Tags
Dynamics 365 CE portal users can be anonymous, customers/partners, admin users with varying access permissions and type of resources accessed include content, data.
Anonymous Users: Should be given minimal amount of access.
Customers/Partners: Should be able to logon and modify the data
Admin Users: Have access to information to enable decision-making process.
Two modes of Authentication are supported for Dynamics 365 portal
- Local Authentication: Implemented using forms based authentication (FBA) model and the user will be a Contact record in Dynamics 365 CE instance
- External Authentication: Uses ASP.NET Identity API model and authentication is performed using third-party IDP (Identity provider) for example Azure AD, Google etc.
Authentication using System User:
A system user having access to Dynamics 365 CE instance organization will be an Azure AD user.
Example scenario:
Portal URL https://spaceflight.powerappsportal.com
Login User: girishs@idyconsulting.onmicrosoft.com
Click on Azure AD and logon
It should now redirect to the home page
Authentication using Local Account (Contact Record):
- Go to portal url https://spaceflight.powerappsportal.com and Register a user
Note Email has to be unique for every registered user. Once successfully registered the user will appear as a contact in CRM
The password entered during registration will be stored as a hash and this can be viewed from using Advanced Find
The following solutions must be present in the Dynamics 365 CE Instance/Org for the portal authentication to work, by default they are installed once portal is provisioned.
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