Configure a contact for use on a portal

After filling out the basic information for a contact in Dynamics 365, (or having a user fill it out the signup form in a portal), navigate to the web authentication tab on the portal contact form to configure a contact using local authentication. For details on federated authentication options see Set authentication identity for a portal. To configure a contact for portals using local authentication, follow these instructions:

  1. Enter a username.
  2. On the command ribbon, click 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.

See also

Invite contacts to your portals
Set authentication identity for a portal