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Editable form on D365 Community Portal

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Posted on by LeoFernandas

Hi All,

I've a business requirement to link Account entity form as Sign Up page where users should have provision to submit Sign Up form. The User should get welcome email notification with redeem invitation code which they can use to complete Sign Up process and to have access to D365 portal. Since I have linked Account form with portal, I would like have a kinda custom profile page where user can update their details after logging in. However, there is one more Sign Up and Profile forms we have for some group of users and the same way, there is another set of Sign Up and Sign in are needed.

Since there is already a profile page which linked to Contact, I'm going to a new profile form in account. Here are my questions and i would like to thank you for answering my questions.

Can this Account form be used as profile for other set of users?
Can I trigger welcome email with redeem invitation code if I use Account entity?
Also, Is it possible to use two profile for two different set of users and restrict them having access to only one at a time based on their Sign Up option?

Thank you,

Leo Fernandas

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Nicholas Hayduk 2,863 on at

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Hi Leo,

The sign in functionality is built around contact - it won't work for account. So things like invitation codes won't work for accounts.

That being said, you could restrict functionality for profiles based on web roles. In your situation, you could have two different web roles, one for "contact" contacts, and one for "account" contacts. Then you could show different "profile" screens to them based on their web roles.

Hope that helps.

Nick

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Mahendar Pal 45,095 on at

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Hi,

Agree with Nick,

1. Can this Account form be used as profile for other set of users?

-- You can create custom profile and put required information there, once user is loged in you can redirect user to this particular form.

http://himbap.com/blog/?p=3410 //you can see how page redirection works

2. Can I trigger welcome email with redeem invitation code if I use Account entity?

-- Can't use with account but you can use workflow to send email response based on some trigger

3. Also, Is it possible to use two profile for two different set of users and restrict them having access to only one at a time based on their Sign Up option?

-- Yes, this can be done using web roles you can configure web roles to access one particular form and other to use other particular form.

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LeoFernandas on at

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Hi Nicholas,

Thank you for answering my questions! I hope this would definitely help me a lot while implementing this development work. However, I would like to know that I should have two different forms, one is for existing contact and the other one is for new account's contact? If so, Can I use custom form in contact which I can use as profile for new one?

As user submit the form from portal, it would only create record in account. Could you please let me know that how I would get the same data populated into contact as well?

Regards,

Leo

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Mahendar Pal 45,095 on at

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Hi,

I would like to know that I should have two different forms, one is for existing contact and the other one is for new account's contact? If so, Can I use custom form in contact which I can use as profile for new one?

-- Depends, is there any difference in the layout or number of fields, if only some difference you can use single form and use jquery to hide/show fields othewise you can create two contact forms and use them. you can redirect to your custom form instead of the profile form

As user submit the form from portal, it would only create record in account. Could you please let me know that how I would get the same data populated into contact as well?

-- You can create a contact using workflow where you can copy same data to contact and set this contact as primary contact in the account which they have created. But keep in mind only contact can login to portal.

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LeoFernandas on at

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Hi Mahender,

Thanks a lot for taking time and helping me out with my questions! :)

Regards,

Leo

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LeoFernandas on at

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Hi Mahender,

I've created new form in contact and made it looks as same as Account form, created workflow to auto populate account record values into contact on creation of Account record. Also, I've updated send invitation workflow (system workflow) to send redeem invitation code when email gets triggered. With this, I'm able to complete sing up process and able to sign in with that credentials.

After I logged into portal and clicked on new profile page, I'm being prompted with an error message stating that "the record you are looking for couldn't be found" though I'm able to see name of entity form linked to this page.

Can you please help me if there is any additional setting that I need to do.

Thank you,

Leo Fernandas

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