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Modify Sign Up in Dynamics CRM Online Portals (Adx Portal Version 8.x)

Posted on by 155

I am a adxstudio portals developer and i am aware how sign up functionality works in Adx studios portal version 7.x however i am currently working on the Microsoft Dynamics CRM 365 Portals 8.x and I am trying to add more fields on the signup page but i cannot find page template or webpage for this sign in the portals in dyanmics crm, can anyone please help me how can i add more fields to this page.

Thank you

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  • CU28111156-0 Profile Picture
    CU28111156-0 45 on at
    RE: Modify Sign Up in Dynamics CRM Online Portals (Adx Portal Version 8.x)

    HI guys,

    just to let know the others. The above suggestion works. You should use these two workflows to set password for contact, so they can reset password. You can embed them in your own workflow. Great help. Thank you.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Modify Sign Up in Dynamics CRM Online Portals (Adx Portal Version 8.x)

    You can run a workflow on create. Call workflow activity registered by ADX named as

    Adxstudio.Xrm.Workflow.Identity.ChangePassword in the first step

    The generate security stamp using

    Adxstudio.Xrm.Workflow.Identity.SetSecurityStamp

    Then in the next step update logon enabled to yes.

    This should work.

  • Dev Dex Profile Picture
    Dev Dex 155 on at
    RE: Modify Sign Up in Dynamics CRM Online Portals (Adx Portal Version 8.x)

    If i create a custom sign up page then how to handle password (hash encryption)?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Modify Sign Up in Dynamics CRM Online Portals (Adx Portal Version 8.x)

    Sorry for the confusion. I think you should create a new custom sign up page using entity form. Then you can update the site marker of sign up to point to your custom sign up page.

  • Dev Dex Profile Picture
    Dev Dex 155 on at
    RE: Modify Sign Up in Dynamics CRM Online Portals (Adx Portal Version 8.x)

    Portal Contact form is used to view the information of portal user in the CRM and Profile web form is to view/edit user profile in the portal. I am looking to modify Sign Up (Registration Page) 

    thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Modify Sign Up in Dynamics CRM Online Portals (Adx Portal Version 8.x)

    I think the name of the form is Portal Contact. Go to Settings-->Customizations-->Customize the system. Expand contact entity and it's forms. There you can find it.

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