CRM Authentication

Being a super admin, you must configure the CRM Authentication, once you log into the Portal after verifying the email.


You need to authenticate the following configurations:


Connection Type: Select the type whether it is Online or On Premise (IFD).


Protocol: Select the protocol that is configured. i.e., https.


Service URL: Insert the CRM URL.


Environment: You can connect Live or Sandbox CRM instances. It will identify with which CRM you are connected.


Authentication Type: Select the type for authentication whether it is Credential or OAuth.


If you have selected the “Credential”, Insert your credentials Username & Password.



Note: If you are using a third party with limited access use OAuth, you must insert the AppID & the Client Secret.


After inserting the details, click on the Save button to authenticate all the details with the Dynamics PortalXpand.



Preserve & Reset Data


You can change the whole CRM structure if required. You can change the portal completely by removing the internal data as per your requirement.


You will find the Test Connection button on the CRM Authentication page. It will verify the credentials that are entered whether it is correct or not.


In the case you have inserted a different CRM instance, the warning popup will appear to structure the data as per your requirement.


You will have two options: Preserve Data or Reset Data.


Preserve Data: If you want to preserve the design structure and you want to remove CRM data for your new portal, you need to click on the Preserve button. All the pages, forms, lists, menus, sites will be preserved for the new portal. You need to reconfigure the list, form, widgets that contain CRM settings like Recent Activities, Counters, Data Card, etc.


All the roles which were in the previous CRM will be added to the new CRM as it is. But, the Access rights for the roles will be removed and you need to reassign the access rights for the latest CRM entities.


For the “Forms” and “List” builders, all the configured structures will be preserved but the added fields will be removed.


Reset Data: If you want to reset the portal from the scratch level, you need to click on the Reset button. You will get the data that was set for the first time. It will remove all the portal data like page, form list, templates, etc.



So, as per your requirement, you can preserve or reset the CRM data from PortalXpand.