How to Configure and use the Portal Solution in Microsoft Dynamics 365

In this blog I will let you know how to configure and use the Portal solution in Microsoft Dynamics CRM.

Installing/Configuring the Portal solution in Dynamics 365:

After successive registration of Microsoft Dynamics 365, don’t forget to configure the Portal Solution by navigating the Dynamics 365 in Office 365 Admin Centers.



Click Applications and select Portal Add-On, as its status is not configured it means you have to configure it out as per your organization requirements. So click the circled pencil icon to manage the portal solution.

D365-custom portal 1


Click Portal Details to add the following inside information:
  1. Name: Put a suitable name for your organization’s portal.
  2. Type: Select the type of your instance is Live or Dev (Production or Sandbox) respectively.
  3. Base Portal URL: Set the URL to access the portal.
  4. Portal Audience: Select the consultations whether it will be Customers or Employees.
  5. Select Website Record: There are 3 types of portals available out of box (as shown in the below image), select 1 to get started. You can swap it in future but remember you can only use one at a time.
  6. Portal State: Turn it On when you want it get visible for the audience, otherwise make it Off.
  7. Update: After putting all the info press this button OR every time you make changes click update in the end, you will find a message saying the update has been done successfully on the top of this form.

D365-custom portal 2


By Clicking Portal Actions you can perform various activities:
  1. Add a custom Domain Name: By adding SSL Certificate, you can upload a new SSL certificate but it must be a Personal Information Exchange (.pfx) certificate file that is less than 2 MB in size. Make sure it is not expired and that it is SHA2 encrypted, because SHA1 encrypted certs have been deprecated.
    or you can also use the existing one. Provide a Host name, then binds it and do confirmation. By following these steps you can able to add a custom domain name to your portal.
  2. Restart: You can restart/refresh your portal.
  3. Update Dynamics 365 URL: Whenever you change or modify your portal URL you can update it from here.
  4. Install Project Service: You can directly install Project Service Extension from here.
  5. Install Field Service: You can directly install Field Service extension from here.
  6. Get Public Key: The Microsoft Dynamics 365 platform applies an additional security restriction to registered offline plug-in assemblies. When Microsoft Dynamics 365 for Microsoft Office Outlook with Offline Access is installed, an AllowList key is added to the system registry on the client computer. For each assembly containing an offline plug-in that you register, you must add a registry sub-key under the AllowList key with the key name derived from the assembly’s public key token. Failure to add this key results in the offline plug-in not being executed by the platform even though the plug-in is registered. This walkthrough describes how to add this sub-key for a plug-in assembly. {Reference}

D365-custom portal 3


Manage Dynamics 365 Instance: This section provides information on how you add or edit instances of a Microsoft Dynamics 365 (online) subscription and set up additional non-production (Sandbox) instances.

manage dynamics 365 instance


Configuring Web Roles in Microsoft Dynamics 365:

As at least a user account of yours has to be to configures in the Portal with having the administrative rights in order to edit, add/remove the items, entities, titles, polls, check out boxes, and other things you need to apply on to your Portal.

Navigate to the Dynamics 365 portals -> Web roles -> you should be able to find the web roles there and you can also able to create a new web roles to dedicate it, to the Super Admin User/Contact in order to apply changes on to the portal.

web roles


Using Super Admin Rights on Portal Interface:

By going to the URL that you have set earlier in the portal configuration, you can able to open the portal website and get in by signing in. If you have Admin role then you can do the following:

  1. By redeeming the code get log in as Administrator.
  2. Link your CRM Entity Forms with your Portal.
  3. Edit, Add/Remove Navigational items.
  4. Create child Pages.




Hope you enjoyed my blog and let me tell you one more thing that Microsoft dynamics 365 portal solution have many many more flexible features inside of it. Its like that:

You name it, We have it!

So, stick with us AXPulse blogs mania and get more awareness about all products of Microsoft Dynamics.

AXPulse Advance Loan Management add-on for Microsoft Dynamics AX 2012


Innovative and diverse team-members at AXPulse have come up with an enhancement to HR Module under which an employer can create several loan benefit schemes. In order to safeguard this process, the employer needs to create eligibility rules, any employees who fits the description can then access the loan request form through an employee service portal and suggest a personalized payment schedule as per his/her convenience.

The loan payments, as advised by the employee will automatically be deducted from the pay statement of the employee under the deductions column and no extra efforts will have to be made by the employer.

Other key features of the add-on includes:

  • Employer can preset the benefit coverage period which will restrict the employee from making a loan request.
  • Employer needs to define the eligibility criteria for the loan benefit scheme.
  • Employer can create a mass enrollment scheme or specifically enroll an individual employee.
  • This loan payment schedule needs to be validated by a HR Manager.
  • Multiple loan schemes can be created by the employer within a financial year. For example Hajj loan, Student loan, Marriage loan etc
  • Automatic pop-ups to HR Manager if there are any unforeseen changes to the payment schedule such as long-term employee absence, employee resignation etc


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The potential users for this add-on are all MS Dynamics AX users who provide an interest free loan to their employees as a benefit scheme under the payroll cycle.

AXPulse will soon be making available the interest enabled version of this enhancement to completely cover loan transaction arrangements between an employer and an employee.

Developing a custom DIXF entity in Microsoft Dynamics AX 2012

Sometimes in Microsoft Dynamics AX 2012 you get a requirement to import a data for an entity which does not exist in DIXF. In this case you will need to create a new Custom DIXF Entity.

In this blog I am going to show you how to develop/create a new DIXF entity which I have done for one of our clients.


Go to Data Import Export Framework module and click on “Create a custom entity for data import/export” in the Common section.


A new wizard will open. Click next.


In the next screen you will be asked to choose a table for which the DIXF entity needs to be created.


In our case we selected VendBankAccount.


In the next screen the Entity Table Name, Entity Query Name, Entity Class Name will be automatically filled. You will need to select the Display menu item name based on the entity you selected and click next.


Select the fields you need. You can mark them to select some of the fields or click on Enable All to select all the fields and click next. 006

Click finish to complete the wizard.


After some time of processing AX will automatically create a Private Project which will contain all the objects related to your custom DIXF entity.


Go to Target Entities Form. Click new and select the new custom entity from the lookup.


Give the Entity name and click save. 010

You custom DIXF entity has been created.


Cortana Intelligence Service Management in AX 2012

This blog focuses on the Cortana Intelligence Services Management Module that Microsoft has introduced with the Cumulative Update 12 of Dynamics AX 2012 R3, by the end of this blog we’ll be able to setup and integrate AX with Azure Cognitive Services. To start, let’s first start with a few definitions of what the Module is about.

Cortana Intelligence Suite

Microsoft Cortana Intelligence suite (CIS) is a collection of technologies for information management, big data storage, machine learning and analytics, and data visualizations. Cortana assistant on Windows 10, Chabot that is made by using Bot framework, Microsoft Cognitive Services, and many other applications use one or many technologies that are marketed under the Cortana Intelligence brand.



Microsoft Cognitive Services

The Microsoft Cognitive Services APIs are a suite of several general-purpose machine learning APIs that are made available in Microsoft Azure and can be used for any number of applications. These APIs simplify the whole process by abstracting away the complex machine learning models and the operationalization aspects, so that users can focus on real business problems. There are several categories of Azure Machine Learning APIs and the Knowledge category includes the Recommendations API.

Recommendations API

The Recommendations API exposes a general-purpose recommender system capability that is wrapped in an easy-to-use representational state transfer (REST) API. Our goal is to enable several business processes that involve customer recommendations to use this functionality.

Let’s move towards the setup and configuration to use Recommendations with AX, as said earlier, to use the Cortana Module we must either have AX 2012 R3 CU 12 or hotfix that is available for this particular module. Once you have CU 12, a module named Cortana Intelligence Services Management will be added to your modules.



To setup and use Recommendations API, we must have an active Azure account that will be used to create Cognitive services account in the Azure portal.


Once the account is created, copy the API key and move back to AX.



Click on the Global parameters link in Setup menu of Cortana module


Enter the services account name and the API key that we got in the previous phase.


Just to go through, click on the model build parameters option again in the Setup menu.




It will open up a dialog with all the default settings for FBT, Recommendation and Rank Build Parameter, we do not intend to change it for the sake of this blog.



On the Cortana Module, the Main Menu consists of Azure Recommendations setup and configure material, the most important item in all are the Recommendation models that are created by us.



Once you click the link, a form will open up with all your recommendation models, you can view the status of the existing ones as well as create new models.



To create a new model, click on the New button, it will open a dialog, enter appropriate model name, description and Entity name to start.


Once you have created the model, you can simply upload your catalog and usage files which can also be created through DIXF and are simple CSV files, once both the files are uploaded successfully, you are ready to use the model and play with predictive analytics.


That’s all for today, our main focus in this blog was to define what actually Cortana Intelligence Suite is and how it can be setup and configured within Microsoft Dynamics AX 2012. Thanks.

How to setup and configure Microsoft Dynamics AX for Retail POS in a non-domain environment

Retail POS is an essential retail component which is used to perform day-to-day sales and purchase activity at retail stores. In this blog I am going to demonstrate the steps to install and configure Retail POS and Retail Channel Configuration Utility. Retail Channel Configuration Utility will be used to configure Retail POS with Retail Channel Database.

Retail POS, along with Async Client, is the second key component to install at Retail point of sale. Retail POS and Retail Channel Configuration Utility must be installed at every POS register (computer) of a store.

Remember there is only one Async Client and Retail Channel Database at every store, all the POS registers will be connected to that POS register which have these two components installed. If you have a non-domain environment and you want to connect your other POS registers to the channel database, you need to create a SQL server authentication user at your channel database with same username and password as you have in your POS register and enable SQL server authentication mode. Also make sure to disable firewall at every POS register and to connect each POS register with same network.

Now let’s get started with installation and configuration:

  1. Before installation, make sure to install a pre-requisite KB2703853 at every POS register.
  2. Open Microsoft Dynamics AX 2012 R3 setup > Add or modify components > Select Retail POS and Retail Channel Configuration Utility from Retail Components and Click Next.Blog-PC1
  3. Validate Prerequisite and Click Next then Click Install.Blog-PC2

After the installation, Open Retail Channel Configuration Utility. Enter Register Id and Store Id, you can find or create both at Retail > Setup > POS > POS registers. Enter your company id. Enter the server name at which you have installed your channel database. Enter channel database name. Test connection and Click Apply. You have successfully installed and configured Retail POS.