To check the portal users, navigate to the Portal User Management -> Contacts. Here you will get the list of the Dynamics 365 contacts that you can manage from here and sync with Dynamics CRM.
Note: Here you will get the list layout only if you have created the user forms in the Portal User Settings.
Once the contacts are added, you can generate the portal credentials and approve the users for the CRM contacts in bulk. Convert these contacts to portal users just with a single click.
Filter Contact Records
You can filter the specific records by clicking on the ‘Filter’ icon from the right side.
By clicking on the ‘Filter’ icon, the sidebar will open from the right. You can filter the specific Contact records based on the following criteria:
Search By Keyword: Search the contact records by inserting the Keyword.
Roles: Search the Role wise contact records. You need to select the Roles from the dropdown list.
Access: Select the record’s customer portal accessibility: “Enabled” or “Disabled” records.
After selecting the filter options, click on the Apply button to get the Contact records.
Create Contact
You can create a new contact by clicking on the Create Contact button. Insert the contact details and saving it will create a new contact here as well as in CRM. Here, you need to insert the contact details to generate the credentials for the portal users.
Once the contact details are inserted, you can generate the credentials by clicking on the “Generate Credentials”.
Note: Only those admin users can add the Contacts who have access to add Contacts.
Once the contacts are added, you can generate the portal credentials and approve the users for the CRM contacts in bulk. Convert these contacts to portal users just with a single click.
Approve Users
If any new customers register from the Portal and the ‘User approval’ flow is enabled from the Customer Onboarding Validation Setting, the admin will approve the portal user. After that, the registered customer can access the Portal.
You can approve the portal users (Contact) who is already a portal user, but the Approval Status is “Pending”.
By selecting the contact(s) from the list, you need to click on the Approve Users from the ‘Bulk Action’ options.
To approve the “Not Approved” contacts, select the contact(s) from the contacts list view and click on the Approve Users option.
Note: Only those admin users can approve the users that they have the access to do so.
Generate Credentials
To generate the credentials for a newly added contact, select the Generate Credentials option from the Bulk Action options and click on the Apply button to generate the credentials for the selected contact(s).
You will get the status report of the Generated Credential in the popup.
You can select the multiple contacts here and generate the credentials for them.
Note: Only those admin users can and generate the credentials that have the access.
Edit/Delete Contacts
You can edit any contact or delete if it is not required. This will be synced from the CRM side as well.
Assign new role to Contacts
From the Contacts, you can assign a new role to the portal users (Contacts). If you need to change the role for mass records, you just need to select those contacts for which you want to change the role.
Check the checkboxes of the contacts and click on the option besides the Create Contact button. You will find the Assign New Role option in the action list.
By clicking on it, you will get the “Assign New Role” pop up, from there you can select a new ‘Role’ from the drop-down list.
After selecting the New Role, you need to click on the Change button and the new role will be assigned to the selected contacts.
After assigning roles to the bulk Contacts, the New Role Assignment Status will be generated and will be shown to the user.
Note: Here only the portal user’s role will change once the new roles assigned to the contacts (Portal users).