{knowhow} Show terms and conditions page in Dynamics 365 Portals

With the new version of Dynamics 365 Portals, it is now possible to enable General Data Protection Regulations (GDPR) in portals.

You can throw up company terms and conditions page when a user is authenticated to the portal. Let’s follow the below steps

To start with Navigate to Portals –>  Content Snippets

Check for the below content snippets. If its already there, don’t create. Duplicate records may lead to improper functioning.

Snippet 1:  Account/Signin/TermsAndConditionsHeading

This is the header of your terms and conditions page. I Set the value – “Custom Terms and Conditions”.

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Snippet 2: Account/Signin/TermsAndConditionsCopy

This is the body of your terms and conditions  and you can place your HTML stuff in here.

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Snippet 3: Account/Signin/TermsAndConditionsAgreementText

This is the text which is usually displayed beside the checkbox in the terms and condition page, usually at the bottom of the page.

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Snippet 4: Account/Signin/TermsAndConditionsButtonText

The text of the button in the terms and conditions page.

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Now we are done with four basic settings. However just putting in these settings won’t enable the terms and conditions for your portal. There is another site setting that you need to create if not already created.

Go to Portals –> Site Settings and create the below setting. In most of the cases it will be there already and you may just need to switch the flag from false to true. Don’t create duplicate settings

Authentication/Registration/TermsAgreementEnabled. It is a Boolean flag which indicates whether terms and conditions are enabled for your portal. Set it a value of true.

There is another site setting that you need to lookout for. Authentication/Registration/TermsPublicationDate. It’s a date value which determines from which date is the terms and conditions applicable. If any user who has logged in to the portal and he/ she has not accepted the terms and conditions after the date specified, the user would be asked to Agree the moment they sign in.

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To identify when a contact has accepted the terms and conditions, there is a field in contact which captures this value. It’s called Portal Terms Agreement Date.

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Hope this helps! Happy CRMing.

 

Debajit Dutta

(Dynamics MVP)

For training/ consulting/ utilities – please visit our website – www.xrmforyou.com or write to us at info@xrmforyou.com

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Change Base URL of Dynamics 365 Portals

A good news for portal users. With the latest Portal update, it is now possible to change the Base URL of a portal after it has been provisioned.

To change the base URL of the portal open you Portal administration through Office 365 login.

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In the last screen above just scroll down to bottom and you will see a new tile – “Change base URL”

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On Clicking it asks for a new sub-domain.

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My initial URL was https://xrmforyou50.microsoftcrmportals.com . I changed it https://xrmforyou51.microsoftcrmportals.com

It will take a moment and then the portal will be restarted.

Then you will be able to browse the portal with the new URL.

Hope this helps!

 

Debajit Dutta

(Dynamics MVP)

For corporate training/ consulting, please write to us at info@xrmforyou.com

Thanks To all my blog readers and Microsoft for the Microsoft Most Valuable Professional Award 2018-2019

A big thank you note to all my blog readers without whom this has not been possible. It’s been a great journey so far and undoubtedly it’s my blog which has helped me in this.

Big thanks to Microsoft as well and once again thanks to everyone for every read of my blog. I hope it has been useful to you as much as it has been useful to me.

Keep reading, keep learning, keep sharing.

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Debajit Dutta

(Dynamics MVP)

For training/ consulting/ utilities – please visit our website – www.xrmforyou.com or write to us at info@xrmforyou.com