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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SMS Integration with D...
Microsoft Dynamics CRM (Archived)

SMS Integration with Dynamics 365 & Portal

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Posted on by Dan Jackson

I am currently in the process of implementing an external customer portal using the CRM Portal Plugin on a newly provisioned Dynamics 365 environment. As part of the configuration of the portal I would like to implement 2 factor authentication using SMS. Previous Adxstudio documentation specifies that Adxstudio SMS Messaging Identity solution package is required to be installed with the inclusion of Adxstudio SMS Messaging & Adxstudio SMS Messaging - Twilio. Within the latest Administration Guide for CRM Portal I am unable to find an equivalent reference other than enabling Authentication/Registration/TwoFactorEnabled and Authentication/Registration/MobilePhoneEnabled.

If anyone has enabled SMS for CRM Portal on Dynamcis 365 I would appreciate your feedback.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SMS Integration with Dynamics 365 & Portal

    I dan, i m also trying same thing. Did you able to implement it?

    If Yes, please guide me.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SMS Integration with Dynamics 365 & Portal

    Hi

    Has this issue been resolved? If not, then I would like to recommend using Tenfold to integrate with your Office 365 with over 150 phone systems . Its really easy and will only take a few minutes to set up. They also support MS Dynamics integration. Here's the link if your interested www.tenfold.com/.../dynamics

  • Dan Jackson Profile Picture
    Dan Jackson on at
    RE: SMS Integration with Dynamics 365 & Portal

    Thanks Raz, although I am still unsure as to where the configuration for the SMS provider is defined? If using Twilio the API key and credentials would need to be specified. What site settings would be required?

    Thanks

    Dan

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: SMS Integration with Dynamics 365 & Portal

    Hi Dan, Portal capabilities for Microsoft Dynamics 365 provides authentication functionality built on the ASP.NET Identity API. ASP.NET Identity is in turn built on the OWIN framework which is also an important component of the authentication system including Two-factor authentication with email or SMS

    Requires Microsoft Dynamics 365 Portal Base, the Microsoft Identity, and the Microsoft Identity Workflowssolution packages

    www.microsoft.com/.../set-authentication-identity-for-a-portal.aspx

    Changing the mobile phone value occurs slightly differently from changing the email. The new value is held in a temporary storage without changing the original value. A SMS message is sent to the new mobile phone number containing a security code. Only after the security code is submitted back to the portal (and verified) is the old mobile number replaced with the new value.

    Related Processes:

    •Authentication/Registration/MobilePhoneEnabled

    Related Processes:

    •Send Sms Confirmation To Contact

    ◦Note: the workflow for this process contains a temporary step that sends the security code by email. This is a placeholder step that needs to be replaced by a new step capable of sending SMS messages.

    1.Submit new mobile phone (unconfirmed)

    2.Wait for SMS with security code

    3.Process: Send Sms Confirmation To Contact

    4.Replace this email step with SMS step

    5.After submitting a valid security code

    Dynamics 365 Portal capabilities  

    support.microsoft.com/.../3208407

    ADX Vs Dynamics Portals

    www.adoxio.com/crm-portals-and-crm-portals-feature-comparison

    Best Wishes, Raz

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