Work 365 brings self-service capabilities using Dynamics 365 Portals. The self-service module allows end-customers to self-manage their license based subscriptions online, saving time and cost for the CSP partner.
The following pre-requisites must be in place before the Dynamics Portals setup can be initiated. This guide assumes that the reader has basic knowledge of CRM administration, including importing solutions.
- The user performing these actions should have the System Administrator role in Dynamics 365.
- Dynamics 365 tenant with Work 365 solution installed and configured
- Dynamics 365 Customer Self-Service Portal to be installed and configured.
- Details on how to do this can be found at https://bit.ly/2HvdAqE
- Portal Audience: Customer
- Portal Type: Customer Self-Service
- Note the Portal URL; you’ll need this later.
- Browse the portal once the setup is completed and ensure that the portal is functioning.
Once the portal has been set up, the Work 365 Self-Service module should be installed. This creates the necessary CRM objects required to enable the self-service capability.
- Import the work365selfserviceportal_prod_x_x_x_x_managed.zip solution into Dynamics 365. (where x_x_x_x is the solution version number)
- Ensure that the options on the Import Options screen are selected as below.
- Once the Import process is completed, click on the Work 365 Self-Service Portal solution that was just imported, to open the Solution Window.
- Click the Initialize Portal
- Once the process completes, close the window.
- Restart your Dynamics 365 portal.
- Use the URL link from the Dynamics 365 Administration Center page to log into the self-service portal.
- Office 365 Homepage > Admin > Admin Center > Dynamics 365 > Self-Service Portal (configured) > Manage > Under Portal Details: Portal URL
The Portal should update after 15 min. Hit refresh. Then a successful initialization will show a Work365 drop down.