Configure a contact for use on a portal

After filling out the basic information for a contact in Dynamics 365 for Customer Engagement, (or having a user fill out the sign-up form in a portal), go to the web authentication tab on the portal contact form to configure a contact by using local authentication. For more information about federated authentication options, see Set authentication identity for a portal. To configure a contact for portals by using local authentication, follow these instructions:

  1. Enter a username.
  2. On the command ribbon, go to More Commands > Change Password.

Complete the change password workflow, and the necessary fields will be automatically configured. When you have done this, your contact will be configured for your portals.

Change password for a contact in Dynamics 365 Portal app

  1. Select Task Flow on the toolbar at the top.

    Task flow icon

  2. Select the Change password for portal contact task flow.

  3. In the Change password for portal contact pane, select or create a contact to change the password, and then select Next.

    Select a contact to change the password

  4. In the New password field, enter a new password, and then select Next.

    Enter new password for the contact

    If you do not enter a password and select Next, you'll be asked whether you want to remove password for the selected contact.

    Remove password for the contact

  5. After making the changes, select Done.

See also

Invite contacts to your portals
Set authentication identity for a portal