Work 365

Inviting Customers to the Self Service Portal

253 views October 9, 2018 August 8, 2019 0

Once the portal setup has been completed, invitations can be sent to customers to join the portal. Any user sending portal invitations to customers must have the Portal: Send Invitation security role assigned to them. Without this security role, sending invitations will not work.

  • 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.

Enable a mailbox/email address that you want to use for support and communication

  • Enable the mailbox and Server-side Sync for this account.
  • This mailbox will be used to send emails and Alerts

Call this the Cloud or Support email address- this email address can be used for email to case automation as well.

Remove the User Registration Option:

Remove the registration option so customers do not have to register with the portal, the just need to sign in.

https://community.dynamics.com/crm/b/crminogic/archive/2017/07/25/remove-new-registration-process-completely-from-microsoft-crm-portal

Customers Redeem the Invitation Code via Email:

http://benitezhere.blogspot.com/2018/03/updating-the-redeem-invitation-url-in-the-send-invitation-workflow-in-dynamics-portals.html

  • Customer self-Registration has been turned off
  • Customers must be invited through the Invitation Process

Additional Resources

Create a Role for Invitation:

The CRM portals are not part of the core solution in Dynamics. The functionality to manage the invitation process is not part of the core capabilities of the existing roles.

In order to assign permissions for your end users to create and Send invitations either a new Role will need to be created an assigned to the users or one of the existing roles will need to be modified to include the privileges to create and send invitations.

Navigate the Settings->Administration->Security->Security Roles

if you are creating a new role or modifying an existing role. The entity for Invitation can be found under the Custom Entity Tab (on the far right).

Here is how you may set the role or privileges up!

Send Portal Invitation Permissions

 

Check Password Reset

https://community.dynamics.com/365/projectserviceautomation/f/767/t/233113

Updating the Redeem Invitation URL

http://benitezhere.blogspot.com/2018/03/updating-the-redeem-invitation-url-in-the-send-invitation-workflow-in-dynamics-portals.html

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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