Setup Guide

1. Install the .NET Core Template

The easiest way to get started is by using the pre-built template for Visual Studio 2022 and 2026. See the Project Templates page for detailed instructions on installing the template, what it includes, and how to configure it. Run the following command to install the template:

2. Create Your Project and Solution

Once the template is installed, you can select it in Visual Studio:

3. Configure Dataverse Connection Settings

As shown in the Program.cs file, the connection information is retrieved from the application configuration:

For security best practices, store your credentials in the User Secrets file. Right-click on the project file and select 'Manage User Secrets':

Copy the following JSON and replace the placeholder values with your own credentials:

{
  "D365":
  {
    "Url": "https://yoururl.crm.dynamics.com",
    "ClientId": "",
    "Secret": ""
  }
}

4. Install the Managed Solution

Download and install the latest managed solution into your Dataverse environment from the Releases page.

Navigate to the 'Power Portals Pro' app in your environment:

Go to the 'Portal Website' navigation item and create a new record with your license key.

Note

If you don't have a license key, you can request a trial license here. See the Licensing page for full details on obtaining and registering a license key.

5. Microsoft Authentication (Optional)

To enable user authentication with Azure Entra ID, uncomment the following code in the Program.cs file:

You'll need to register an application in Entra ID to obtain your ClientId and Secret. See: Register an app in Entra ID

6. Run the Application

You're now ready to run the application and start customizing your portal!