Portal checker

Portal checker for Dynamics 365 for Customer Engagement Portal is a self-service diagnostic tool that can be used by portal administrators to identify common issues in their portal. Portal checker helps to identify issues with your portal by looking at various configuration parameters and provides suggestions on how to fix them.

When you run the diagnostic tool, the results are displayed in the Diagnostic results section in a grid format. The results grid has the following columns:

  • Issue: Displays the top-level issue faced by a customer; for example, performance issue.
  • Category: Displays the top-level area where issues can be categorized; for example, provisioning, solution upgrade, and so on.
  • Result: Displays the status of issue; for example, error, warning, and so on.

By default, information in the grid is sorted by the Result column in this order: error, warning, and pass.

Diagnostic results

You can expand an issue to view detailed information and mitigation steps. If the mitigation requires any action, you'll see a button that will perform the action. You can also provide feedback on whether the mitigation was useful.

Expand an issue in diagnostic results

If required, you can rerun the diagnostic checks, which will refresh the results with updated data.

Note

If portal is turned off or IP address filtering is enabled, certain diagnostic checks will not be run on your portal.

For a list of common issues diagnosed by the portal checker tool, see Common portal issues diagnosed by portal checker and their best practices.

To run the diagnostic tool:

  1. Go to the Dynamics 365 Administration Center page and select the Applications tab.

  2. Select the name of the portal for which you want to run the diagnostic tool, and then select Manage.

  3. Go to Diagnose and resolve problems.

    Run the diagnostic tool

  4. Select Run diagnostics. The diagnostic session will start and gather data about the customer issues. The results are displayed in the Diagnostic results section.

    Diagnostic results

  5. To rerun the diagnostic checks, select Refresh results.

    Refresh diagnostic results