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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

PowerApps Portal User Registration and account association

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Hi,

What would be the best way to achieve

  • User registration on Portal
  • Association of the user with the Account
  • Option to invite more users in the account by the user through the Portal.
I have the same question (0)
  • Suggested answer
    Eiken Profile Picture
    on at
  • Suggested answer
    Eiken Profile Picture
    on at

    Hi,

    You can register a user on Portal directly or register a contact to user in Portal Management, steps are as follow.

    1.Create a new CRM contact or open an exsiting contact in CRM

    .pastedimage1676259367066v1.png

    3.Open the standard contact Form "Portal Contact".

    3 Fill in with a username in field "Username".

    4.Set flag "Login enabled" to "Yes".

    5.Create a password by using the on-demand CRM dialog "Change Password".

     pastedimage1676259428981v2.png

    6.Associate a Web Role (e.g. "Administrators" or "Authenticated Users") to that CRM contact.

    7.Go to Portal and try to login with these credentials now.

    pastedimage1676259442636v3.png

    The user registered by portal will create a contact, so you can associate of the user with the account manually.

    Or the following look up field can associate with account in Invition.

    pastedimage1676259697283v4.png

    To invite more users, please refer to the following link.

    Invite contacts to your portals - Power Apps | Microsoft Learn

  • Suggested answer
    Eiken Profile Picture
    on at

    Hi,

    Has your problem been solved?

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