How to Install the Default Portal Add-On for Dynamics 365

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How to Install the Default Portal Add-On for
Dynamics 365
When it comes to integrating a customer portal,
it is important to take into consideration that
it is one that fits well into the workflow of
your business. You should also take care that it
functions smoothly with your Dynamics CRM. It
should be fast, secure, customizable and with a
range of functions.
Dynamics 365 has a neat portal solution. Since it
is an Add-on solution, you need to take certain
steps to add it to your CRM, and then install
it. Heres a step-by-step guide for installing
the Dynamics 365 default portal Add-on
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• Installing the Default Portal Add-On for
  Dynamics 365
• Steps to install Dynamics 365 default portal
  add-on
• Step 1 Sign in to Microsoft 365 admin center.
• Step 2 From the navigation column on the left,
  select Show all -gt select All admin centers.

Step 3 From the list of all admin centers,
select Dynamics 365. Step 4 On the Dynamics 365
Administration Center page, select the
Applications tab
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Step 5 Click on Portal Add-On under Manage
applications. Portal Add-On is set to Not
Configured. Now click on the Manage button on
the right side. Step 6 In the General Settings
section, enter a Name and other details like
Type (Trial or Production), Portal URL for your
portal.
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Step 7 Select a Dynamics 365 instance from which
you can install a portal, select language. Step
8 Select Portal Audience Portal to be deployed
submit It might take time to configure the
portal. Step 9 Once the portal is created, you
can see the Base Portal URL. Click on it to see
your Dynamics 365 Portal.
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After portal installation, a new tile will be
added in Dynamics 365 called Portals.
If you want more flexibility, and want to go
deeper into the features that a portal can
provide, then you can look at a third party
integration. Heres a brief introduction to D
ynamics 365 WordPress Customer Portal
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• Dynamics 365 WordPress Customer portal
• Dynamics 365 WordPress customer portal is a
  convenient third party solution for enhancing
  your customer service. It provides a number of
  features that are either not available in the
  default portal or have certain limitations. If
  you are to go deeper into why to use this third
  party solution, here are a few reasons
• Secure and scalable
• Security cannot be something anyone should
  compromise on. But that doesnt mean that the
  secure option limits you to a certain number of
  users. Your portal should be able to scale with
  your expanding customer base instead of limiting
  you due to high costs.
• Multi Language support
• Any portal ought to be available in multiple
  languages. This helps establish connections and
  trust with your customers. Having anything in
  the language that one speaks in, aids in the
  buying decision.

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• Credentials for users
• Generating credentials for a huge number of
  people is a part of the ecommerce business. It
  shouldnt be a hassle nor should it be a major
  cost.
• Customization
• A portal has to reflect the style of your
  website. Since this portal is integrated with
  WordPress, you have the freedom to customize it.
  Configure a layout of your choice based on the
  modules you want. Have a dashboard of your design
  for what you think your customers want up front,
  etc.
• Case management
• If the portal can handle cases, it would reduce a
  lot of work that your staff has to do. There
  would no repeated queries and customers would be
  able to find what they are looking for instead
  of raising a ticket for an issue that has already
  been solved.
• The purpose of a Dynamics 365 WordPress Customer
  Portal is how it helps you in providing support
  to your customers. A third party solution brings
  more options for you as compared to the default
  option. It can offer equivalent

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security, plus more customization options in line
with your website. Once you go through the
differences and discern what you need in your
workflow, it will be easier to decide what you
want to go with.
Source h ttps//www.crmjetty.com/blog/how-install
-the-default-p o rtal-add-on-dynamics-365/
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