HOW TO CREATE, SET UP AND PROVISION POWERAPPS PORTAL

With PowerApps portals, you can give the opportunity not only for internal users but for external users as well to work and interact with the data stored in you Microsoft Dataverse environment.

In the following steps, we will see how to create, set up and provision a PowerApps portal

  1. Sign in to your Power Apps environment
  2. Under Make your own app in the Home menu or Three ways to make an App in the Apps menu, select Portal from blank
    PowerApps portal provision

  3. If the selected environment does not contain the needed pre-requisites to provision a portal app, a message is displayed suggesting to select another environment or to create a new one.
    Check this post if you want to create a new Dynamics 365 trial environment
  4. In the new popup window, enter a name and address for the portal website, and select the needed language
    PowerApps portal provision2

  5. Once done, click Create and the portal will start provisioning
  6. After the portal is successfully provisioned, a notification will be displayed and the portal is displayed in the Apps list an you wil be able to apply many actions like Edit, check the Settings, Browse...
    PowerApps portal provision3

    PowerApps portal

Other than the Portal from blank template that comes with sample pages that allows you to start from scratch, you can create portals from a template based on your needs.
Before you select one of the following templates, you have to make sure that your environment contains one of the customer engagement apps (Sales, FS, PSA...)
  • Community portal: This template is used to create forums, blogs and polls that will help you get the feedback through comments and ratings.
  • Customer self-service portal: This template is mainly used for case management to allow the customer to create/edit cases. In addition, they can have access to a support ressources to help solve their problems
  • Partner portal: This template will allow organizations with resellers or partners to manage the pipeline of the vendors and customers they work with and give access to every stage of shared activities.
  • Employee self-service portal: This template is mainly targeted to the internal staff to find solution/answer for a specific problem/quesiton by using Knowledge base articles
  • Customer Portal: This template allows companies to connect an externally facing B2B website to an associated Dynamics 365 for Supply Chain Management environment. It allows external users to create and view orders to the associated environment.
  • Field Service Portal: This template allows customers to book service appointments online without calling an agent where you need to have a Dynamics 365 Field Service version (8.8.30.103) or higher in your environment.
PowerApps portal templates


Bonus Tip:
If you want to use a different language in the portal, you must first enable the language in the environment and then, it will become available in the language list.


You can check this page for more portal-related articles like:

Hope This Helps!

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