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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Portal Authentication ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Portal Authentication with Account entity

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Posted on by Dave123 119

How can I configure the authentication of users from the Account entity into a Dynamics 365 custom Portal?

We use the Account entity to hold customers for the purpose of interfacing with Business Central more efficiently

We want to allow the customers in the Account entity to authenticate into the Portal to access Resource Bookings and other entity data related to the Account

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  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at

    Hi,

    You can please check this link,and several other related blog of portal:

    https://www.crmjetty.com/blog/how-to-role-based-access-dynamics-crm/

    www.crmjetty.com/.../

  • Suggested answer
    - Matt Bayes - Profile Picture
    - Matt Bayes - 890 on at

    Hey Dave,

    Unfortunately the portal authenticates based on Contact and thus requires the Contact to be the one signing in. What I would do in this case is create a Contact record for each Account that would solely be used for logging in. Using the OOB relationship from the Contact to Account (companyname) this should allow you to surface whatever data you need as you can utilize the "Parent Customer Id" filters in the portal.

    I would of course have some validations in place in CRM so the Contact cannot be deleted easily, as that would then remove the ability for the stakeholders to sign into the portal, albeit all of the information will still be available on the Account so that will not be a huge worry.

    I hope this helps and answers your questions! I would appreciate it if you marked this as Answered!

    If you are bored, come check out my blog here!

    Thanks!

    Matt Bayes

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