How to Update Key Portal Settings?

The steps below show how you can update the fundamental Microsoft CRM Portal Settings:

  1. Go to Dynamics 365 Administration Center.
  2. Click ‘Applications‘ to go to the Applications tab.
  3. Select the name of your portal from the list.
  4. Click ‘Manage‘. This will open the Microsoft Dynamics 365 Portal Administration Page in a new tab.

01 - Update Key Portal Settings

  1. On the left navigation pane, click ‘Manage Dynamics 365 Instance‘.
  2. Click the ‘Update Dynamics 365 instance‘ button.

02 - Update Key Portal Settings

  1. Here you can update some principal portal settings such as the CRM instance, Portal language, Portal Administrator, audience and the type.
    03 - Update Key Portal Settings
  2. Once configured, click the tick at the bottom right to trigger the configuration updates.

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