Knowledge Base Articles

 
     
Term: CRM Portal
5 found

How clients access the portal?

For client to access the portal he or she must be a contact record in Dynamics CRM. If the client does not have a contact record in CRM or not sure if he has one, the client can use the New User Registration Form to submit his personal details. We identify the person logging on the portal or registering as new user, by the person’s Email address. The User Name to logon the portal is always the email address of the client, and the password is saved in the Contact record, in the section named: Access Privilege from Customer Portal.
CRM Portal
CRM Portal

How to replace company logo and images?

 

You can easily replace the images we use in Dynamics Portal with other images. 

The following table provides the thumbnail of the images we use in the portal, description, size, file name and location.

If you are not familiar with Visual Studio, you can replace the images in the Published Solution zip file, and they are found in three locations:

  • - Images Folder
    - Images subfolder in the Content folder
    - The root directory of the zip container

  • These relative paths are also used to store the images in Visual Studio

 

CRM Portal
CRM Portal

Editing Web.Config file

By default, Dynamics Portal is connected to our CRM server, and the return URL (the redirection page after log off) is to our website (www.DynamicsObject.Com)

To point the portal to your Dynamics CRM (online or on premise) and redirect it to your website or a page on your website, you need to edit the file web.config, included in the published and in the Visual Studio solution.

Open web.config with Notepad.

CRM Portal
CRM Portal

How to upload portal to IIS?

On IIS server create new directory called: Portal

Copy the file “Published Portal.Zip” to the Portal directory and unzip it.

Start IIS

Select Default Web Site and right click: Add Application

CRM Portal
CRM Portal

How to upload portal to Azure?

There are two ways to upload the portal to Azure, using FTP or directly from Visual Studio.

FTP – using program like Filezilla, connect to the Azure URL for FTP or FTPS hostname, using username and password of FTP/Deployment username. 
Unzip the file “Published Portal.Zip”, and upload the unzipped files and directories to the default location for website, at: /site/wwwroot. You upload to FTP by selecting the files and subdirectories of the published portal and dragging them to the selected location (directory) on Azure.

CRM Portal
CRM Portal

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