Dynamics 365 Customer Portal is a web-based application that allows you to manage your customer relationships, including managing orders, tracking orders, and managing customer contact information. In this article, we will show you how to login to the portal and start using it.
How to login to the Dynamics Customer Portal
To access the Dynamics Customer Portal, users must first login. To do this, they will need their user name and password. To create a new account, click on the "Create an Account" link in the upper-right corner of the portal.
Once a user has logged in, they will be able to browse through the various pages of the portal. They can access information about their products, contact customer support, and more.
How to create an account
To create an account on the Dynamics Customer Portal, you will need to first create a login ID and password. You can either create a new account or sign in to an existing account.
To create a new account, click the 'Create an Account' link on the main navigation bar. You will be prompted to provide your name, email address, and password. Once you have created your account, you will be able to access all of the features of the Customer Portal.
How to add a new user
To add a new user to the Dynamics Customer Portal, follow these steps:
1. Log in to the Dynamics Customer Portal.
2. Click on Users from the main menu bar.
3. Click on the Add New User button.
4. Fill in the required information and click on OK.
How to remove a user
If you want to remove a user from the customer portal, there are several steps that you need to take.
First, you will need to log in to the customer portal. Once you are logged in, click on the "Users" tab at the top of the page. This tab will show all of the users that are currently registered with your account.
Next, you will need to select the user that you want to remove from the customer portal. You can do this by clicking on their name or by selecting one of their profiles.
Once you have selected the user, click on the "Remove User" button. This will take you to a screen where you can confirm that you want to remove this user from your account. Once you have confirmed this, the user will be removed from the customer portal and cannot login anymore.
How to manage users and roles
1. To manage users and roles in Dynamics Customer Portal, you first need to create a user account. This account will be used to login to the portal and access all of the features it offers.
2. After you create a user account, you can add users to it by clicking on the "Add User" button on the main page of the portal. You can add users as employees, customers, or partners.
3. To allow users access to specific features of the portal, you can assign roles to them. Roles allow you to control which users have access to which features of the portal. For example, you might want to give your employees access to all of the features of the portal, but prohibit customers from accessing them.
4. You can also disable users from logging in to the portal if they no longer need access to it. This will prevent them from inadvertently causing damage or interfering with other users' workflows.
How to manage sessions
To manage sessions, you first need to login to your Dynamics customer portal. To do this, open the Dynamics customer portal and click on the "Login" button in the top right corner of the screen. Once you're logged in, you'll be able to manage your sessions by clicking on the "Sessions" tab.
You can find all of your active sessions by clicking on the "Sessions" tab and then clicking on the "All Sessions" button. This will list all of your current sessions and their status. You can also change a session's status by clicking on the "Status" column and selecting one of the following options:
Active: The session is currently active and you can use it to access data or perform a task.
Pending: The session is still active but has not been completed yet.
Completed: The session has been completed and you can no longer use it.
How to troubleshoot issues
If you are having trouble logging in to your Dynamics customer portal, there are a few steps that you can take to troubleshoot the issue.
First, make sure that you are using the correct login credentials. You can find these credentials on your account page in the portal.
If you still cannot login, you can try restarting your browser or computer. Sometimes issues arise when the portal is not properly configured or when one of the websites that it links to is down.
If all of these solutions fail, you can contact customer support for assistance. They will be able to diagnose and fix the problem quickly.