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Microsoft Dynamics CRM (Archived)

Login of Registered Dynamics "User" as a "Contact"

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Posted on by 297

Hello!

"present@umt02052018.onmicrosoft.com" a registered user of my dynamics account but now i want "Sign in with a local account" to portal as a "Contact" by giving "Username" and "Password" so how can i login? I do not want login with "Azure AD".

Kindly give me solution please!

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  • Verified answer
    Dmytro Rutkovskyi Profile Picture
    1,835 on at

    Hello,

    In common case, you can control auth settings with Portal  Site Settings. (Portal-> Site Settings).

    Make sure "Authentication/Registration/LocalLoginEnabled" is set to true. Probably you need to check that (Authentication/Registration/LocalLoginDeprecated is set to false)

    If you need enable local registration you can do it with "Authentication/Registration/Enabled"

    Note: If you haven't some settings in your system, you can just create that record.

    More about settings to control your authentication flow is here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/set-authentication-identity

    As well you can find helpful GDPR article here https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/implement-gdpr

  • Verified answer
    Justinjose Profile Picture
    2,707 on at

    Hi ,

    To login Portal locally you need contact record in crm.

    1. Create a contact in Dynamics CRM
    2. Select 'Portal Contact' form in Contact
    3. Add 'Authenticated users' Web Roles in Web Role sub-grid
    4. Create Username in the Web Authentication section
    5. Change password by Clicking 'Change Password' button in the ribbon.
    6. Login to portal using the Username and Password

    Also make sure following Portal Site settings are set to true

    • Authentication/Registration/Enabled
    • Authentication/Registration/LocalLoginEnabled

    How to login using Redeeming invitation and set authentication see below link

    docs.microsoft.com/.../set-authentication-identity

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-contacts

  • Microsoft Dynamics 365 Consultancy Profile Picture
    297 on at

    Thanks Justin

  • Microsoft Dynamics 365 Consultancy Profile Picture
    297 on at

    Thanks Dmytro

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