Customize
CRM Portal Default Sign-up
Literally it’s good news for who were all working on CRM
poral. CRM portal version 8.2 and earlier you can’t customize the Signup. With
dynamics 365 July release, now we can change the Signup using custom attributes
like NRIC/FIN, Mobile No, email id etc. of CRM portal using Azure AD-B2C.
Azure AD-B2C is an Azure service that does not require an
actual subscription, can be started for free, and can go live in Production
within certain service limits.
Pros of Azure
AD-B2C:
1. The entire logon
experience can be configured from the Azure Portal
2. Azure AD- B2C will do
email verifications for local logons
3. It can be configured
for two factor authentications
4. Multiple identity
providers can be selected as part of the configuration
5. On selecting a single
identity provider, the portal will go directly into the identity provider’s
logon page
6. Azure AD-B2C login
pages can be customized
7. Fields that have to
be on a sign-up page can also be selected in the Azure portal
Steps to Customize Logon Screen:
1. Azure Portal View – Identity Providers Selection (can sign in using email address instead of user id & External identity like Facebook,Google,Azure etc)
2. Select the data that will be part of sign up attributes(can use any custom attribute)
3.Customized Logon page
4.The new sign out experience will sign out
from the identity provider and is configurable for each identity provider.
