Customer Service Portal: Confirmation of a new user's email address

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Posted on by Steve Pillar

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Hi,

New users are registering on the Portal, supplying email, user name and password. The Profile page is then being displayed, for further details.

How does the Confirm Email work? Clicking on it doesn't seem to result in anything. I would have thought that an email would be sent to the address supplied, to confirm in some way that the user is legitimate. Is there any way in which to have sight of the resulting process etc?

Also with the fields that are required, only the First Name and Last Name are actually required, it seems. Is there any way I can force other fields to be mandatory?

Thanks

Steve

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Hi Steve,

1.How does the Confirm Email work?

The 'confirm email' option will trigger the workflow which is that of 'Send Email Confirmation to Contact', which can send email to contact from the Owner of the Contact.

You can refer following link for more details:

(+) Dynamics 365 Portal Confirm Email Error - Microsoft Dynamics 365 Community

2. Is there any way I can force other fields to be mandatory?

Dynamics Portal Profile page is a custom aspx page which displays Contact entity's "Profile Web Form" on the profile page.

You can go Settings > Customizations > Customize the system > Entities > Contact > Fields to change 'Field Requirement' for any fields you want.

Or you can refer following link to know how to customize profile page of portal:

(+) Customizing Dynamics Portal Profile Page - Microsoft Dynamics 365 Community

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Steve Pillar 156 on at

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Thanks Leah,

I eventually got the confirm email working. It wasn't easy but the accompanying article was very useful.

In terms of security, is there a way to prevent the new user from accessing the rest of the portal until the email has been confirmed? I can see this is possible if the user hasn't completed and updated the Profile details.

For example the user can raise a support call before having their email confirmed.

Thanks

Steve

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Hi Steve,

Out of the box, users can simply sign up and away they go – they are taken to their profile and can then browse about the website.

But you can refer following link, which can help you force user to confirm their email before accessing Portal Functionality.

How to enforce confirmation of email before enabling Portal functionality – Robert Bailey's Blog (robert-bailey.blog)

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Steve Pillar 156 on at

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Hi Leah,

The article was good, and I started up looking at the first option, creating a web page access control rule with a related web role. The instructions were clear and easy to follow but unfortunately I couldn't get the process to work, that is, adding the web role to the user once their email has been confirmed to give them access to the Knowledge Base page. The user received the email, and responded, the profile page showed the email address as confirmed but on the signing in again the user still didn't have access to the Knowledge Base page.

It wasn't until I added the web role manually that the user could access the Knowledge Base page.

I'm now looking at the article's second option but it there anything you can suggest for the above process not working?

Many thanks

Steve

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Hi Steve,

For the first option, assign web role to the contact when email confirmation is checked through workflow is important.

But you mentioned you need added the web role manually, the workflow not work?

As well as the following is my guess as to why the method didn't work:

The contact record has been created before clicking 'Email Confirmation' button, so the workflow can't be triggered when 'Email Confirmed' field is changed.

If so, you need add another trigger in workflow:

Also, You can go Settings > System Jobs to check the workflow for getting more details.

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Steve Pillar 156 on at

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Hi Leah,

I'm still having no luck.

So the web role is not being added automatically, despite the process seemingly running successfully:

Its not until I manually add the web role to the user that the pages can be accessed.

I've added the additional trigger so that the process is run when the email confirmed status is updated but still to no avail.

Thanks

Steve

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Hi Steve,

You can try to set 'Assign Web Role' as following screenshot(not only web role, you also need fill contact):

Or not using Assign Web Role, you can try to use Associate Web Role in Portal.

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Steve Pillar 156 on at

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Hi Leah,

I've now got this process working, when I included the Contact, as well as the Web Role, in the Custom Step Input Properties form.

Thanks again for your help

Steve

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