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Dynamics 365 Portals – How to configure the logo of your Portal
Once you enable “Portal Add On” in your Dynamics instance, your OOB portal would look as below with “Contoso, Ltd.” text at top left corner.
Note: I enabled ‘Customer Service’ portal solution. If you install different solution, UI will be different.
Steps to configure your desired logo on the Portal:
Add PNG/JPG file as ‘Web File’
- Log in to your Dynamics 365 instance
- Navigate to Portals -> Web Files and click ‘New’
- Provide below details on your new ‘Web File’
- Name: Can be anything. This will be referred in ‘Content Snippet’ in following steps
- Parent Page: Home
- Partial Url: Can be anything.
- Save the record
- Go to ‘Notes’ tab and add your png/jpg file as attachment.
Update content snippet with web file reference
- Navigate to Portals -> Content Snippets
- Open “Navbar Left” snippet
- In Value(HTML) field value’s ‘Source’ tag, replace content with below
<p style=”margin-left: -1px;”><img style=”top:-25px; width: 100px; height: 53px; margin-right: 1px; margin-left: 1px; float: left; position: relative;” src=”/{Webfile Name}” /></p>
- Save the file
Open/refresh the Portal and you should see your logo. You might want to logout and login if you don’t see the logo.
🙂
Dynamics Portals – How to get the configured Portal’s URL
There was a question posted in my blog on how to get the configured Portal’s URL as someone else configured the portal.
Below are the steps to get your Portal URL.
From your Dynamics 365 Instance:
- Connect to your Dynamics 365 instance
- Navigate to Portals -> Website Bindings
- Open the record and read the URL from “Site Name” field
From your Dynamics 365 Admin Center:
- Connect to your “Dynamics 365 Admin Center” (i.e., Login to Portal.office.com)
- Select your “Dynamics 365” instance
- Click on “Applications” tab
- Select “Portal Add-on” and click “MANAGE” button
- You would be redirected to “Portal” configuration page
- Copy the URL
Note: You can access your Portal configurations page, only if your Admin granted access to your login Account. If you don’t have permission, you would end up getting below error message:
You don’t have permission to perform this action. Contact your global administrator to get owner permission for Application ID
🙂
