Inviting existing Contacts to Portal in Dynamics 365


For inviting existing contact records as user of the portal we can follow the below steps.

Open an existing contact record and click on Create Invitation button

This creates the invitation record along with the invitation code.

Select and run the Send Invitation workflow.

The steps for the workflow are as below.

The contact\user receives the link for the confirmation

Clicking on the link opens the portal wherein user\contact can redeem the Invitation Code and Register.

User can set up username and password during registration.

Once registered user can access the portal and update the profile further and can also change the password, email etc.

The Contact record in CRM gets updated accordingly.

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

8 thoughts on “Inviting existing Contacts to Portal in Dynamics 365”

  1. Hi Nashant,

    I’ve followed the steps mentioned above and I was able to send the invitation code successfully. But when I try to register the code (I entered the required username and password) and click Submit, nothing happens. No error messages or anything to indicate the result of the registration. Am I missing something?

    Appreciate your help. 🙂

    Jen

    Like

  2. hi nishant,

    I am trying to send the email invitation to other than microsoft account like gmail.But when the user is clicking on the link he is asking to signing first then it is allowing to redeem the invitation code.

    Please help me on this ASAP.

    REGARDS,
    kiran

    Like

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