Thank you for installing The Portal Connector for Dynamics CRM/365.
There is one final step required to setup your trial, please follow the next few directions to complete the setup:
- Open your Dynamics 365 organization that you installed The Portal Connector into.
- Navigate to Settings --> Solutions.
- Double click on The Portal Connector solution.
- You should be at The Portal Connector configuration page, if you are not navigate to Configuration.
- Complete the form presented on this page.
- Your demo portal site will be deployed in a few short moments and an email with your admin credentials will be sent out to you.
For your convenience we have the following short video to demonstrate the required steps.