Microsoft Dynamics CRM 4.0 Accelerators : eService Accelerator (part 4)

Full Sample Portal

1.	Within the Installation Wizard, click Full Sample Portal. This is the same as navigating to the \Installation\Sample Portal folder.
2.	Select all files within this folder and copy.
3.	Within C:\Program Files, create a new folder called Microsoft Dynamics CRM Customer Portal, and then paste all files from the Sample Portal folder.
4.	Within this new folder, edit the web.config file and edit the following entities (see Figure 19). Figure 19. Edit the Web Config file. LocalSqlServer msa.CRMOrganizationName so that it matches your organization name. msa.CRMServerURL msa.CRMWebServicesUser msa.CRMWebServicesPassword msa.CRMDomain
5.	Open Internet Information Services Manager (inetmgr).
6.	Create a new website named Microsoft Dynamics CRM Customer Portal.
7.	Select Port 4444 as the default TCP port this website should use.
8.	Select C:\Program Files\Microsoft Dynamics CRM Customer Portal as the website home directory, making sure to Allow Anonymous Access to This Web Site.
9.	Allow the following permissions: Read Run scripts (such as ASP)
10.	Once created, navigate to the Properties window of the new website, click the ASP.NET tab, and select ASP.NET version 2.0.50727.
11.	Within the Properties window, click the Documents tab and add Default.aspx.
12.	Click OK to save your changes and close the Properties window.

Configure the SQL Server User

For the NT Authority\Network Service to properly access the ASPNETDB database, you must create a new NT Authority\Network Service user within SQL Server Management Studio, and grant db_owner access to schemas owned by the user, and db_owner to the Database role membership.

Testing the eService Accelerator

1.	We’re now ready to view the site. Open a web browser and navigate to the server at the port specified (for example, http://localhost:4444/). Then click the Customer Service link to view the customer’s access to the portal (see Figure 20). Figure 20. Sample portal.
2.	We can test the system by returning to CRM and adding a new contact, making sure to select Web Portal Contact-Level Customer to the new eServices Access Level field.
3.	Once added, CRM will fire workflow to send the contact an email. Check to see your workflows fired (see Figure 21). Figure 21. View eService workflow.
4.	The contact’s History should contain the notification email. Open it to see the email details, including links to log in. The link within the email can then be used within the sample portal to create a new user and to log in (see Figure 22). Figure 22. Contact email notification.
5.	Copy the link from the notification email and paste it into your browser. You should then see the default new user login page. Complete the fields to create a new portal user, as shown in Figure 23. Figure 23. Portal login example.
6.	Once you’ve created a new user and logged in to the site using your new credentials, you’ll have direct access to contact data within CRM (see Figure 24). Figure 24. Portal profile example.

Your portal should now be installed. With some minor HTML/CSS changes, you can match the look and feel of your website.