In a previous post, I walked through how to setup the “self hosted” version of Adxstudio Portals (v7). This would be your only option currently for an on-premise version of Dynamics CRM. If you use Dynamics CRM Online, you have the choice of a “self hosted” version (Adxstudio Portals) or to subscribe to CRM Online Portals (v8).
There are various reasons why you would choose one option over the other. I hope to write a blog posting on the differences and pros and cons. While similar, CRM online portals is where the portals team has been focusing their efforts and are coming up with a lot of great stuff.
The first step is getting a Portal subscription. There are a couple of different options.
You can request a trial here https://crmmanagedtrials.dynamics.com/ each request is reviewed and you will be notified when your request has been processed.
If you are a Microsoft Partner, you can get Internal Use Rights to add a portal subscription to your IUR Office365.
As a customer, when you are ready to buy, you can add a portal subscription.
Whichever method, the subscription is added via Office 365 -> Admin Center -> Subscriptions
Once your subscription is added, navigate to the Dynamics CRM Admin center.
Choose the “Applications” tab and you will see a listing of the add-ons available. Choose the Portal Add-On and select “Manage”
You will then need to select some configuration options for your portal. After a few moments, a portal will be deployed on Azure, attached to the Dynamics CRM organization you specified.
You will notice a new area and entities have been added to your Dynamics CRM organization.
The URL will be <<something>>.microsoftcrmportals.com You will be able to configure a custom URL and SSL for your portal.
You now have a CRM Online Portal deployed!
A few things to note. This process is a lot faster and less tedious than setting up Adxstudio Portals v7. That being said, CRM Online Portals are only available for Dynamics CRM Online 2016 update 1 (or newer, as Dynamics 365 will here very soon)