The following instructions will guide you through the installation of Adxstudio Portals 6.0 for Microsoft Dynamics CRM 2011.

Our solutions require CRM Update Rollup 17 or newer.

It is recommended that you ensure your CRM server has the latest hot fixes before proceeding with the installation. Please refer to the System Requirements for further specifications.

  1. Download the Adxstudio Portals installation package.
  2. Run the Adxstudio Portals msi executable file and follow the instructions in the setup wizard.
  3. Choose one of the following two installation options:
    1. Import the sample Adxstudio Portals Organization database backup. If you are interested in reviewing the sample sites you may choose to import a sample CRM Organization that has all the necessary customizations and data for demonstration purposes. See Setting Up Sample Organization.
    2. Import the Adxstudio Portals solution packages into an existing CRM Organization. This will add the necessary customizations into an existing Organization within CRM without any sample data. This approach is best for new development. If you would like to run and review our sample websites against this Organization, you will need to manually create websites and the supporting content or use the Website Copy utility to import website data into your CRM Organization that has the Adxstudio Portals solution packages installed. See Website Copy.
  4. Install Adxstudio Portals License Key

Importing the Adxstudio Portals solution packages into an existing CRM Organization

The following instructions will guide you to install the customizations necessary to run an Adxstudio Portal application. These steps assume you have a CRM Organization already configured.

    1. Login to CRM using a System User account with the System Administrator or System Customizer Security Role
    2. Navigate to Settings
    3. Click Solutions
    4. Click Import

      Click Import

    5. Click Browse...

      Click Browse...

    6. Browse to the Customizations folder in the Adxstudio Portals installation directory. Default location is C:\Program Files (x86)\ADXSTUDIO\XrmPortals\[version]\Customizations
    7. Select AdxstudioPortalsDependencies.zip. For more information regarding the various solution packages, see Solution Packages.

      For Adxstudio Portals version 5.0 select MicrosoftXrmCustomerPortal.zip
    8. Click Open

      Select MicrosoftXrmCustomerPortal.zip

    9. Click Next

      Click Next

    10. Check Activate any processes and enable any SDK message processing steps included in the solution.
    11. Click Next

      Click Next

    12. Wait for import to complete

      Wait for import to complete

    13. Click Close

      Click Close

    14. Click Import

      Click Import

    15. Click Browse...

      Click Browse...

    16. Browse to the Customizations folder in the Adxstudio Portals installation directory. Default location is C:\Program Files (x86)\ADXSTUDIO\XrmPortals\[version]\Customizations
    17. Select AdxstudioPortalsBase.zip or AdxstudioPortalsComplete.zip. For more information regarding the various solution packages, see Solution Packages.
    18. Click Open

      Select AdxstudioPortalsBase.zip and Click Open

    19. Click Next

      Click Next

    20. Click Next

      Click Next

    21. Check Activate any processes and enable any SDK message processing steps included in the solution.
    22. Click Next

      Check Activate and Click Next

    23. Wait for the import to complete

      Wait for import to complete

    24. Click Close

      Click Close

    25. Click Import

      Click Import

    26. Click Browse...

      Click Browse...

    27. Browse to the Customizations folder in the Adxstudio Portals installation directory. Default location is C:\Program Files (x86)\ADXSTUDIO\XrmPortals\[version]\Customizations
    28. Select AdxstudioPortalsWorkflows.zip (Adxstudio Portals version 5.1 and newer) if you installed AdxstudioPortalsBase or AdxstudioPortalsCompleteWorkflows.zip if you installed AdxstudioPortalsComplete in the previous steps. For more information regarding the various solution packages, see Solution Packages.
    29. Click Open

      Choose AdxstudioPortalsWorkflows.zip or AdxstudioPortalsCompleteWorkflows.zip

    30. Click Next

      Click Next

    31. Click Next

      Click Next

    32. Check Activate any processes and enable any SDK message processing steps included in the solution.
    33. Click Next

      Check Activate and Click Next

    34. Wait for the import to complete

      Wait for import to complete

    35. Click Close

      Click Close

      Solutions 

If you have installed the Adxstudio Portals Base and wish to include additional features you may install their appropriate solution packages at this point. 

For more information regarding the various solution packages, see Solution Packages.

Adxstudio Portals customizations import is complete

Install Adxstudio License Key

If you have acquired a license key, it can be applied to your organization at this time.

  1. Navigate to Settings
  2. Click Adxstudio License Keys
  3. Click New

    License Keys

  4. Specify a Name for the record for reference within CRM. This can be any arbitrary text you prefer as this field has no impact on the licensing
  5. Paste the XML of the license you were issued into the XML field
  6. Click Save & Close

    License Key

Installation of Adxstudio Portals is now complete.