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How do I enable invitation for customer/contacts to CRM portal

    Question

  • We have implemented CRM portal but having problems to invite customer/contact.

    Can´t activate webauthentication.

    Has somene had the same problem?


    Friday, February 28, 2014 4:25 PM

All replies

  • Can you be more specific about not being able to activate web authentication?

    As for invitation, there should be a ribbon button that runs javascript to put a random invitation code into the invitation code field. A workflow also can be run to send out the invite link to your portal.


    Shan McArthur www.shanmcarthur.net Check out the commercial edition of xRM portals @ www.adxstudio.com

    Sunday, March 02, 2014 4:32 AM
  • Hi Shan.

    I got the authentication to work.

    But know I'm having problem to display case  I created in CRM on portal.

    Also to get Case created on Portal into CRM.

    Can you point me to good user documentation for the portal



    Monday, March 03, 2014 11:19 AM