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..

Setting up Portal Trial in Dynamics 365


Create your dynamics 365 trial as a first step (if not already created)

https://signup.microsoft.com/Signup?OfferId=bd569279-37f5-4f5c-99d0-425873bb9a4b&dl=DYN365_ENTERPRISE_PLAN1&Culture=en-us&Country=us&ali=1

Once trial is set up successfully, open the admin center for Dynamics 365 and select Applications and click on Manage to configure the portal.

Provide details for the portal

Click on Accept

Grant Permission to the Portal

We’d get the below message

After some time

Clicking on here takes us to the manage your solutions page

Once configured we’d see the following area\groups\sub groups added to site map specific to portals

Portal : 

myportal

 

Hope it helps..

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