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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Portals: How to add we...
Microsoft Dynamics CRM (Archived)

Portals: How to add webroles to Azure AD (guest) users

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Posted on by Erik ten Brinke 2

Good morning,

For a portal project we are looking into using Azure AD for our portal users, using guest accounts in the Azure AD.
I cannot find any documentation on how to add webroles to such a guest account, e.g. how to control privileges on the portal.

Are Azure AD guest accounts automatically created as contacts in D365? and there we can add webroles? Or how does it work?

Thanks in advance,

Erik

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  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at

    External users will get a email invite... once they accept then they will be created as guest users in AD with their email ID as unique identifier. Now they will behave exactly like normal users in AD. You will have to assign Dynamics license to them and they will be able to access CRM. Once they are normal users in D365 then they can be treated as contacts in Portals.

  • Erik ten Brinke Profile Picture
    Erik ten Brinke 2 on at

    Thanks for the reply pranav. So that removes the benefit of not having to arrange licenses for portal users, since you are then not using D365 contacts as a basis?

    But in the end they will still have to have a contact record in D365, so we can control privileges via a webrole?

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at

    Hi,

    Your question was targeted towards AD guest users. Anyways...If you dont want to create a user as guest in AD, then end customers will be directly able to access CRM portal directly. No need to assign licenses. They will be contacts in CRM and users on Portal.

    Have a look at this diagram. If users are part of companies business process then licenses will be required otherwise for customers it won’t be necessary.

    Lisencing_2E00__2E00__2E00_.png

  • Erik ten Brinke Profile Picture
    Erik ten Brinke 2 on at

    Yeah I get that Pranav :) In the meantime I understood that AzureB2C user accounts will be automatically also created in D365 as contacts when the instance are linked, so we can work from there.

  • PranavShroti Profile Picture
    PranavShroti 4,510 on at

    If found useful, please mark the answer as verified... this will close the loop and in turn, help other community members.

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