Configure Authentication Options in Microsoft CRM Portals

Every company has a different sign in requirement. Unfortunately, the template for the 'Sign in' page is not exposed to edit. However, some authentication options can be configured in Site Settings: Simply setting the value field as 'true' or 'false' shows or hides the associated area(s). Site Settings Associated Areas Authentication/Registration/Enabled Register & Redeem Invitation... Continue Reading →

How to Update Key Portal Settings?

The steps below show how you can update the fundamental Microsoft CRM Portal Settings: Go to Dynamics 365 Administration Center. Click 'Applications' to go to the Applications tab. Select the name of your portal from the list. Click 'Manage'. This will open the Microsoft Dynamics 365 Portal Administration Page in a new tab. On the... Continue Reading →

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