
inactive. Click on Activate to activate the
plugin.
s ales_at_crmjetty.com
10
The Dynamics 365 WordPress customer portal allows
for more flexibility, gives you more features
and is scalable and customizable as you go. It
can help you get things done and bridge the gap
with your customers. Source h
ttps//www.crmjetty.com/blog/how-to-dynamics365-po
w e rapps-portal/
s ales_at_crmjetty.com