Microsoft Dynamics CRM (Archived)

D365 Portal External Users

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Posted on by CRMexplorer

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Hi,

what can the users with license in dynamics 365 can do in a portal that an external users(no license) cannot do?

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Syed Ibrahim 6,257 on at

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For the portal access wise for both license and external users there is no Much difference. Even though use is an license user login for both internal and external users will be stored in the contact entity. So portal wise no difference. only difference license user has access to CRM others not.

Hope this helps

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CRMexplorer 760 on at

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Hi in terms of actions/priveleges that they can do it records..is there a difference?

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Jane,

Those who are having a license of Dynamics 365, could be the CRM Users as well as the CRM Portal Users.

For these type of users, CRM security/privilege decides from CRM Security Roles and the Portal security/privileges decide from Portal Web Roles.

A licensed user can access Dynamics CRM internally and can do the customization and configuration based on his/her roles provided by CRM Administrator

Those who are not having a license of Dynamics 365, could be the CRM Portal Users only.

For these type of users, security and privileges decide from Portal Web Roles only.

External User cannot access Dynamics CRM directly, cannot do customization and configuration. They can only access the Portal to interact with the CRM internal users with limited access.

In CRM, Licensed Users information store in User entity, but if they access Portal then their information store in Contact Entity as well, While External Users information store in Contact Entity only.

Let me know if you would like to get more clarity.

If found useful, please mark the answer as verified.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.com

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Nicholas Hayduk 2,863 on at

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Hi Jane,

No difference. As long as the person is an external user, there are no limitations on what actions they can perform in the portal. If you can make it work in a portal, it should be fine.

The one small caveat to that is you can't use the portal to allow a customer to manage aspects of their business. So you couldn't build a simple CRM in the portal, and then sell the portal to customer to use as their CRM. However, there is nothing technical that stops this, it is just a violation of the license terms.

Nick

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Aric Levin - MVP 30,190 Moderator on at

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Hi Jane,

As far as access there is no difference as what external users and internal users can do, but there is a licensing aspect of it, that internal users will require a license if they perform operations for the organization.

Per the Microsoft Licensing guide:

External users are end customers and third-party users of the organization or its affiliates and do not require SLs to access Microsoft Dynamics 365. External user access is included with the organization’s internal user SLs. Customer Engagement Applications graphical user interfaces may not be accessed by external users.

In addition, external users include off-site vendors not on an employee-like relationship with the organization or its affiliates (e.g. IT help desk support vendors serving multiple customer organizations).

However, external user access does not extend to the customer or the customer’s affiliate’s contractors, vendors, or agents providing business processes on the customer’s behalf or using Microsoft Dynamics 365 to manage any portions of their business. In this sense, the customer may not use Microsoft Dynamics 365 to provide business process outsourcing services to its clients.

Hope this helps.

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