Category · Customer Self-Service

Specifically created for our Work 365 Self service customers, be on a look out here for regular updates

Steps to create the SPF, DKIM and DMARC Record
Setting Up a Custom Domain (and SSL Certificate) for Your Dynamics 365 Portal
Setting Up Customer Azure AD Integrated Logins for your Dynamics 365 Portal
Restarting your Dynamics 365 portal
Blocking an Existing User from Accessing Dynamics 365 Portals
Restarting your Dynamics 365 portal
Blocking an Existing User from Accessing Dynamics 365 Portals
Introduction to Dynamics Portals / Features compare
Remove Navigation Items from the Portal
Generate a CSR to get your SSL for Dynamics 365 Portal
Convert a CERT/PEM certificate to a PFX certificate
Logging Into the Self-Service Portal as your Customer
Why is the self-service portal not updated?
Why do I get this message on the Self-service Portal when trying to register: The email is already taken?
Self- Service Portal setup for v2.7
Inviting other users to the portal as an administrator
End User Creating Subscriptions from Portal
End User Managing Licenses from the Portal
Update permission for default portal user
How to switch a customer’s local account login to their Office 365 credentials on the Self-Service portal.
How to add the Work 365 Menu items back in on the portal
Self- Service Portal Setup for version 3.0
Enabling Multi-Language for the Work 365 menu items and Pages on your CRM Portal
Steps to import Flows into your environment
Enable Office 365 License Management for Portal
Disable Office 365 License Management for Portal
Self-Service Portal Setup for version 3.2
Portal Subscriptions not showing
Non-billable subscriptions are not visible in the self-service portal
Register into Portal

Self Service

Get Help

About IOTAP