We are using Portals and have enabled the Require Email Confirmation settings with Emails being sent etc. However, we want users to have confirmed their emails prior to accessing any of the Portal Contents (e.g. Applications, Cases etc). This was originally available with ADX v7 BUT has anyone managed to resolve for D365 / PowerApp Portals.
Note: Options we are considering are:
1. Custom Registration Page that then triggers workflow to send out an One Time invitation code (Workflow set the Contact Email Confirmed to Yes). We turn off OPen Registration
2. Move to External Authentication provider model
3. Add LOgic to our New Application / Cases to check if the User's email has been confirmed before they can complete an application.
4. Wait for Microsoft to add this feature (......no sign of it on a roadmap??)
Hi @TomCadmanUoS ,
Do you want to give users permission of portal by sending email?
Actually, it is possible.
Currently, portal has two kinds of portal authentication: Local authentication and External authentication.
Both local and external account registration can use invitation codes for sign up, as well as the email confirmation workflow. In addition, portal administrators may choose to enable or disable any combination of authentication options through portal site settings.
Here's the steps about how to send an email confirmation to a contact:
Here are the related docs about it for your reference:
Using Invitation code way you can achieve this same as with Dynamics 365 Portals.
Basically when user confirms an email, there is a field on contact record called "Email Confirmed" which gets flagged. The way to structure this would be to not to assign them any webrole till that field is enabled, and when the field is modified, assign the webrole using a sync workflow.
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