Dynamics Portals Frequently Asked Questions

Post Date: August 31, 2017

Microsoft Dynamics Consultant

[vc_row][vc_column][vc_wp_text title=”Summary”]A lot of people are having a few issues with Dynamics Portals right now (August 2017)- I thought I would put together a list of frequently asked questions with the hope that it will help someone out.

[/vc_wp_text][/vc_column][/vc_row][vc_row][vc_column][vc_wp_text title=”1. The domain name is already in use”]Occasionally you need to restart the Dynamics Portal for new changes to propagate. One method previously used to restart the Portal was to change the Portal State, from On to Off, and then On again. This would cause the Portal to restart making the new changes live. This method no longer seems to work as of June 2017. An Error message: “The domain name is already in use” alerts the User, and the action is cancelled.

The new approach is to go to Portal Actions and hit the Restart tile. This will restart the Portal. There is a short delay, 5 minutes, but once the Portal has restarted – the new changes should be present.

[/vc_wp_text][/vc_column][/vc_row][vc_row][vc_column][vc_wp_text title=”2. Upload Documents to SharePoint Online through Dynamics Customer Engagement Document Locations”]Before Dynamics Portals 8.xx, it was possible to upload documents from the Portal straight into SharePoint. A Microsoft Blog link outlined the method (https://community.dynamics.com/crm/b/microsoftdynamicscrmsolutions/archive/2016/08/17/crm-portal-and-sharepoint-integration). Recently, this method has been failing for a number of Users. The error message displayed: “You don’t have permissions to view these folders or files“. After contacting Microsoft about this, the official news is that SharePoint & Dynamics Portals document upload isn’t fully supported. This is planned for a future release, but as of now, there is no definitive roll-out date.

[/vc_wp_text][/vc_column][/vc_row][vc_row][vc_column][vc_wp_text title=”3. How do I migrate my Dev, UAT, Pre-Production Portal to Full Production?”]As of July 2017, there is no official supported way to migrate any other Portal instance (dev, UAT, Pre-prod) to a Production instance. Some users have mentioned using the Configuration Migration Utility present in the SDK for basic Portal migration, however, other Users have reported that this has failed for them.[/vc_wp_text][/vc_column][/vc_row][vc_row][vc_column][vc_wp_text title=”4. Clear the Portal Cache”]To clear the portal cache, go the following URL and hit the Clear Cache button.

URL: <Your Portal URL>/_services/about



[/vc_wp_text][/vc_column][/vc_row][vc_row][vc_column][vc_wp_text title=”5. How to I grant a User rights to create/change portal content without giving them Administrative Access?”]These Permissions are set through the Website Access Entity. You need two records to grant a user content change access.

  1. A Web Role
  2. Website Access with the Manage Content Snippets set to true.


Finally, apply the role to the Contact record.[/vc_wp_text][vc_message message_box_style=”solid” style=”square” message_box_color=”orange” icon_type=”entypo” icon_entypo=”entypo-icon entypo-icon-info”]The User with these permissions will only be allowed to edit portal content. They will not be allowed to create new pages.[/vc_message][/vc_column][/vc_row][vc_row][vc_column][vc_wp_text title=”6. Value of Partial URL field of the Home Page of your website can only be /. Any other values will lead to issues in your Portal.”]A partial URL is only valid when you have a top-level page. For instance:

Your top-level page may be: About Us

Your Partial URL can therefore be:

About Us/Meet the team

About Us/Contact Us

About Us/Our Services

Select a top-level page from the Parent Page field for the Partial URL to be correct.[/vc_wp_text][/vc_column][/vc_row][vc_row][vc_column][vc_wp_text title=”7. Can I create my own folder structure in the Portal Directory Browser?”]As of July 2017, you cannot create your own folder structure on the server. Web developers often like to classify their media assets in structured folders; however, this is not possible as of July 2017. With the server file directory browser, you can only upload files to the root directory.


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