Portal Setup

  1. Success! Your portal is ready.

    Next Steps

    Your portal has been configured with default settings. To manage your configuration within Microsoft Dynamics CRM, go to Settings / Portal Configuration.

    • Configure your company settings, and portal design.
    • Create portal users and security roles.
    • Visit the Peak Portals Customer Portal for documentation, support, resources and tips.

    Visit Portal

Need help? Visit our portal for documentation and support