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How to set Dynamics 365 Portal password to expire?

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Posted on by Mikko Berg

I'm trying to find a good solution to the following scenario:

Dynamics 365 Portal is used for B2B customer service (opening tickets)
Many tickets contain information that is not meant for people outside the organization
People who have credentials to the portal move to other companies
Credentials don't expire (by default)
People who shouldn't have access to the portal any more still have valid credentials

Looks like there is no ootb process for handling this kind of basic scenario.

Has someone found a good way to set passwords to expire and communicate that to portal users?

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Portals

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Mikko Berg 11 on at

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RE: How to set Dynamics 365 Portal password to expire?

Hi antc,

Thanks, this is pretty much what I did today. I created a workflow that clears the password hash after every 30 days and sends an email to the contact in question. Contact can then request a new password using the standard password reset form if he/she still has access to the company email address stored in D365.

Mikko

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antc 2,909 on at

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RE: How to set Dynamics 365 Portal password to expire?

Not elegant however you could invoke this based on certain conditions i.e. time since last login.

Forgot password or password reset

Returning visitors who require a password reset (and have previously specified an email address on their user profile) can request a password reset token to be sent to their email account. A reset token allows its owner to choose a new password. Alternatively, the token can be abandoned, leaving the user’s original password unmodified.

Related site settings:

Authentication/Registration/ResetPasswordEnabled

Authentication/Registration/ResetPasswordRequiresConfirmedEmail

Related process: Send a password reset to a contact

Customize the email in the workflow as necessary.

Submit the email to invoke the process.

The visitor is prompted to check email.

The visitor receives the password reset email with instructions.

The visitor returns to the reset form.

The password reset is complete.

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RaviKashyap 55,410 Moderator on at

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RE: How to set Dynamics 365 Portal password to expire?

Hi Mikko,

To perform any action, you need to know the trigger points. For example, we need to lock the user "When company changes" where "When company changes" is a trigger. As long you know the trigger, you can build the workflow as suggested above :)

I am of a different opinion as of your "we would need an automated process that makes the credentials expire if they are not renewed by the users", I don't think that I register on any site and then I have to manually reset my credentials. There are sites which requires membership but then in that case, those are specific to those specific implementation. In these scenarios as well, users are still able to login but will present with the message/ notification that membership is expired. This is (in my opinion) a bad user experience.

Hope this helps.

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Community Member on at

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RE: How to set Dynamics 365 Portal password to expire?

You may need additional scheduled job to update Login Enabled or Lock End Date when credentials need to be expired.

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Mikko Berg 11 on at

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RE: How to set Dynamics 365 Portal password to expire?

Yes, this will work for those contacts that we know a) need to be blocked or b) have moved to another job. But there's no way to get that information on all portal users. That's why we would need an automated process that makes the credentials expire if they are not renewed by the users.

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RaviKashyap 55,410 Moderator on at

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RE: How to set Dynamics 365 Portal password to expire?

Hi,

Yes, there is no out of box functionality for this but you can create a workflow which triggers on change of company on contact entity and then unselect "Login Enabled" option. This will ensures that users are not able to logic unless the login is enabled again.

Hope this helps.

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Arun Vinoth 11,615 Moderator on at

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RE: How to set Dynamics 365 Portal password to expire?

Basically you have to disable the login in contact record by uncheck the checkbox for those portal users.

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