![]() ![]() Currently there are 4 types of Pre Configured Portal Solutions that are available to install according to the Portal audience you specify The Dynamics 365 Portals are designed to Increase customer engagement and create opportunities to connect with audiences. Admittedly its quite easy to make some novice mistakes when setting up your portals for the first time so I have shared my steps to help you get your Dynamics 365 Portal Trial Setup without a hitch. This helps keep your customer data accurate whilst providing a direct channel for you Customers, Partners or External Staff. Self-service portals allow customers to keep their own records up to date and manage incidents, thus reducing waste in processes that occur with unnecessary triaging and duplicated data inputs. Portals are now included in the Enterprise Plan for Dynamics 365 providing a valuable way for improving productivity and customer experience. ![]() This blog is aimed to help fellow Dynamics 365’ers with getting the Dynamics 365 Portal setup with either a production / sandbox or trial dynamics 365 instance. ![]()
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