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How to Get Started with Dynamics 365 Portal

Looking for a detailed guide to help you get started with the Dynamics 365 portal add-on? Then this is it! A detailed guide with proper steps to help you get started

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How to Get Started with Dynamics 365 Portal

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  1. How to Get Startedwith Dynamics 365Portal Sometimes, integrating portals can be difficult. 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 you’ve decided to opt for a third party portal like our Dynamics365WordPressPortal,thenthisblogisforyou. We are going to discuss how to install and enable Dynamics 365WordPressportalinyourCRM. A quick overview of theDynamics 365 WordPress portal: sales@crmjetty.com

  2. It is a third party portal solution for your business. It helps you provide quality service to your customers round the clock.Itmakesyourteam’sworkeffortless. Let’s see steps toinstall it. Installation: To install the ‘Dynamics CRM Customer Portal’ plugin, the followingstepshavetobefollowed: Step 1: Once you have purchased the plugin, you will get a zip file namedDynamicsCRM-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 unified interface, click on the SettingsiconwhichisontherightsideoftheTitlebar.Then click on AdvancedSettings. sales@crmjetty.com

  3. Now go toSettings → Solution. Step 3:Clickon‘Import’touploadandinstalltheSolution. sales@crmjetty.com

  4. Step 4: Click on the Browse button and choose the Package Zip File for Dynamics CRM Customer Portal from theImport Solutionwindow. Step5:ClickonNextforfurtherprocessing. Step 6: Check the box to enable any SDK message processing steps included in the solution and click on the ImportbuttontoimporttheSolution. sales@crmjetty.com

  5. Step7:Clickon‘Close’afterthesuccessfulcompletion message isdisplayed. Step 8: Once you import the solution, it will be displayed in the solutions gridview. sales@crmjetty.com

  6. WordPress Manual PluginInstallation: Step 1: To start with the installation, Log in as Administrator into WordPress. Hover on ‘Plugins’ and click on ‘Add New’ to install thepackage. Step 2: To upload the plugin, click on the ‘Upload Plugin’ button. sales@crmjetty.com

  7. Step3:Now,clickonthe‘Browse’buttonandBrowsethezip file. After uploading the package, click on the ‘Install Now’ buttontoinstallthepackage. Step 4: Navigate to Installed plugins. Here, you can see “Customer Portal” plugin was successfully installed. But it’s stillinactive. sales@crmjetty.com

  8. Step5:Clickon‘Activate’toactivatetheplugin. Dynamics CRMConfiguration Step 1: Get the activation key from the Order Confirmation Mail. OR Login to your CRMJetty account then go to downloadable options and copy the activation key for the Dynamics CRM Customer Portalplug-in. Note: Applicable only if purchased fromCRMJetty. Step 2: Activate yourplug-in. Step 3: Once you import the solution, it will be displayed in the solutions gridview. sales@crmjetty.com

  9. Step 4: Double click on ‘DynamicsCRM Customer Portal for WordPress’ solution to configure the plugin with your licensekey. Step 5: This will open up a new window. Click on ‘Configuration’fromtheoptionsprovidedontheleftpanel. Step6:Youcanactivateyourone-monthfreetrial. Step 4: To get a one-month free trial license key, fill out the details,andclickonthe‘Activate’button. sales@crmjetty.com

  10. Your portal is ready touse. Now,talkingaboutCustomerportallogin: After configuring 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 modulesbasedontheaccessyou’veprovided. Dynamics Portal Login, Sign Up & ForgotPassword: Dynamics 365 portal loginpage 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 willallowportaluserstoaccesstheinterface. sales@crmjetty.com

  11. Note: OTP is valid for 30 minutes. If not used in that timeframethenrequestanewOTP. SignUp: Step 1: New customers can sign-up on the WordPressportal byclickingon‘Sign UpNow!’linkontheloginpage.Thislink willredirectcustomerstosignuppage. A new user can directly sign-up from the portal. The credentials will be verified to check whether any customer has been registered with the same username and email address.Ifanysuchuserdoesnotexistinthesystem,thena user willbecreatedintheDynamicsCRMContactsmodule. Step 2: Once signed-up from the portal, Users can directly login to the portal and can also access their WordPress accountwithouthavingtologinagain. sales@crmjetty.com

  12. Note: Already existing customers on both sides (WordPress andDynamicsCRM)won’tgetaccesstotheCustomerPortal automatically oninstallation. ForgotPassword: Step 1: Portal users can retrieve their login password using the ‘Forgot Password’ option. Click on the ‘Forgot Password’ optionandenteryourusernameandemailaddress.Clickon the ‘Submit’ button and you will receive a reset password link on youremail. sales@crmjetty.com

  13. Now, talking about the core features of the Dynamics 365 WordPressportal: Custom ModuleSupport: Not only custom modules, but our Dynamics CRMcustomer portal also supports all the default modules as well so that youcansharetherightinformationwithyourcustomers. CaseDeflection: This feature helps portal users to get probable solutions before generating a case. When a portal user can’t find solutions related to any queries or issues, they will be able to navigate to add a case option. Using the search barthey sales@crmjetty.com

  14. can simply search for their issue and if it is not found they can easily add theircase. 3. Role-basedAccessibility: You can create accessibility-based user groups and add contacts to assign specific roles. A Portal User can have accessonlytothemodulesthatareassignedtotheminthat specific group. Admin can create multiple groups and add contacts tothem. AboutUs 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-profit portal, etc. Get in touchwith us and we’ll help youkickstartyourjourneytowardscommunicatingbetter. Source: https:/www.crmjetty.com/blog/how-to-get-started-with -dynamics-365-portal/ sales@crmjetty.com

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