Dynamics 365 Self Service Portal is the latest addition to Microsoft Dynamics 365 product. It is a web-based portal that allows users to manage their Dynamics365 entities, tasks and reports from a single location. In this article, we will show you how to login to Dynamics 365 Self Service Portal.
How to login to Dynamics Self Service Portal
To login to Dynamics Self Service Portal, you will need your login credentials and the Uniform Resource Locator (URL) for the portal. To find your login credentials, go to the My Account page and click on the Login link. This will take you to the Login page. Here, you will see your login name and password. To find the URL for the portal, go to Settings and look under the General tab. The URL for the portal will be listed there.
How to create a new user account in Dynamics Self Service Portal
If you want to use Dynamics Self Service Portal, you first need to create a user account. To do this, you will need to login to the portal using your login credentials.
To create a new user account, follow these steps:
1. Click on the Users link on the main toolbar.
2. Click on the Create New User button.
3. Enter your name and email address in the required fields, and click on the Submit button.
4. You will be redirected to the login page of Dynamics Self Service Portal. Enter your login credentials in the appropriate fields and click on the Log In button.
How to manage users and groups in Dynamics Self Service Portal
In Dynamics Self Service Portal, you can manage users and groups to control who has access to your data. This article will teach you how to do this.
To start, open the Dynamics Self Service Portal by navigating to https://{yourdomain}/dynamics/selfservice/. Once you are in the portal, click on the Administration tab in the top left corner. This will open the Administration page.
On the Administration page, you will see a list of users and groups. To add a user or group, click on the Add User button or Add Group button, respectively. These buttons will open a dialog box where you can enter the user's or group's name and password. After you have entered the information, click on the Add button to add the user or group to the list on the Administration page.
You can also manage users and groups by using the Manage Users and Groups tool located under System Tools in the portal's toolbar. This tool allows you to view all users and groups, change their passwords, and delete them from your system.
How to access and configure dashboards in Dynamics Self Service Portal
To access and configure dashboards in Dynamics Self Service Portal, you first need to login to the portal. You can login to the portal by clicking on the "Login" button on the main page of the portal, or by using the login credentials that you originally set up when you signed up for Dynamics Self Service.
Once you have logged in, you can access the dashboards by clicking on the "Dashboards" button on the left-hand side of the screen. Each dashboard contains different information about your business. For example, you might want to access a dashboard that shows how much money your company has been making each month.
To configure a dashboard, simply select the bar below it and then click on "Configure." This will open a window where you can customize the content of the dashboard.
How to export data from Dynamics Self Service Portal
To export data from Dynamics Self Service Portal, follow these steps:
1. Log in to Dynamics Self Service Portal.
2. Click the Accounts tab.
3. Click the Data Export button.
4. On the Data Export page, select the data you want to export.
5. Click the Export button.
How to import data into Dynamics Self Service Portal
If you are new to Dynamics Self Service Portal, you may be wondering how to import data into the system. Data imports can be a great way to manage your business information. You can also use data imports to keep your systems synchronized.
To import data into Dynamics Self Service Portal, first open the portal on your computer. Next, click the Import button on the main toolbar. The import wizard will open.
To import data from a file, select the File tab and click the Import file button. The file dialog box will open. In the file dialog box, select the file you want to import and click OK.
Conclusion
In this article, we will be discussing the Dynamics Self Service Portal how to login. This article will include instructions on how to sign in to your Dynamics Self Service Portal, as well as how to create and manage users and groups. If you need assistance with anything related to the Dynamics Self Service Portal, be sure to read through this guide for step-by-step instructions on how to get help.