Customize CRM Portal Default Sign-up

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.