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Installing Multiple CRM Portals Instances for Microsoft D365 CRM Online.

 Lester D'Souza   Leave a comment

Introduction:

In this blog, we shall see how can a user install multiple Portal Instances for Microsoft D365 CRM Online.

Pre-Requisites:

  1. D365 CRM Portals
  2. D365 CRM Environment

Overview

1. A user can set up more than one Portal for a given D365 Environment provided that the second portal is different from the first portal that is installed.

For eg: If the user has already installed a community portal then the user will have to install a different type of portal like partner portal , employee portal etc.

2. The user cannot install two portals of the same type.

For eg. If the user has already installed a customer portal then he cannot install multiple portals which are customer portals.

3. As we know that a user can have multiple portals associated with the same D365 (CRM) instance and along with a single D365 Subscription the user gets out of the box a single portal license, which means that the user gets only one free portal add-on.

4. The user can go to the Instance page and install multiple portals as shown below in the available multiple options.

In order to have a second portal add-on on the D365 instance the user will have to follow the Steps given below:

Step 1: Opening the Admin Center.

 Go to D365 and open admin as shown below.

Step 2: Opening the Purchase Service

In the Admin Center Page click on the Billing option in the left side menu bar and select Purchase Services under that.

Step 3: Selecting the Subscription

In the Purchase Services, we will have to find the following subscriptions which are as follows:

  1. Dynamics 365 Enterprise Edition – Additional Portal
  2. Dynamics 365 Enterprise Edition – Additional Portal Page Views

**Note: These Licenses are only shown to the user if they have a purchased license and are not using trial version of the license


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