Installation

On purchasing the PortalXpand plugin, you will get a zip file.

 

Click on the Settings icon given on the right side of the title bar. Then click on Advanced Settings. [1]

 

Now, Navigate to Settings -> Solution. [2] Click on ‘Import’ to upload and install. [3]

 

Click on the Browse button and choose the Package Zip File for PortalXpand from the Import Solution Window.  Click on Next for further processing. [4]

 

Once you import the solution, it will be displayed in the solutions grid view. [5]

 

Once you install the package, log in to PortalXpand and you must configure CRM Authentication to start syncing the data with Dynamics 365. [6]