Contacts

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.

 

– Add Contact

You can create a new contact by clicking on the Add Contact Insert the contact details and saving it will create a new contact here as well as in CRM.

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 ‘Registration’ widget for the Registration page, the admin will approve the portal user. After that, the registered customer can access the Portal.

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, click on the Generate Credentials option. The newly added contacts will get the portal credential mail to access the portal and set a password.

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 it if it is not required. This will be synced from the CRM side as well.

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