Work 365

Inviting Customers to the Self Service Portal

474 views October 9, 2018 November 25, 2019 0

Once the portal setup has been completed, invitations can be sent to customers to join the portal.

  • We recommend disabling registration and using Azure AD credentials for Identity Management on the Self-Service Portal. Use this article to setup. Customer facing Azure AD integrated logins.
  • To send the portal invitation, go to the contact record in CRM for which the invitation will be sent. In UI only: Change the contact form view to Contact: Portal Contact.

 

 

 

 

 

 

 

On the contact record, select ‘Send Portal Invite.’

Edit the template as needed. Send Email.

 

 

 

 

 

 

 

 

  • After sending the portal invitation, be sure that the customer has the appropriate web roles assigned. For the details see the Self Service Portal Security Roles article. See customize the portal invitation template, to edit the template per your preference.
  • On the portal Sign In page, ask them to click the Redeem Invitation tab and enter the invitation code provided.

Additional Resources

Check Password Resethttps://community.dynamics.com/365/projectserviceautomation/f/767/t/233113

Azure Ad Authentication for the Portal

https://www.microsoft.com/en-us/dynamics/crm-setup-and-administration/set-authentication-identity-for-a-portal.aspx

 

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