Your Dynamics 365 installation comes with an add-on that allows your customers to seek self-service support on a web portal hosted in the Azure cloud.
To create a portal:
Sign in to Power Apps.
Under Make your own app, select Portal from blank.
Note: Please make sure that you selected the correct environment where your portal should be installed. Avoid creating portal in "default" environment since it doesn't contain a database which is a requirement in setting up a portal.
If the selected environment does not contain portal pre-requisites, a message is displayed in the Portal from blank window suggesting you select another environment or create a new one.
If you choose to proceed with the current environment, enter the required information in the window as mentioned in the following steps. If you choose to create a new environment, see Create new environment.
In the Portal from blank window, enter a name for the portal and address for the website, and select a language from the drop-down list. When you're done, select Create.
To create a portal using a different language, you must first enable the language in the environment so that it becomes available in the language drop-down list.
After you select Create, the portal will begin provisioning and the provisioning status is displayed through notifications.
If you have created your portal in the environment that doesn't have portal pre-requisites installed, the provisioning status is also displayed in the grid:
Please be aware that Portal provisioning may take some time.
After the portal is provisioned successfully, the status is updated and the portal is displayed in the grid:
Next, accept the terms of service. This may prompt you to enter your login credentials and grant permissions to the Portal application.
To edit the portal in Power Apps portals Studio, see Edit a portal.
- If you don't have sufficient privileges to provision a portal, an error is displayed. You must have the System Administrator role in Common Data Service to create a portal. You must also have the Access Mode set to Read-Write under Client Access License (CAL) Information in the user record.
- If you have purchased an older portal add-on, and want to provision a portal using the add-on, you must go to the Dynamics 365 Administration Center page. More information: Provision a portal using the older portal add-on
- If you have provisioned a portal using the older portal add-on, you can still customize and manage it from make.powerapps.com.
- Provisioning portals from make.powerapps.com does not consume the older portal add-ons. Also, these portals are not listed under the Applications tab on the Dynamics 365 Administration Center page.
- A Common Data Service starter portal cannot be created from the Dynamics 365 Administration Center page.
Then, once the portal setup is complete, the above message will be replaced with the default portal content, similar to below.
You'll likely want to customize this page with your own look and feel, but those steps are beyond the scope of this article. Once you're ready to put your portal in front of customers, they can use it to:
- Create a profile
- Access the knowledge base
- Participate in forum discussions
- Open a support ticket
Live Assist integrates with the knowledge base feature.