Provision a portal using the older portal add-on

If you have purchased an older portal add-on, and want to provision a portal using the add-on, you must go to the Dynamics 365 Administration Center page and provision the portal.

Note

  • To provision a portal, you must be assigned either System Administrator or System Customizer role of the Common Data Service environment selected for the portal. You must also have the required permissions to create and register an application in Azure AD. If you don't have the required permissions, contact the Global Administrator to update your permissions or ask the Global Administrator to provision the portal.
  • There can be only one portal of each type and for a language created in an environment. For more information, go to creating additional portals.

Provision add-on portal

To provision a portal:

  1. Sign in to Power Platform admin center.

    Power Platform admin center

  2. Select and expand Resources from the left pane.

    Power Platform admin center - Resources

  3. Select Portals.

    Power Platform admin center - Portals

  4. Select a Portal Add-on with the status of Not configured.

  5. Select Manage from the top menu.
    You can also select More portal options (More portal actions), and then select Manage instead.

    Manage portals

    A new browser tab opens to fill in the portal details.

  6. In the General Settings section, enter a Name for your portal. The Name will help to identify the portal and can be changed later.

    Enter portal name

  7. The Type field represents the type of portal subscription (Trial or Production). This is a system field, and it can't be changed.

    Important

    The value changes based on whether it is trial subscription or paid subscription.

  8. Enter portal URL of your choice.

    Enter portal URL

    Note

  9. Select the Dynamics 365 instance for this portal.

    Select Dynamics 365 instance

    Note

    You must be a member of the System Administrator or System Customizer role in the instance to be able to select an instance.

  10. Select the portal language. The available languages will depend on the languages that are installed in your instance.

    Select the portal language

    Note

    Sample data is only provided in one language, so choosing a default language will also decide how the sample data is translated. Arabic and Hebrew are not supported and will not appear in the list.

  11. Optionally, in the Portal development status drop-down list, select one of the following development statuses for your portal:

    • Prototype
    • Development
    • Test
    • UAT
    • Live

    Note

    • For existing provisioned portals, this drop-down list is available on the Portal Details tab and no status is selected by default.
    • This drop-down list is available only for the portals of type production.
    • This field is used by Microsoft to understand the usage pattern of this portal and does not affect any functionality. If you use different names for development lifecycle, please select the one which is closer in purpose. This can be changed at a later point of time once portal is provisioned.
  12. In the Portal Audience section, choose the type of audience who will visit the new portal. This will determine what options of portals you will be given. You can choose:

    • Partner

      • Dynamics 365 Portals - Custom Portal
      • Dynamics 365 Portals - Community Portal
      • Dynamics 365 Portals - Customer Self-Service Portal
      • Dynamics 365 Portals - Partner Portal
    • Customer

      • Dynamics 365 Portals - Custom Portal
      • Dynamics 365 Portals - Community Portal
      • Dynamics 365 Portals - Customer Self-Service Portal
    • Employee

      • Dynamics 365 Portals - Employee Self-Service Portal
  13. Select the checkbox if you want to enable the portal for early upgrade.

    Select early upgrade

    More information: Upgrade a portal.

  14. Verify all the information, and then select Submit.

    Select Submit

  15. Select Accept to accept the Terms of Service.

After you accept the Terms of Service, the portal will begin provisioning. Provisioning usually takes 30 minutes but can take a few hours depending on the system load. You can also check the status using the link on the request submission page.

Create portal request

After the portal is provisioned, the Portal Details page is displayed with the required details.

Portal details

The Power Platform admin center now shows the portal in Configured state.

Admin center update

Note

When a portal user signs in to the portal for the first time by using an Azure AD credential, a consent page is displayed to all users irrespective of the user or portal type.

The table below summarizes the features associated with each portal option:

Feature Customer Self-Service Portal Partner Portal Employee Self-Service Portal Community Portal Custom Portal
World Ready * * * * *
Multi-Language Support * * * * *
Portal Administration * * * * *
Customization and Extensibility * * * * *
Theming * * * * *
Content Management * * *
Knowledge Management * * * *
Support/Case Management * * *
Forums * * *
Faceted Search * *
Profile Management * *
Subscribe to Forum Thread * *
Comments * * *
Azure AD Authentication *
Ideas *
Blogs *
Project Service Automation Integration *
Field Service Integration *
Partner Onboarding *
Portal Base * * * * *
Portal Workflows * * * * *
Web Notifications * * * * *
Microsoft Identity * * * * *
Identity Workflows * * * * *
Web Forms * * * * *
Feedback * * * * *

Troubleshoot provisioning

Sometimes the package installation process or URL creation process can error out. In these cases, the processes can be restarted.

If Name-Configuring changes to Name-Provisioning Failed, you need to restart the provisioning process.

  1. Go to the Applications page, and select the portal.

  2. Select the blue pencil button labeled Manage.

  3. Choose one of the following options:

    • Restart Provisioning: Restarts the installation process with the configuration that was previously defined.

    • Change Values and Restart Provisioning: Lets you change some of the values before restarting the provisioning process.

If the package installation has failed, the portal administrator page will open without any issues, but navigating to the actual portal URL will show a message Getting set up. To confirm this:

  1. Go to the Solution Management page of the Dynamics 365 Administration Center page and check that the package status is Install Failed.

  2. If the package status is Install Failed, try retrying the installation from the solution page. Also, be sure to check that a system administrator is installing the solution with the default language in Common Data Service set to the language the portal should be installed in.

Note

Some solutions have prerequisites for their installation, so an installation will fail if the prerequisites are not met. For example, to install the Partner Field Service for a partner portal, the Partner Portal and Field Service solutions must have already been installed. If you attempt to install the Partner Field Service first, the installation will fail and give you an error message.

See also

Microsoft Learn: Administer Power Apps portals