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:
- Enter a username.
- 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.