Work 365

Self Service Portal Setup

1043 views October 9, 2018 April 3, 2020 4

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.

Pre-requisites

The following pre-requisites must be in place before the Dynamics Portals setup can be initiated. This guide assumes that the reader has a 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 here
    • Portal Audience: Customer
    • Portal Development Status: Live
    • 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.
  • Enable the English Language in CRM – Work 365 supports multiple languages; in the backend infrastructure English is required. Enabling English as a language in CRM ensures all backend processes can run without issues.
    Refer to this Microsoft doc to enable English as a language.
  • Please ensure that the Work 365 Service account has a System Administrator to complete the installation and setup.

Solution Installation

Once the portal has been set up, the Work 365 Self-Service module is a solution install. If you have the portal solution enabled on your service plan you will find the link to download the portal solution through the Help&About page. Navigate to the Help & About page for Work 365 and find the Portal Solution download file under the Useful Links Section.

This creates the necessary CRM objects required to enable 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.
  • Please ensure that the Work 365 Service account has a System Administrator role before you click the Initialize Portal. This role can be removed after the portal is initialized. 

work 365 self service portal

  • Click the Initialize Portal
  • Once the process completes, close the window.
  • Please follow the additional instructions detailed in the Self Service Portal Set up for 2.7 if installing/ upgrading to Work 365 Self Service v2.7.2.0  for the first time.
  • Please
  • Please follow the additional instructions detailed in the Self Service Portal Set up for 3.0 if installing/ upgrading to Work 365 Self Service v3.0 for the first time.
  • 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 dropdown.

work365 drop down

 

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