The July 2017 update for Dynamics 365 portals is now available for existing portal customers in the North American region and rolling out to other regions over the coming days and weeks. How can you get this update and all the new cool functionality that is in it is a little different from the previous releases.
When the Dynamics 365 portals came out, you had no control over the time in which your portal was upgraded. With the July 2017 update this changes somewhat. Portal code updates will still be managed and done automatically but now the Dynamics 365 solutions for the portal must be customer initiated.
To initiate your portal solution upgrade you need to navigate to the Dynamics 365 Administration Center where you can manage all the instances in your tenant. From the instance listing select the organization that has the portal already installed and select the edit icon beside solutions in the right hand pane.
Within the Manage Solutions listing for the organization if the upgrade has been made available you will see “Upgrade Available” beside your existing installed portal solution. Highlighting the solution will provide you the details of the upgrade and also allow you to initiate the upgrade process.
Upon selecting upgrade you will be prompted to select the terms and the installation will start.
This process can take some time depending on the portal upgrade you are doing. From my experience and those at Adoxio we have seen this range from 30 minutes to 4 hours. So ensure you plan an appropriate window for this maintenance as it could cause the portal service to be unresponsive at times due to the solution upgrade/install process with the Dynamics 365 instance. To monitor the installation you can just refresh the Manage Solutions or go into the Dynamics 365 instance and go the solutions listing and wait until all solutions show as version 8.3.x.
As in previous upgrades the portal code is fully managed and not currently customer driven. You can check your current portal version by navigating to
https://%5Bportaladdress%5D.microsoftcrmportals.com/_services/about. If you do have an 8.3.x portal and signed as an administrator you will now also see a lot more details about your portal including a new admin tool for clearing the cache!
If you haven’t yet got the 8.3.x update then you can still subscribe to the early update functional outlined in Dynamics 365 portals: Early Upgrade Option – July 2017 Update.