Reset a portal

Once a portal is provisioned, you might need to delete resources from your portal under certain circumstances, such as if you move your Dynamics 365 for Customer Engagement organization to another tenant or another datacenter or if you want to remove the portal from your organization.

To do this, you can reset your portal, which will delete all the hosted resources associated with it. Then you can provision the portal again. Once the reset operation is finished, your portal URL will not be accessible anymore.

It is important to note that resetting your portal doesn’t remove portal configuration or solutions present in your Dynamics 365 for Customer Engagement instance and they will remain as is.

You can reset a completely configured portal, or a portal for which provisioning or updating of a Dynamics 365 for Customer Engagement instance has failed.

To reset a configured portal:

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

  2. Select the name of the portal that you want to reset, and then select Manage.

  3. Go to Portal Actions > Reset Portal.

    Reset a portal

  4. Select Reset in the confirmation window.

Note

  • If you don't have appropriate permissions on an associated Azure Active Directory application, an error is displayed. You must contact the global administrator for the appropriate permissions.
  • When the portal is reset successfully, the portal name and its status on the Applications tab on the Dynamics 365 Administration Center page does not change. For example, if your portal name and status were Portal 1 and Configured respectively, then after resetting the portal, these values do not change. If you want to change the portal name, you can change it on the Portal Details tab in the Portal Admin Center. However, the status value cannot be reverted to Not Configured.

It is important to note that the portal's status on the Applications tab does not represent its provisioning status and does not affect the functioning of your portal. It just shows whether you have ever accessed the Portal Admin Center for that corresponding portal or not.

If your portal is not provisioned correctly, it goes into an error state and the following screen is displayed. In this case, you can also reset the portal by selecting Reset Portal on the error screen.

Error while provisioning a portal

Troubleshooting

This section provides information about troubleshooting issues while resetting a portal.

Reset request could not be submitted

If a portal reset request could not be submitted, an error is displayed as shown in the following image. In this case, you must close and reopen the Portal Admin Center, and try to reset the portal again. If the issue persists, contact Microsoft support.

Error while resetting a portal

Reset portal job fails

If a reset portal job fails, an error message is displayed along with the Reset Portal action.

Error while resetting a portal

Typically, these are transient errors and you must select Reset Portal to restart the job. If the issue persists, contact Microsoft support.