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Hi,
I am very new to portals..I have a few questions.
My users have d365 customer engagement license.
Now, how can those users login to portals?
What is the option?
Hi Lin,
The Customer Self-Service Portal is designed for external users (non-CRM users) to access their information that's linked to the associated Contact/Account records. In this instance, the CRM licenses are not required (since the users are external to your organization) and pricing is based on the licensing for the Powerapps Portals for logins/page views.
If you are looking to provide internal access to the information via a portal, you will most likely want to use the Employee Self-Service template as a starting point. In this scenario there are 3 license types that will allow your users to the portal, found in the link below:
https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq#portals
For a breakdown of the different types of portal templates, you can review the link below:
https://docs.microsoft.com/en-us/powerapps/maker/portals/portal-templates
Hopefully this helps in your understanding of the portals!
Thanks!
Matt Bayes
I have a blog! Please follow me here for Dynamics 365 and Power Platform tips!
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