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External users access to CRM Online

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Posted on by Kirti Sethiya

For one of the use case we come across is that the our customer deals with channel partners, distributors, dealers, etc. for their go-to-market strategies. These all people have their goals, leads, contacts, etc. which in any ways are the company's contacts or leads. So, is there any way that these external people outside the customer organization can access the CRM to create/view/edit their records.

Thanks!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

The easiest way is to create user account for external user and give it to them.

There is an alternative way on how you can give an access to your environment using Azure B2B - www.data3.com/.../

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LuHao 40,892 on at

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Hi Kirti,

In addition to Andrew’s solution, Portal may help you solve this problem. Microsoft Power Apps portals extend Common Data Service to internal and external audiences such as communities, customers, partners, and employees.

For CRM Administrator:

A contact must be given one or more web roles to perform any special actions or access any protected content on the portal.

A Web role allows an administrator to control user access to portal content and Common Data Service records.

If you want to create a web role please refer https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/create-web-roles.

And a web role can be associated with the following records: Website permissions; Webpage access rules and Entity permissions.

For External users:

You can go to the portal to register and sign in through link and account that administrator provides.

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LuHao 40,892 on at

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Hi partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks. : )

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