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Overview of Setting Up Business Portals

Status: 20.10.2025

The setup of the Business Portals is done directly from Microsoft Dynamics 365 Business Central and is divided into several clear steps. The module setup serves as the starting point, where basic information can be managed.

Quick Start Guide

For a quick start, we recommend the Quick Start Guide, which walks you step by step through the most important installation steps, from installation through the extension marketplace, licensing, to importing a standard configuration.

By following these instructions, Business Portals will be ready for use in no time. For further support or advanced features, please consult the full documentation or contact our support team.

Setup Assistance

The setup assistance helps you configure your Business Portals in a structured and efficient manner. Each step builds on the previous one and should be completed in the specified order. The following overview shows the individual steps and their function in the setup process.

To See
Start setting up your Azure subscription with the help of the Microsoft guide. Azure Subscription
The app registration lays the foundation for using all available features in the Business Portal. Configure App Registrations
Determine the pricing tier and location of your subscription according to your requirements. Pricing Tier and Region
Guide to setting up a portal Setting up the Portal
Configure the available languages so that the portal is displayed to users in their preferred language. Set Up Language
Configure business mappings to specifically link web users with customers, suppliers, and other contacts. Setting Up Business Mappings
Configure a dataset to control portal content and user actions. Setting Up the Dataset
Create a new user in Business Central. Setting Up Users
Create a new web user for the portal in Business Central. Setting Up Web Users

Setup Example

To provide you with an easy entry into Business Portals and to familiarize you with the setup mechanics, we will show you in this example how to display customer data in your portal.

Before you can start this step-by-step guide, you must have completed the steps described above.

  1. Open the dataset using the menu under Portal Setup.
  2. If you have set up the steps described above in the specified order, a pre-configured dataset will be displayed to you.
  3. Open the dataset by clicking on the dataset you want to set up.
  4. Add standard labels by clicking on Actions in the menu bar and selecting the action “Fill from Default Dataset”.
  5. Navigate to the Table section.
  6. Assign a Dataset Table Code. In this example, we are setting up customer information, so choose Customer as the code.
  7. For the type of dataset, select “Head”.
  8. Now we will set up a caption for the customer information. Click in the Caption field and then on the three dots.

  9. To create a new caption for customer information, click on “+New”.

  10. The name of the caption is CAP_Customer.

  11. Click on the field in the “Text” column.

  12. A window will open where you can set up the caption for different languages.

  13. Go back to the dataset table and select the caption you just set up.

  14. The Customer / Debtor table in Business Central has the number 18.

  15. As the next step, we define the appearance in the portal:

    • Click on “Web Content” on the right side and then on “Edit”.

  16. Settings:

    • View Style: Table
    • Column Span: 10
    • Column Offset: 1

  17. Scroll down to the “Table” section.

    • In the “Table Styles” section, turn on the “Basic” toggle.

  18. Back to the dataset table:

    • Click on “Fields”.
    • Select the fields: No., Name, Address, City, Phone No.
    • Close the page.

  19. Open the “Table Layout” tab:

    • Create a Group by clicking on “Group”.
    • Assign the code “General”.
    • Assign the group “General” to all selected fields.

  20. Navigate back to the dataset table.

  21. Open the “Filter” tab:

    • In the “Field” column, select No.
    • Type: Usermapping
    • Field Filter: Customer
    • If no Field Filter is displayed, click on “Create Default Business Mapping” to automatically create a business mapping.

  22. Set the dataset to “Active” in both the table and the “General” section.

  23. Open the Dashboard Groups in the menu.
  24. Create two new rows by clicking on “New Line”.
  25. One row remains a Row, the other you change to “Element” by clicking on “Row”.

  26. Give the Row a name in the “Description” field.

    • Column Span: 12 to use the entire width of the page.

  27. Give the Element that is under the Row the Description: Customer Data or Kundeninformation.

    • Column Span: 6 to define the width.

  28. Assign a dataset table code.

  29. Open the “Web Content” on the right side again.
  30. Select the caption you created earlier and close the page again.
  31. Click on “Publish”.
  32. If you now log in with the previously created web user, the customer data should be displayed.

See also