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. 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.

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!