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Dynamics 365 Customer service portal - configure contacts as external users .

Microsoft Dynamics CRM Forum

Mohammed Waseem asked a question on 9 Jan 2019 1:09 AM
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Hi All ,

How do i configure contacts as external users for dynamics 365 customer service portal .

Thanks ,

Waseem.

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Ravi Kashyap responded on 9 Jan 2019 1:21 AM
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Hi Waseem,

As you are on Online, you can use Dynamics 365 Portals which has exactly what you are looking for. If you already have a portal then you can simply register through your portal which will create a new contact record or edit the username & password for any existing contact.

Refer below links-

Full Documentation: docs.microsoft.com/.../configure-portal

Set Up: arunpotti.wordpress.com/.../how-to-setup-dynamics-365-portals-in-crm-online

Get started: blogs.technet.microsoft.com/.../using-portal-capabilities-in-dynamics-365-crm

Hope this helps.

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Ravi Kashyap responded on 9 Jan 2019 1:24 AM
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Also take a look at this youtube playlist-

www.youtube.com/playlist

Hope this helps.

Reply
Ravi Kashyap responded on 9 Jan 2019 1:21 AM
Suggested Answer

Hi Waseem,

As you are on Online, you can use Dynamics 365 Portals which has exactly what you are looking for. If you already have a portal then you can simply register through your portal which will create a new contact record or edit the username & password for any existing contact.

Refer below links-

Full Documentation: docs.microsoft.com/.../configure-portal

Set Up: arunpotti.wordpress.com/.../how-to-setup-dynamics-365-portals-in-crm-online

Get started: blogs.technet.microsoft.com/.../using-portal-capabilities-in-dynamics-365-crm

Hope this helps.

Reply
Ravi Kashyap responded on 9 Jan 2019 1:24 AM
Suggested Answer

Also take a look at this youtube playlist-

www.youtube.com/playlist

Hope this helps.

Reply

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