Registration in Dynamics CRM Portal for Customers
Microsoft Dynamics CRM allows organizations are able to expose parts of their CRM records to their customers or partners thanks to the portal add-on. In the out of the box “self-service” portal, customers are able to register and login to open or see open cases, browse and post in forums and browse a Knowledge base.
After installing the portal add-on (you can check the How To by clicking here) you will be able to customize the portal to suit your needs or the needs of your customer.
A common question that you will ask yourself when customizing the portal will be “Should users be able to register or not”.
Registration Requirement Scenarios
Depending on your reason for installing the portal, you may want:
- To leave registration open for new customers. This is the default setting.
- The portal to be “Invite Only”.
- For only the people who use the CRM to be able to login.
Out of the box, anyone will be able to register and create an account.
When a new user registers, this will create a new Contact record in Dynamics CRM.
Setting the Portal to “Invite Only”
A common requirement for businesses is to be able to control who can register in the portal.
An example of this behavior could be that every time a Case is created, you would send an Invitation to the Case’s primary contact person, inviting them to register.
In this scenario, you would want registration to be allowed but Only for people who have an invitation code.
You can achieve this by following these steps:
- Navigate to “Portals => Site Settings“.
- Find the setting: “Authentication/Registration/OpenRegistrationEnabled” and set it’s value to “false”.
- If the record doesn’t exist, create a new record and set it’s value to “false” as show in the screenshot below.
If you navigate to the Sign In page of the portal you can see that the “Register” tab has disappeared but the “Redeem Invitation” one is still visible.
Completely Remove the Registration Process
Completely removing the registration process is very similar to what we did to limit the registration to invite only.
To achieve this, you need to modify the Site Setting “Authentication/Registration/Enabled ” to false.
After this, no user will be able to register whether he has an invitation code or not.
And that’s it for this How To! Don’t hesitate to leave a comment if you have questions!