How to Get Started with Dynamics 365 Portal

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How to Get Started with Dynamics 365 Portal
Sometimes, integrating portals can be dif?cult.
We saw a lot of feedback and questions from
customers about the process, so we created a
step by step guide on How to Install the Default
Portal Add-On for Dynamics 365. But in case
youve decided to opt for a third party portal
like our Dynamics 365 WordPress Portal, then
this blog is for you.
We are going to discuss how to install and enable
Dynamics 365 WordPress portal in your CRM. A
quick overview of the Dynamics 365 WordPress
portal
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It is a third party portal solution for your
business. It helps you provide quality service
to your customers round the clock. It makes your
teams work effortless. Lets see steps to
install it. Installation To install the
Dynamics CRM Customer Portal plugin, the
following steps have to be followed Step 1 Once
you have purchased the plugin, you will get a
zip ?le named DynamicsCRM-Customer-Portal-v3.0.zip
. Step 2 Log in to your CRM Account and click
on Settings ? Solutions
Step 2(a) If you are using a uni?ed interface,
click on the Settings icon which is on the right
side of the Title bar. Then click on Advanced
Settings.
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Now go to Settings ? Solution.
Step 3 Click on Import to upload and install
the Solution.
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Step 4 Click on the Browse button and choose the
Package Zip File for Dynamics CRM Customer
Portal from the Import Solution window.
Step 5 Click on Next for further
processing. Step 6 Check the box to enable any
SDK message processing steps included in the
solution and click on the Import button to
import the Solution.
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Step 7 Click on Close after the successful comp
letion message is displayed.
Step 8 Once you import the solution, it will be
displayed in the solutions grid view.
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WordPress Manual Plugin Installation Step 1 To
start with the installation, Log in as
Administrator into WordPress. Hover on Plugins
and click on Add New to install the package.
Step 2 To upload the plugin, click on the
Upload Plugin button.
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Step 3 Now, click on the Browse button and
Browse the zip ?le. After uploading the package,
click on the Install Now button to install the
package.
Step 4 Navigate to Installed plugins. Here, you
can see Customer Portal plugin was
successfully installed. But its still inactive.
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Step 5 Click on Activate to activate the
plugin.
Dynamics CRM Con?guration Step 1 Get the
activation key from the Order Con?rmation Mail.
OR Login to your CRMJetty account then go to
downloadable options and copy the activation key
for the Dynamics CRM Customer Portal
plug-in. Note Applicable only if purchased from
CRMJetty. Step 2 Activate your plug-in. Step 3
Once you import the solution, it will be
displayed in the solutions grid view.
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Step 4 Double click on DynamicsCRM Customer
Portal for WordPress solution to con?gure the
plugin with your license key. Step 5 This will
open up a new window. Click on Con?guration
from the options provided on the left
panel. Step 6 You can activate your one-month
free trial.
Step 4 To get a one-month free trial license
key, ?ll out the details, and click on the
Activate button.
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Your portal is ready to use. Now, talking about
Customer portal login After con?guring the
Dynamics CRM and WordPress portal for WordPress
Portal plug-in, customers can sign-up or login
to the WordPress portal and access Dynamics CRM
modules based on the access youve
provided. Dynamics Portal Login, Sign Up
Forgot Password Dynamics 365 portal login
page Step 1 Directly login to the portal using
your portal credentials.
Step 2 If two-step authentication is enabled,
then portal users will receive an OTP in email.
Enter valid OTP and it will allow portal users
to access the interface.
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Note OTP is valid for 30 minutes. If not used in
that timeframe then request a new OTP. Sign
Up Step 1 New customers can sign-up on the
WordPress portal by clicking on Sign Up Now!
link on the login page. This link will redirect
customers to sign up page. A new user can
directly sign-up from the portal. The
credentials will be veri?ed to check whether any
customer has been registered with the same
username and email address. If any such user
does not exist in the system, then a user will
be created in the Dynamics CRM Contacts
module. Step 2 Once signed-up from the portal,
Users can directly login to the portal and can
also access their WordPress account without
having to log in again.
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Note Already existing customers on both sides
(WordPress and Dynamics CRM) wont get access to
the Customer Portal automatically on
installation.
Forgot Password Step 1 Portal users can
retrieve their login password using the Forgot
Password option. Click on the Forgot Password
option and enter your username and email address.
Click on the Submit button and you will
receive a reset password link on your email.
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• Now, talking about the core features of the
  Dynamics 365 WordPress portal
• Custom Module Support
• Not only custom modules, but our Dynamics CRM
  customer portal also supports all the default
  modules as well so that you can share the right
  information with your customers.
• Case De?ection
• This feature helps portal users to get probable
  solutions before generating a case. When a
  portal user cant ?nd solutions related to any
  queries or issues, they will be able to navigate
  to add a case option. Using the search bar they

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can simply search for their issue and if it is
not found they can easily add their case. 3.
Role-based Accessibility You can create
accessibility-based user groups and add contacts
to assign speci?c roles. A Portal User can have
access only to the modules that are assigned to
them in that speci?c group. Admin can create
multiple groups and add contacts to them. About
Us CRMJetty is a hub of innovative customer
relationship solutions. Our tools ensure that
you can render enhanced interactions at each
stage of your customer lifecycle. So, if you are
searching for the right portal solution for your
company, then you can choose from our wide range
of solutions for Salesforce, Dynamics, and more.
We have served in this industry for over a
decade and have built many portals like customer
portal, self-service portal, non-pro?t portal,
etc. Get in touch with us and well help you
kick start your journey towards communicating
better.
Source https/ www.crmjetty.com/blog/how-to-get-s
tarted-with -dynamics-365-portal/
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