Work 365

Inviting Customers to the Self Service Portal

60 views October 9, 2018 October 12, 2018 0

Once the portal setup has been completed, invitations can be sent to customers to join the portal. To create an invitation code, open the Contact record in Dynamics 365.

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.

  • On an existing contact click on the Create Invitation Button

create invitation

 

  • Set the Expiry Date field to a date on which this invitation will expire, if not yet redeemed.
  • Save the record.
  • Email the unique invitation code to the customer along with the portal URL- or use the Portal Workflow to send invitations to the contact
  • 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

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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