ENGINEERED CODE BLOG

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!

Leave a Reply

Your email address will not be published. Required fields are marked *

Contact

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