Customer self service portal login problem

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Posted on by ufgeorge

I create a customer self service portal.

Anonymous user can create an account and login without problem.

I can see contact record created in Dynamic 365 after he login.

My problem:

1. The existed contacts, I gave them password by "Change password" in Contacts panel. But when I try to use email of this contact and login, the login failed. What is the login id of existed contact?

2. When I try to use "Forget password" in portal, the reset email never send! How can I troubleshoot it? I can send email in D365 sales/marketing and also case.

Thanks for any help.

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CRMJetty 3,508 on at

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RE: Customer self service portal login problem

Hello ufgeorge,

1) What is the login id of an existing contact?

Pls refer this thread,

community.dynamics.com/.../742666

2) Reset email never sent:

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.

I hope it helps,

Thanks.

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Community Member Microsoft Employee on at

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RE: Customer self service portal login problem

Hi,

Unfortunately, it impossible to change to any other email address which does not existed like "donotreply@mycompany.com" in the from field from the properties window of the Send Email.

You will need to change the From field in the process to either a specific user, or set up a queue and send from that instead.

Regards,

Leah Ju

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ufgeorge 40 on at

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RE: Customer self service portal login problem

The password reset email will from owner email of the contact.

Is it possible to change to any other email address which does not existed like "donotreply@mycompany.com"
Community Member Microsoft Employee on at

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RE: Customer self service portal login problem
ufgeorge 40 on at

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RE: Customer self service portal login problem

Can you screenshot "Select 'Portal Contact' form in Contact".

I don't see it in my Contact.
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Community Member Microsoft Employee on at

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RE: Customer self service portal login problem

Hi ufgeorge,

1.What is the login id of existed contact?

Login to portal using the Username and Password

open an existing contact in Dynamics CRM

Select 'Portal Contact' form in Contact

Add 'Authenticated users' Web Roles in Web Role sub-grid

Create Username in the Web Authentication section

Change password by Clicking 'Change Password' button in the ribbon.

Login to portal using the Username and Password

Also make sure following Portal Site settings are set to true

Authentication/Registration/Enabled

Authentication/Registration/LocalLoginEnabled

How to login using Redeeming invitation and set authentication see below link

docs.microsoft.com/.../set-authentication-identity

2.The reset email never send.

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/set-authentication-identity#forgot-password-or-password-reset

By default the system uses action called "Send Password Reset To Contact" to send an email with necessary data. It configured to send an email from the owner of the contact by default. In your case, it might be that the owner of the record doesn't have an email

Working with Microsoft Dynamics 365 Portal Password Reset | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

Regards,

Leah Ju

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