How to send an invitation code to the Microsoft CRM Portal User for registration

Problem: How to send an invitation code to the Microsoft CRM Portal User for registration

Solution: Create a custom solution with workflows and entities. Use Contact and Invitation entity.

Details:

Pre-requisite:

  1. User configuring the system is the Global Administrator
  2. Microsoft CRM Portals add on is configured
  3. Customer Self Service portal is switched on

Please follow below steps:

  1. Create a CRM Solution “Portal User Registration”

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2. Create a new entity Portal User Registration

Note: you can use Contact entity as well, I have created a fresh one for testing purpose

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3. Include Contact and Invitation entity with minimum components, in the solution.

4. Create a fresh Contact Form “Demo Contact Form”

5. I have created a Demo Contact Form as below, that I will use in the Portal’s Web Page. For simplicity I have added First Name, Last Name and Email address that I will use in the Registration page

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6. Now create two workflows

  • Send Invitation
  • Demo Registration Invitation

7. Send Invitation Workflow

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Note: use your instance url instead of https://abc.microsoftcrmportals.com

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8. Demo Registration Invitation: Create a workflow at the organization level with below configuration

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9. Now save and activate the workflow

10. Create a new web page “Registration”, but before that create

  • Entity Form
  • Entity List

11. Entity Form: Associate the “Demo Contact Form” that you created previously in this form as below

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12. Entity List: Create Entity List as below

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13. Create a new page “Registration” in the Portals as a “Web Page”. And add Entity List and Entity Form, that you just created

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14. Save and the end

Now lets do some testing:

  1. Now the configurations are done and I will test the Registration page
  2. I will go to my CRM Portal URL, and register a fresh contact < https://abc.microsoftcrmportals.com/Registration>

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3. When I click Submit, I see this page. Now I will check my emails to see the invitation code

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4. Click on the link and it will take you to the invitation page (Note: don’t worry about the Sign in or Register link – I haven’t hidden these two links)

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5. Register and this will take you to the profile page. Enter Username, Password and click Register (Note: don’t worry about the Azure AD button or Register or Sign in link – I haven’t hidden it here)

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6. Fill in the details and click Register

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7. This will take you to the Profile page, enter the details below and Update your details. You can also confirm your email address

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8. I have used entity form for above, if you want to use validation and rules on the form then you can create “Web Form”.

9. The end.

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