Installing The Portal Connector's CRM Solution
By installing the portal solution to your CRM, you will be able to manage Portal Users, Assigning them Portal Roles and to send any Portal Invite directly from CRM as well.
Firstly, log onto your Portal instance and navigate to the General Settings page under The Portal Connector Configuration which is underneath the Administration section of your Sitefinity backend.
Once there, all you have to do is click on the Install CRM Solution button located on the right side of the page. If your Portal is accessible then CRM will proceed to automatically add the Portal Connector Solution.
Adding a Portal Record
Once the Portal CRM Solution is installed to your CRM, you need to point Dynamics CRM to your Portal Site.
Under Setting you can now select The Portal Connector group and then Portals. This is where you add one entry for each unique Portal you wish to link to Dynamics CRM.
Add a new Portal by clicking the New button.
Give the Portal a Name and enter in the URL for where the Portal currently resides.
The Update Portal Entity option can be changed to Yes at any time. This will push out to The Portal Connector an updated list of all the Entities you have in you Dynamics CRM instance. ON the creation of a new Portal record this will happen automatically regardless of how you update this field.
Creating Portal Roles
Roles are used to allow Portal Connector Administrators to control which Contacts from Dynamics CRM can view which pages within your Portal.
Roles are simply logical groupings of Portal Users which may or may not view a page or element on a page in your Portal. There is no need for any other permission settings on the Dynamics CRM side of the system.
NOTE: You have the ability, at a very granular level, to define in The Portal Connector what Roles can and cannot view.
Any Roles you create in Dynamics CRM will be pushed out and synchronized with The Portal Connector when users are assigned the role.
By default there are no Roles defined within Dynamics CRM. You need to create roles that align with your business requirements.
To create a new Role, in Dynamics CRM navigate to Settings and select The Portal Connector group and then Portal Roles.
Click the New button and give the Portal Role a name.
You can also give the Role a description so you better identify the intended use of the Role.
That is it. Create as many Roles as you require.