How to setup an external CRM portal user account/contact

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Posted on by NickPalmer

Hi,

We are using the Dynamics 365 Customer Service Hub and 365 Portal. I've succeeded in setting those up and I'm able to login and access both sites (apps I guess) with no issues.

I've also succeeded in removing the option on the portal site for users to add their own accounts since we would like to control who can access the site.

So my question is, how do I setup an account or contact and password for a new user? Would I create a new account or a new contact?

Thanks in advance,

Nick

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Portals

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PS 23,577 on at

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Hi Nick

Access can only be provided to contacts or contacts associated to an account.

Go to the 'Portal Contact form' Enter minimum the highlighted fields, others are upto you if need be.

Assign web roles (under related) and change password (it will work as new password too):

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NickPalmer 20 on at

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Thanks! That was just what I was looking for.

Nick

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