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Password Reset/Invitation code

  • 1.  Password Reset/Invitation code

    Posted 16 days ago
    Hey guys,

    I have a bit of an issue I am trying to solve and it seems much harder than it should. Here is the scenario:

    - we have many contacts in the system that we migrated from a different CRM software. Some of them will not have a portal account set up. So if they go to the portal and use 'Forgot Password' nothing happens. If they go to Register, their email is taken.

    I would like to allow them to use the "Forgot Password" or similar functionality to request an invitation. I found this: How to Give 6 million Contacts Access to your Portal
    ReadyXRM remove preview
    How to Give 6 million Contacts Access to your Portal
    Both the Dynamics 365 Online Portal and Adxstudio Portal have the ability to allow visitors to register to give them access to authenticated areas of your site. Despite what authentication method you use (Forms based, Windows Live ID, Active Directory, Google, etc) the portal will create a corresponding CRM contact record for each visitor that...
    View this on ReadyXRM >


    However, the "plugin" part is where I am stuck. I was wondering if anyone has done anything similar using workflows in CRM? If I have a new intake form that takes their email into a new entity like described in the post, i could use that field change as a trigger. Is there a way to "check if this email exists in CRM"?

    Thanks!



    ------------------------------
    Gabriel Fiorenzano
    Calgary Chamber of Commerce
    Calgary
    ------------------------------


  • 2.  RE: Password Reset/Invitation code

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi Gabriel

    That blog post looks familiar. :)

    Regular Dynamics 365 workflows will not accomplish this (I tried).  However, if I were to implement this same feature today I think I would use Microsoft Flow using the CDS connector.

    When the invitation request record gets created, trigger a Flow.  The Flow can query the contacts based on the email address from the invitation request record, if there are no matches, then send an email asking the contact to register.  If there is one match, then create a Portal Invitation and link the contact, if there is more than one match then route an email to someone internally to resolve.

    If you are comfortable with Dynamics 365 Workflows, then you can easily work with Microsoft Flow, there are hundreds of resources.  The longer-term roadmap is that eventually, Flow will be the preferred workflow engine for Dynamics 365.

    https://flow.microsoft.com/en-us/

    A GREAT learning resource for Flow is @Elaiza Benitez 's WTF series on YouTube.

    https://www.youtube.com/channel/UCeIIWnODcCXaN-ERLzeOScA/featured?disable_polymer=1

    Hope that helps!

    Cheers
    Nick


    ------------------------------
    Nick Doelman
    Microsoft MVP
    Dynamics 365 Specialist
    ottawa ON
    ------------------------------



  • 3.  RE: Password Reset/Invitation code

    Posted 15 days ago
    Hey Nick,

    Thanks for that tutorial, really great stuff. I was exploring the Flow avenue however I have found some issues with Flow - delay being one of them.

    I had used Flow for generating receipts (which BLOWS my mind that CRM doesn't have a simple PDF receipt solution for invoices) and found it took hours to run, event if the trigger was on record creation.

    I ended up hacking a solution of populating portal fields for all my contacts so that they "have an account" and the Forgot password will work - not ideal but it did the trick.

    Cheers,

    ------------------------------
    Gabriel Fiorenzano
    Calgary Chamber of Commerce
    Calgary
    ------------------------------



  • 4.  RE: Password Reset/Invitation code

    TOP CONTRIBUTOR
    Posted 12 days ago
    Hi Gabriel

    Glad to hear you found a resolution.  You should expect a slight delay with Flow... a few seconds to maybe a minute or two, as it is asynchronous but not hours (depends if it is being run against thousands of records, etc).  However, we are still in early days with Flow as a Dynamics 365 workflow engine and Microsoft still has some chores to do to match parity with regular workflows.  They will get there eventually.  Part of the key is to use the CDS triggers and steps and not the Dynamics 365 ones.

    Cheers
    Nick

    ------------------------------
    Nick Doelman
    Microsoft MVP
    Dynamics 365 Specialist
    Nick Doelman Co.
    ottawa ON
    ------------------------------