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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Create the invitations...
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Create the invitations to the Portal

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Posted on by Community Member Microsoft Employee

I am new to the Powerapps Portal and I have a requirement to create Invitations to invite the contacts to the Portal. This could be possible from the Portal management app. I want to achieve this in the Portal. Is there a way to do this?

Any help is greatly appreciated.

Thanks,

SG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create the invitations to the Portal

    Hi Soumen,

    Thank you for your reply. I could achieve it.Thanks for the links.

    Regards,

    SG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create the invitations to the Portal

    Hi Soumen,

    Thank you for your reply. I could achieve it.Thanks for the links.

    Regards,

    SG

  • Soumen S Profile Picture
    Soumen S on at
    RE: Create the invitations to the Portal

    Hi,

    Check the below article on how to add button and workflow. If this does not work I believe its not achievable, but you can open a case with Microsoft support team to take further confirmation on the same.

    nishantrana.me/.../

    Thanks,

    Soumen

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create the invitations to the Portal

    Hi,

    Thanks for the reply. I have rendered the portal contact entity list in the portal and tried adding the invite button using the action buttons from the entity forms to trigger the Send Invitation workflow. But the workflow action button is not displayed and I get the following error when i submit the Invitation form. Could you please elaborate how to add an invite button?

    8865.invitation-error.png

    Thanks,

    SG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create the invitations to the Portal

    Hi,

    Thanks for the reply. I have rendered the portal contact entity list in the portal and tried adding the invite button using the action buttons from the entity forms to trigger the Send Invitation workflow. But the workflow action button is not displayed and I get the following error when i submit the Invitation form. Could you please elaborate how to add an invite button?

    invitation-error.png

    Thanks,

    SG

  • Soumen S Profile Picture
    Soumen S on at
    RE: Create the invitations to the Portal

    Hi ,

    On the 2nd thought, You can try rendering the portal contact entity list in portal and add the invite button. I have not tried this before but you can give it a try.

    www.youtube.com/watch

    docs.microsoft.com/.../entity-forms

    Thanks,

    Soumen

  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    RE: Create the invitations to the Portal

    Hi,

    Where you are creating the contacts ? Inside the CRM or portal.

    I dont think this can be achieved from portal, but every time you create a contact you can automatically send invite.

    https://www.inogic.com/blog/2017/08/send-invite-to-contacts-automatically-for-microsoft-portal-in-dynamics-365/

    https://www.inkeysolutions.com/blogs/send-the-crm-portal-invitation-code-to-multiple-contacts-from-dynamics-365-customer-engagement-crm/

    Thanks,

    Soumen

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create the invitations to the Portal

    Hi,

    Thanks for the reply, but my requirement is after signing in to the Portal using Admin web role, I should be able to Invite contacts from the Portal and not using the Portal Management app. Is there any way to do this?

    Thanks,

    SG

  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    RE: Create the invitations to the Portal

    Hi,

    Please check the below article .

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/invite-contacts

    Thanks,

    Soumen

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