Once the Customer Portal has been deployed, anyone can create a profile on the Customer Portal. Additionally, since the portal is linked to your Dynamics 365 instance, Dynamics will automatically create a contact record for any user who registers on the portal. The following steps will show how to create a user profile in the portal.
Follow the steps below to create a user profile in the portal.
- Go to your Customer Portal, and click Sign In.
- Go to the Register tab and enter an email address, desired username, and password. Then click Register.
Note: You don't need to enter a working email address, but it must be formatted correctly.
- On the next screen, you will be prompted to enter more contact details. Any required fields are marked as such; all other fields are optional.
- Once you've entered your contact details, you'll be redirected to the page where you started.
Note: You are now logged in as the user you just created.
- As a Dynamics 365 user, you can verify that a contact record now exists for the new portal user.
Check out below for more information about portal authentication.