Skip to main content

Notifications

Dynamics 365 general forum

Customize 'Register' functionality Dynamics Portal

Posted on by 65

Hi,

Is it possible to customize the 'Register' functionality of a Dynamics Portal in such a way that contacts that register are looked up in Dynamics based on email and company and in case of an existing account connected to this account?

Thanks!

Tim

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Customize 'Register' functionality Dynamics Portal

    Hi,

    You could you redeem functionality wherein you create the redemption code for the existing contact and then share it with them, they use that code to during registration and the details gets auto populated based on the stored information.

    Refer these-

    docs.microsoft.com/.../invite-contacts

    community.dynamics.com/.../in-depth-walkthrough-redeeming-invitations-modifying-invitation-email-and-disabling-open-registrations-in-dynamics-365-portals-adx-portals

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans