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Dynamics 365 Portal: Customizing Portal User Registration Process – Part 4

In my last post in this series on creating a custom registration form for a Dynamics 365 Portal implementation, I discuss some optional minor user experience enhancements.

In my previous post I completed the process for creating a custom user registration form. However, with a bit more effort, it is possible to enhance the user experience for anyone going through this process.

Cleaning up the Invitation Email

As I mentioned in my last post, it is important to customize the email that appears in the Send Invitation workflow, including:

  • Updating the From address to ensure that the email will actually be sent.
  • Updating the body of the email to ensure it is both on-message and on-brand for your organization.
  • Updating the link in the body of the email to ensure that it points to your Portal.

Customizing the Invitation Code Redemption Screens

Because we’re using the invitation code model for something a bit different, some of the out-of-the-box language on the screen when redeeming might be a bit confusing for users. If you only plan on using invitation code for this registration process, you could update the language to be very specific – otherwise maybe make it a bit more generic. Some of the elements you may want to customize include:

  • Authentication/Registration/OpenRegistrationEnabled Site Setting: setting this to false will hide the out-of-the-box registration so that you don’t confuse users (but will still allow users to use invitation codes).
  • Account/Redeem/InvitationCodeFormHeading Content Snippet: this is the header that appears above the invitation code form – you could set this to Confirm your code to setup your credentials.
  • Account/Redeem/InvitationCodeFormButtonText Content Snippet: controls the text of the button on the first invitation code page – you could set this to Confirm.
  • Account/RedeemInvitation/PageCopy Content Snippet: this can be used to add language to invitation code page. In our case, we’ll use it to add some CSS to hide the check box that asks if they have an existing account (which they shouldn’t), and the subnavigation that includes a link to the sign in page, which I feel will just confuse users:
    <style type="text/css">
    .page-content .checkbox, .nav-account {
        display: none;
    }
    </style>
    
  • Account/Register/PageCopy Content Snippet: this can be used to add language to page where the user selects their authentication type. In our case, we’ll use it to add some CSS to hide the subnavigation that includes a link to the sign in page, which I feel will just confuse users:
    <style type="text/css">
    .nav-account {
        display: none;
    }
    </style>
    

Remember that if any of these settings or snippets don’t already exist in your environment, simply create them with the appropriate name. After making these changes, users will see a screen like this when clicking the link from their email:

This is a more streamlined version that I think will lead to less confusion.

That brings to a close this series of posts – I hope you found them helpful. As I mentioned, the user registration process is an area that usually generates a lot of questions, so if you have another approach you’ve used successfully, please share with the community!

11 responses to “Dynamics 365 Portal: Customizing Portal User Registration Process – Part 4”

  1. Olena Grischenko says:

    “In our case, we’ll use it to add some CSS to hide the check box that asks if they have an existing account (which they shouldn’t),”

    Hi Nicholas,
    Hope you are well. I wonder if you could help me.
    What does the checkbox “I have an existing contact” do?

    Thank you very much in advance!

    Olena

    • Nicholas Hayduk says:

      Hi Olena,

      This allows a user to sign in with an existing account, as opposed to creating a new one. This is useful in rare cases when the invitation code model is used give existing users additional web roles (as opposed to using it to invite new people to the portal).

      Nick

  2. Olena Grischenko says:

    Hi Nick,
    Thank you very much for the quick response.
    I still have some questions left but it’s good enough for our testers 🙂

    Thank you very much!

    Olena

  3. Mira Ghaly says:

    Hi Nick,

    I am running into a Problem while redeeming invitation ; it always says The user name “xxx” is already taken.

    Although there is no contact in the system with this email as duplicate.

    Can you please highlight to me what i might be missing?

    Appreciate your Help

    • Nicholas Hayduk says:

      Are you using email address or username for authentication? Perhaps a user has taken the username using that email address, but their email address field is different.

  4. Sandra Serrano says:

    Hello Nicholas!!

    I’m tring to modify my login page, using the modification from code snippet ‘Account/Register/PageCopy’

    I created this snippet in my portal, is HTML type, and I’m creating a JqueryFunction. This is the code:

    $(window).load(function () {
    $(“.nav.nav-tabs.nav-account”).hide();
    });

    Now i’m trying using the same CSS code that you have:

    .nav-account {
    display: none;
    }

    I save the changes and reset the caché, but i don’t see the changes, for any option. Where is the problem?

    Thanks in advance,

    • Nicholas Hayduk says:

      The first thing I’d check is if your code is making it onto the page. If you view the source of the page, can you find it there?

      Nick

  5. Hey Nicholas,

    I always find your tutorials really helpful! Thanks for these!

    For this totorial I have a question in regards to the authentication. I followed your instructions but I missed somehow how the user sets his password initially. Once the user entered his invitation code, the next step is the out of the box “register for new local account” where he should enter email, username, password, and password approval. But onced he entered the data it always produces the messag “invalid invitation code”

    When I follw the standard process it works fine. What di I miss?
    Thanks for your help in advance

    Regards
    Dietmar

    • Nicholas Hayduk says:

      Just to confirm, the user enters an invitation code, they are then able to proceed to the next step (which should mean the invitation code is valid), and then when they try to create their username/password, it tells them at that point they have an invalid invitation code?

      Nick

  6. Gareth Cheyne says:

    This is really insightful, is it possible to take it one step further with external identity providers?

    IE Auth0 when a person is using the redemtion code, and neet to pass something to Auth0 so i can pick that ip, and hide the Login Tag, and only displat the Register Tab.

    Auth0 allot me to do that, but I need to be able to pass something to Auth0 so it know whhich way to make the decision of is login, on register is hidden.

    Any ideas?

    • Nicholas Hayduk says:

      Hmm, that’s an interesting question. What about having two different identity providers, one for with redemption code, and one without? They would of course be the same identity provider under the hood, just two different versions (in Azure AD B2C terminology, two different sign up/sign in policies). Haven’t tried it myself – may not work, but might be worth a try.

      Nick

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Engineered Code is a web application development firm and Microsoft Partner specializing in web portals backed by Dynamics 365 & Power Platform. Led by a professional engineer, our team of technology experts are based in Regina, Saskatchewan, Canada.