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Microsoft Dynamics CRM (Archived)

How to set a System user as a Portal User

Posted on by

I saw at LINK: "In a portal application, an authenticated portal user is associated with either a Dynamics 365 contact or system user."

How do I set this up?  In AdxStudio, I think there was a field to set what System User the contact was related to, so I thought for portals it would be similar.

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  • zabby Profile Picture
    zabby on at
    RE: How to set a System user as a Portal User

    What Guid is it using for the username?  I was hoping it'd be related to the CRM System User Guid but it looks like it isn't.

  • Verified answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: How to set a System user as a Portal User

    Hi zabby,

    You would still have to use a Contact record in CRM as the Portal User.

    https://community.adxstudio.com/forums/adxstudio-portals/36cac0a3-7c73-e511-80dd-000d3a10150a

    OOTB, Dynamics 365 Portals provides a option to Sign In using Azure AD.  Dynamics 365 (CRM) User can simply login to Dynamics 365 Portal using the same credentials.  If you are already logged in, it doesn't even ask for credentials, since it's configured for single sign on (SSO). A Contact will be created in CRM.

    PortalUser.PNG

    PortalUser.PNG

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