To disable open registration process, you need to hide registration page like this
Now follow the steps to disable open registration process.
Step 1: Go to Portal > Site settings.
Step 2: Open the record whose name is Authentication/Registration/OpenRegistrationEnabled.
Step 3: Set its value to false and save the record.
Go to portal and then check..... registration page has been hide. Now question raised How to create user account for portal after disable Open registration process.
Now follow the steps to Create user account for portal after disable open registration process.
Step 5: Firstly you have to create contact in MS Dynamic CRM for Portal's User's Account.
Step 6: After Create contact, Click on Create Invitation button.
Step 7: After click on button, it will open a new Invitation form. Now Save this form after fill infomation.
Step 8: Now Scroll down the Invitation record which you created in step-7. Go to Advance tab
and check Invitation code.
Step 9: Now you can send this Invitation code through an Email. We have a By-default Workflow whose name is Send-Invitation. This workflow send Invitation code to User's Email. You can also Modify this workflow as per your need.
Step 10: After got an Invitation code through an E-mail. Copy-Paste the code in portal's Redeem Invitation and then click on register.
Step 11: After click on register, it will open a registration page. Here you can set your username and password for portal's account.
Note: It will update the contact which you created in Step 5.
Note: You can also create workflow to create invitation code. Now the process become
* Create Contact in Dynamic CRM.
* After create contact, a workflow will run which create an Invitation record which contain invitation code.
* After create invitation record, again workflow (Send-Invitation) will run which send Invitation code through an E-mail.
Click Here to know, How to Create Entity Form in ADX Studio Portal / D365 Portal.
Click Here to know, How to Hide Sign in with External account label and AzureAD in D365 Portal.
Step 1: Go to Portal > Site settings.
Step 2: Open the record whose name is Authentication/Registration/OpenRegistrationEnabled.
Step 3: Set its value to false and save the record.
Go to portal and then check..... registration page has been hide. Now question raised How to create user account for portal after disable Open registration process.
Now follow the steps to Create user account for portal after disable open registration process.
Step 5: Firstly you have to create contact in MS Dynamic CRM for Portal's User's Account.
Step 6: After Create contact, Click on Create Invitation button.
Step 7: After click on button, it will open a new Invitation form. Now Save this form after fill infomation.
Step 8: Now Scroll down the Invitation record which you created in step-7. Go to Advance tab
and check Invitation code.
Step 9: Now you can send this Invitation code through an Email. We have a By-default Workflow whose name is Send-Invitation. This workflow send Invitation code to User's Email. You can also Modify this workflow as per your need.
Step 10: After got an Invitation code through an E-mail. Copy-Paste the code in portal's Redeem Invitation and then click on register.
Note: You can also create workflow to create invitation code. Now the process become
* Create Contact in Dynamic CRM.
* After create contact, a workflow will run which create an Invitation record which contain invitation code.
* After create invitation record, again workflow (Send-Invitation) will run which send Invitation code through an E-mail.
Click Here to know, How to Create Entity Form in ADX Studio Portal / D365 Portal.
Click Here to know, How to Hide Sign in with External account label and AzureAD in D365 Portal.
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