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 Joe D365

Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

There are 24 comments on this post

  1. Avatar for Joe D365
    Dynamics CRM
    April 30, 2013

    Dynamics CRM customer portal is very useful. Thanks for sharing this installation process.

  2. Avatar for Joe D365
    May 9, 2013

    Hi

    We are starting to use Dynamic CRM in our company.
    I’m responsible for the customer support part.

    Before the company decided on the Dynamic as a CRM solution, I have checked out several customer support solution for ticketing/chat/Knowledgeable/FAQ and so on. I found zendesk as a very good solution for our needs.

    My questions are:

    Can the portal accelerator meet the needs as zendesk?
    Can the portal be customized for look and feel?
    Does it support multilingual?.
    Can I have different content for different languages?
    Does it support Single-Sign-On? I want our end users that are using our on line service to be signed in to the portal directly after loging to our system.
    If any of these things can be done, are they out of the box or I need a programmer to do all of this?
    Thanks
    Sharon

    • Avatar for Joe D365
      powerjeff
      May 10, 2013

      Can the portal accelerator meet the needs as zendesk?

      Yes.

      Can the portal be customized for look and feel?

      Yes. The portal is written in c# dot net and the look and feel is fully customizable.

      Does it support multilingual?

      The portal is designed primarily with a single language adding multiple languages would require additional development.

      Can I have different content for different languages?

      The portal is designed primarily with a single language adding multiple languages would require additional development.

      Does it support Single-Sign-On? I want our end users that are using our on line
      service to be signed in to the portal directly after loging to our system.

      Yes. We often use azure ACS which allows easy single signon for on premises ad, google id, face book ids. Otherwise it can be configured for any authentication scheme.

      If any of these things can be done, are they out of the box or I need a programmer to do all of this?

      PowerObjects portal tool is designed to help start a new portal project. All changes and customizations require development. The finished portal is fully owned by our clients without any ongoing fees, but development is required for all customizations.

  3. Avatar for Joe D365
    Jason S
    June 14, 2013

    I followed your post and it appears to me that I successfully deployed the customer portal and have an active website named ‘CustomerPortal’ in Content Management Websites.

    What is the url to access the portal’s home page or is there anything else that needs to be done to access the portal? I can’t figure out what the path is to the portal home.

    Thanks for the help.

    • Avatar for Joe D365
      alexfagundes
      June 14, 2013

      Hi Jason – The portal will be a standard IIS web site. After you install it you may have to change IIS to listen on an specific ip address or port. OR if you have control of your dns you can add a dns entry to goto the portal.
      for example, if your ip address is 1.1.1.1 add a dns entry myportal.mycompany.com going to 1.1.1.1 then in IIS configure iis to listed on 1.1.1.1 AND host header of myportal.mycompany.com

      • Avatar for Joe D365
        Jason S
        June 14, 2013

        I’m setting this up for proof of concept on one host named s2012crm and am not certain how to configure IIS8 so that the subdomain customerportal.s2012crm is bound and actually points to the CRM2011 customer portal website.

        After performing the websitecopy of the xml data to CRM2011 an active customer portal website automatically appears in CRM2011>Content Management>Websites as well as in IIS8>Application Pools specified as .net v4 integrated.

        In IIS8 I right click on Sites and add a website selecting the new customer portal application pool and specify the content directory path to the web folder that’s been unzipped to C:CustomerPortalweb from the pinpoint customer portal zip or cab file. Binding type is http, ipaddresss is all unassigned, port 80, and the host name specified is customerportal.crm2011.local.

        When attempting to browse customerportal.crm2011.local or customerportal.localhost directly on the crm2011 host Internet Explorer shows ‘This page can’t be displayed’.

        Screenshots of IIS8 settings:
        http://imageshack.us/a/img833/4112/8lqx.jpg
        http://imageshack.us/a/img844/5334/7pbu.jpg

        What am I doing wrong?

        Thanks for the help.

        • Avatar for Joe D365
          Johnny
          June 24, 2013

          Hello – we are having the same problem. We follow the instructions to add the customer portal but we cannot find the URL to connect. Also nothing seems to be added to IIS. Do we need to do this part manually? Also in the Customer Portal documentation that is included in the zip package – it talks about AZURE in the “on premise” document. But we are not interested in hosting it the cloud.

          This article is good – but at the end it assumes the portal is just live in IIS – so we are confused as to how to get to the customer portal. Is there any good documentation on how to create the customer portal in CRM 2011?

          • Avatar for Joe D365
            Ian Salgado
            August 14, 2013

            Hi Johnny,

            I’m having the same issue here. I managed to successfully deployed the solution. However, when i go to
            CONTENT MANAGMENT > WEBSITE > WEBSITE > CustomerPortalName

            I can see it there but i do not know how to get to it.

            I deployed this in Dynamic CRM Online

            cheers

  4. Avatar for Joe D365
    David
    July 12, 2013

    I keep on getting the following error after I click Create Website in the final step:
    The entity with name = “adx_website” was not found in the MetadataCache.

    Any thoughts? Thanks!

    • Avatar for Joe D365
      Vidhi
      October 3, 2013

      Hi,
      Did you find a solution to this as I am also getting the same error. Please let me know.
      Many Thanks,
      Vidhi

      • Avatar for Joe D365
        David V.
        November 20, 2013

        Try importing CRM Sollution first, then run websitecopy.exe…
        Helped in my case, had exactly same error.
        Regards,

  5. Avatar for Joe D365
    Ali K. Barada
    August 30, 2013

    Hello,

    please can you help me, i am trying to deploy the customer portal as per your steps. I managed to complete everything until the last screenshot. I Have CRM 2011 on-premise, i had to deploy the website and creates the AppPool (v4.0 Integrated) manually. but i am not able to access the website (hosted under the port 8888 so http://servername:8888/Pages/Home.aspx should lead me to the homepage). Unfortunately an error is presented, it is related to some sort of configuration to the website:

    The remote server returned an error: (404) Not Found.
    Line 5: <crm:CrmEntityDataSource ID="CurrentEntity" DataItem="” runat=”server” />

    In the MasterPagesDefault.master

    Any thougths? Thanks!

  6. Avatar for Joe D365
    noor hafizah
    May 19, 2014

    Hi,
    Im still baby in CRM, one of my project is to setup CRM portal.
    Because one of our client have 20,000 users and to avoid buy lisence the best way is to create one portal to allow create new cases only.
    How my portal “New case” can link to Dynamic CRM 2011. Please advise
    Thanks.

  7. Avatar for Joe D365
    Abu Danial
    December 17, 2014

    I need to implement this on an on-premise crm 2011, but cannot find the setup files to download. Pinpoint no whas only the 2013 version. Can anyone help me with the 2011 version of the customer portal please.

  8. Avatar for Joe D365
    Randy
    June 3, 2015

    hey joe . thanks for answering my other question the other day.. ok I am really stumped on this .. I have crm 2015 on prem 7.0.1 I can get this to work and changing the web.conf and creating the xms.cs file loading it to our local iis 8 2012 server . but the site just fails .

    throwing a messages like this .. from a local pc just states runtime error “Server Error in ‘/’ Application”

    form the server directly is throw several

    Could not load file or assembly ‘Microsoft.Xrm.Sdk.Deployment’ or one of its dependencies. The located assembly’s manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)
    now am I loading something in correctly . I have been messing with this off an on for a few days now . no luck .. any help would be great
    Randy

    • Avatar for Joe D365
      Randy
      June 3, 2015

      Joe on further troubleshooting I am able to get the partner portal to work but the customer portal doesn’t work .
      in the walkthrough it stated if we are running both portals on the same org to not run the import for the solution . so we installed the partner solution . that now works .. but I cannot get the customer portal to work
      setup on iis
      partner portal :8081
      customer portal :8080
      the customer portal gives me all those errors .

    • Avatar for Joe D365
      Randy
      June 3, 2015

      Joe if you are still monitoring this post .. I found the issue the issue is or was the dll’s in the web/bin folder are dated from 12/14 and t he ones I have for the Partner portal are dated 5/15 so I copied the newer dll’s to the customer portal bin folder an now both sites are up and working .. ya team ”

  9. Avatar for Joe D365
    Saravana kumar
    June 3, 2015

    We are using CRM 2015 On-premise. How can I generate or find XML file?

    • Avatar for Joe D365
      Randy
      June 3, 2015

      Randy • a few seconds ago

      there should be a sample xml file in the solution package .. look under the web folder in the solution

      • Avatar for Joe D365
        Saravana kumar
        June 4, 2015

        Randy, I’m little bit confused, could you please tell me in this article you mentioned in the “Step 5 : Select you Xml File” . Where can I find that Xml file for our On-premise CRM 2015

  10. Avatar for Joe D365
    Randy
    June 3, 2015

    there should be a sample xml file in the solution package .. look under the web folder in the solution

  11. Avatar for Joe D365
    Uday
    July 20, 2015

    Hi Joe,

    I have installed this on CRM 2015 online and everything is successfully installed on CRM. As this is the first time am doing this, can you help me how to deploy this or add this site to our existing company website please.

    Thanks
    Uday

  12. Avatar for Joe D365
    gosfe25
    January 19, 2016

    Does it support integration with Dynamics CRM Online?

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