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Hi,
I was wondering if it's possible to edit the register and sign in page on the new Microsoft CRM portals.
If so, how is it done?
Many thanks,
Sam
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You can use web form with save & next button. On first page take few info then save and next another field will appear and register which will be entity portal form as soon as it is registered create customer .
Hi Sam,
Please refer my below article to Customize CRM Portal Registration and Login Page:
http://arpitmscrmhunt.blogspot.in/2017/12/customise-registration-page-in-crm.html
Mark it verified, If it helps.
Cheers
Arpit
Ebad, for hiding azure you can change a settings under the "Portal Settings" entity
Change the record: Authentication/Registration/AzureADLoginEnabled value to False
Hi Sam,
Can you please tell me where I have to write Javascript Code to hide/show something in signin/register page?
I want to hide azure sign in also.
Please Help.
Hi sam,
Thanks for your reply.
But the problem is we are not getting password field in CRM form for add and how you manage the details for storing this into CRM database and creation of Contact form in CRM etc. I think this will be again pain. Isn't it?
Hi Shivaram,
I've found half solution...
You can use contact directly but I used custom entity (and process data at background). Create entity form with some nice form layout like Name, email, password. After visitor submit page you will run workflows to generate hash from password and assign web role. then visitor will be able to log in.
It's half solution because you cant use original registration form and I hasnt luck to implement external login to my custom registration page.
but maybe it'll help you.
Hi Shivaram,
Yes, there is a way to do this. First, need to create a custom form in the contact entity in CRM. Then go into Portal -> Entity Form and create a new entity form pointing at the new CRM form you've just created.
After that, go into Portal -> Web Pages -> Profile and associate the entity form in the localized content for that page.
Alternatively, you can do the last step from the portal itself using the admin tools.
Hope this helps.
Edit - apologies, just realised this was for the sign in/register - not the profile page.
You'll have to edit the sign in/register page with javascript. We ended up using JQuery to hide the unwanted azure sign in.
I'm looking for same thing. I need register page to collect more than username, email and password. Ideal would be to create 2 register pages. 1st like fistrname, lastname, email, passwd. Second with more details for another kind of visitors/contacts. I have crm 365 online with portal v8.2. if Craig is right and tjis is not possible .. :( ... I'll not be happy..
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