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Quick Start Business Portals App

With the Business Portals App, external users can access the content shared with them in their Business Portal. This guide prepares access in Business Central, sets up the app on a mobile device, and checks the initial access.

Enable App View

In addition to the regular portal view, an app view optimized for mobile browsers is available. This has been designed for use on smartphones and tablets and can be used as an alternative to the Business Portals App.

Follow these steps to enable the app view:

  1. Open the Business Portals Admin role center.
  2. Select Setup to open the Module Setup.
  3. Open the App Settings section.
  4. Enable Enable App View.

Import Default Configuration

A default configuration is provided for the Mobile Dashboard. However, this should only be used if the portal has not yet been set up according to your individual requirements.

Please note that the Mobile Dashboard cannot be imported separately from the Web Dashboard. Therefore, when importing the default configuration, the associated Web Dashboard configurations and datasets will also be included.

  1. Start as a Business Portals Admin in the role center.
  2. Click on Import/Export in the menu bar and open the Configuration Wizard.
  3. Start the wizard by clicking Start.
  4. Select the action Import.
  5. Specify Online as the source.
  6. Click Next and select Business Portals on the next page.
  7. Select Demo Configuration - Cronus on the next page.
  8. Click OK.

Attention

Importing the demo configuration may overwrite already individually configured areas, dashboards, and datasets.

If you do not wish to import a default configuration, you can find more information on manually setting up a Mobile Dashboard on the page Setting up the Mobile Dashboard.

Install Business Portals App

  1. Open the appropriate app store on your mobile device.
  2. Install the Business Portals App.
  3. Apple App Store
  4. Google Play
  5. Open the app after installation is complete.

Check Before Release

Please check before releasing this guide on iOS and Android under what name the app is displayed in the respective store and whether the store links still point to the current app.

Connect to the Portal and Log In

  1. Keep the full address of your Business Portal ready. You can find the URL under Business Portals - Portals.
  2. The portal should already be present. Scroll to the right until you see the URL column.
  3. Open the Business Portals App and click on the + in the bottom right corner.
  4. Add the portal address URL in the app.
  5. Open the newly added portal in the Portal Selector.
  6. Log in with the username and password of the configured web user.
  7. After successful login, the start view of the assigned dataset or Mobile Dashboard will be displayed.

Business Portals as Branded App

With the branded app, you provide your users with a customized version of the Business Portals App. Name, app icon, colors, and other elements can be adapted to your company's corporate design.

  1. Open the appropriate app store on your mobile device.
  2. Search for the name of your company app or the search terms provided by your company (e.g., "Company Name Customer Portal").
  3. Install the app.
  4. Open the app after installation is complete.

Log In to the Branded App

  1. Open the app provided for your portal.
  2. Log in with the provided credentials.
  3. After successful login, the start view of the dashboard shared with you and the assigned datasets will be displayed.

Tip

Use a test user with a clearly defined business assignment for the setup.

Troubleshooting First Access

Symptom Check and Solution
Unable to log in Check if the web user is activated, has a valid password, and has been published in the web portal.
"Access Denied" message Check the business assignment, the assigned dataset, and the publication of the user.
Content missing after login or a dataset error appears Check the dataset as well as the dashboard groups and Mobile Dashboard Groups. Then republish the configuration.
Changes do not appear in the app Republish the changed user and content configuration in the web portal.

Next Steps