Get started with portals

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Power Apps portal isn't automatically provisioned when a new Dataverse environment is created. You'll need to provision a Power Apps portal and determine the name, default URL, language, and template.

Important

To provision a portal, you must be assigned to the System Administrator role in the Dataverse environment that is selected for the portal.

Portal templates

Portal templates are preconfigured portal solutions that are available to accelerate deployment. Power Apps portals are customizable, but a portal template will provide a preconfigured environment that is immediately suitable for specific scenarios.

If you select an environment that contains Microsoft Dataverse, you can create a blank website portal. The blank website portal comes with the sample data to help you get started quickly.

If you select an environment that contains customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, or Dynamics 365 Project Service Automation), you can also create the following portals:

Portal features

Each starter portal includes a particular set of features designed to accelerate solution development that targets the selected audience.

Portal template Audience Workload
Community Partner, Customer Choose this template to provision a portal that is focused on an online community. This portal will contain features such as forums, ideas, blogs, and case management.
Customer self-service Partner, Customer This template provides the ability for portal users to search knowledge articles, submit cases, and participate in discussion forums to resolve issues.
Employee self-service Employee This portal allows employees to access a centralized knowledge article and to also submit cases.
Partner Partner, Customer, Field Agent Choose this template to build a portal where external partners can manage and collaborate on accounts and opportunities. Add-ons are available for Dynamics 365 Field Service or Dynamics 365 Project Service.
Field Service Customer This portal enables self-service scheduling capabilities for your customers. Requires Dynamics 365 Field Service.
Customer portal Enterprise B2B The Dynamics 365 Supply Chain Management Customer portal is a template that provides portal access to Dynamics 365 Supply Chain Management data by using dual-write Microsoft Dataverse tables.
Modern Community Customer, Community This solution helps your organization invite customer suggestions and crowdsource portfolios of outside-in ideas. End users can share new ideas with organizations and collaborate on a social scale.
Intelligent Order Management Customer Dynamics 365 Returns enables the customer with a hassle-free returns experience with choices from a whole range of delivery providers to drop off their items.
Blank website Other Use the blank website template for unique line-of-business scenarios where the other templates are not a good fit. The portal can be configured and customized to address a variety of requirements.

Note

The starter portal selection defines a specific set of features. If a portal is provisioned within a Dataverse environment with Dynamics 365 apps installed, specific features from the other starter portals can be added later, as required.

Provision a portal

To provision a Power Apps portal you need a Dataverse environment. Multiple portals can be provisioned in the same environment, subject to the capacity limits. See Create additional portals in an environment for more information.

Note

A portal is always created as a trial that can later be converted to a production portal.

Blank website portal

To provision a blank website portal:

  1. Sign in to Power Apps.

  2. Select a target environment by using the environment selector in the upper-right corner.

  3. On the left menu, select + Create.

  4. In Create your app section, select Blank app. Screenshot of steps to provision a starter portal.

  5. Select Create from the Blank website option. Screenshot of the options for an app in the environment.

  6. Provide a name, a unique address (URL), and select a language. Screenshot of the options for starter portal.

    Tip

    To create a portal in a different language, you must first enable the language in the environment so that it becomes available in the language drop-down list.

  7. Select Create to start the portal provisioning process.

    After portal provisioning has completed, the portal will appear in the list as an app of type Portal.

  8. Select Apps in the left menu then select the app of type Portal to open the portal website. Screenshot of the open provisioned portal.

  9. The blank portal with sample data will open in a new tab. Screenshot of the blank website portal.

Detailed step-by-step instructions to provision a portal are available at Provision a portal.

Dynamics 365 portals

If you have Dynamics 365 customer engagement apps deployed in your Dataverse environment, additional portal templates, such as Customer self-service, will be available. To provision a portal in an environment with Dynamics 365 customer engagement apps:

  1. Sign in to Power Apps.

  2. Select a target environment by using the environment selector in the upper-right corner.

  3. On the left menu, select + Create.

  4. Scroll down to Start from template section.

  5. In the search box on the right-side of the screen, enter "Portal". Screenshot of the Dynamics 365 customer engagement portal.

  6. Select the required portal template.

  7. Provide a name, a unique address (URL), and select a language.

  8. If Partner portal template is selected, you can additionally include Field Service or Project Service add-ons. These options are enabled if you have Dynamics 365 Field Service or Dynamics 365 Project Service Automation installed, respectively. Screenshot of the Partner portal provisioning.

  9. Select Create to start the portal provisioning process.

    After portal provisioning has completed, the portal will appear in the list as an app of type Portal.

Modern Community portal

To provision a Modern Community portal, you must have Dynamics 365 Customer Service Community app installed. If you don't have this app installed, see Get started with Community for installation instructions.

To provision a Modern Community portal:

  1. Sign in to Power Apps.

  2. Select a target environment by using the environment selector in the upper-right corner.

  3. Scroll down to Start from template section.

  4. In the search box on the right-side of the screen, enter "Modern".

  5. Select the Modern Community portal template. Screenshot of the Provision Modern Community portal.

  6. Provide a name, a unique address (URL), and select a language.

  7. Select Website name from the list of available websites. Screenshot of the Provisioning Modern Community site.

  8. Select Create to start the portal provisioning process.

    After portal provisioning has completed, the portal will appear in the list as an app of type Portal.