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Dynamics 365 Community / Forums / Customer Service forum / Change the description...
Customer Service forum

Change the description on the Sign in form in Customer Portal

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Posted on by Anlai888 2

Hi, I would like to edit the words "Sign in with a local Account" to "Client Sign In" but can't find the Content Snippet that supports this.  All I have is Account/Conversion/SignInExternalFormHeading that value is 'Sign in with supported account' which is something else.  Any ideas?

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Portals
  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Th content snippet for sign in local heading is "Account/SignIn/SignInLocalFormHeading". If you can't find it, add a new record.

    Hope this helps

  • Anlai888 Profile Picture
    Anlai888 2 on at

    Thanks Ravi, I saw that in another post but I don't have that available in my snippets. I've checked inactive it's not there either.  Not sure how I activate it

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    It is not necessary to already have it in your system...you need to create a new record. In my case also I created that recird.  Simple go to existing content snippet and click new record with the details I have shared.

    Alternatively, you can use front editor to edit the snippet...for this login as system admin, navigate to /sign8n page and then click edit on the content snippet...this way the record will be created automatically.

    Hope this helps.

  • Anlai888 Profile Picture
    Anlai888 2 on at

    Thanks Ravi that worked a treat, thank you so much!  

    I also tried to replace "Sign in with an external account" by creating Account/SignIn/SignInExternalFormHeading.

    It didn't seem to work, but when I sign on as Admin, then I can see it changed, but as soon as I close the browser and open it again, the old words are back.

    Also, for some reason I'm not able to see the editor anymore.  I know what you mean as I've done some changes that way in the past, but we moved our Portal to another instance, and although I'm set up as the administrator I'm unable to see the edit fields when I'm signed in.    Is there something I'm missing?

    Thanks so much for your help

  • Anlai888 Profile Picture
    Anlai888 2 on at

    Nevermind, that worked as well.  I just forgot to add 'English' duh.  Still can't edit frontend but I'll ask IT to check my permissions again.  Thanks for your help!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    You can also sign in portal-side as a portal admin and navigate to the Sign In page via the url search bar. Then you can edit the snippet from there :)

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