POWEROBJECTS

718 Washington Ave. N. Suite #101
Minneapolis, MN 55401
View map and all Locations

Send us a message

The Dynamics CRM Customer Portal can help organizations maximize their businesses ability while managing interactions within Dynamics CRM. This blog will walk you through the website installation of the Customer Portal for Microsoft Dynamics CRM 2011.

customizing

Below are the steps and screenshots for the website installation. (We’ll cover how to update and how to use the Customer Portal in future blogs.)

1. First, download the Customer Portal for Microsoft Dynamics CRM 2011.

2. Use the WebSiteCopy.exe utility included in the package to copy portal web site into CRM.

CRM 2011 Customer Portal3. Follow the steps in the wizard. Below are screenshots of the prompts you’ll receive in the wizard and how to proceed. Click Next in the screenshot below.

CRM 2011 Customer Portal

4. Choose “XML file.”

CRM 2011 Customer Portal

5. Browse for your XML file.

CRM 2011 Customer Portal

6. Choose “Customer Portal” and click Next.

CRM 2011 Customer Portal

7. Select “Microsoft Dynamics CRM server” for the destination of the website.

CRM 2011 Customer Portal

8. Specify authentication, URL, username and password.

CRM 2011 Customer Portal

9. Select the name of your organization and click Connect.

CRM 2011 Customer Portal

10.  Now click Copy to copy your connection.

CRM 2011 Customer Portal

11. Label the website name “Customer Portal Test.”

CRM 2011 Customer Portal

12. Verify your website copy information is correct, then click Create Website.

CRM 2011 Customer Portal

CRM 2011 Customer Portal

Ta da!

CRM 2011 Customer Portal

At this point, the website named “Customer Portal Test” should be successfully installed and integrated with Dynamics CRM.

CRM 2011 Customer Portal

If you deployed your portal, you will see a home page like the one below.

CRM 2011 Customer Portal

Voila!

Stay tuned for an upcoming blog where we’ll show you a some examples of how to update the portal, such as how to replace the Contoso logo to your own site logo.

For further reading on portals, check out our blog on Dynamics CRM portal authentication methods.

Happy CRM’ing!

Avatar for JoeCRM

JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.