{"id":6098,"date":"2017-07-24T18:42:16","date_gmt":"2017-07-24T13:12:16","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=6098"},"modified":"2017-07-24T18:42:16","modified_gmt":"2017-07-24T13:12:16","slug":"remove-new-registration-process-completely-from-microsoft-crm-portal","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/07\/remove-new-registration-process-completely-from-microsoft-crm-portal\/","title":{"rendered":"Remove New Registration Process completely from Microsoft CRM Portal"},"content":{"rendered":"

Introduction:<\/strong><\/h4>\n

Microsoft CRM portal allows organizations to set up their portal with minimal steps. However, the organization may require customizing a portal to accommodate their business needs. One common business need is whether the portal should have the ability to register a new user or not.<\/p>\n

When we install the Portal add-on, by default, the registration process is enabled. The users will see the \u2018Registration\u2019<\/em><\/strong> page when they click on \u2018Sign-In\u2019\u00a0<\/em><\/strong>as seen in the screenshot below;<\/p>\n

\"Remove<\/a>This page allows a new user to register on the portal, and in the background, this will create a new\u00a0Contact<\/em><\/strong> record in Dynamics CRM. However, some organizations might not require this functionality.<\/p>\n

Steps to completely remove the Registration Process from Microsoft CRM Portal:<\/strong><\/h4>\n

1.\u00a0<\/strong>To eliminate the registration process, we can use \u2018Authentication\/Registration\/Enabled\u2019<\/em><\/strong> site setting.<\/p>\n

2.\u00a0<\/strong>First, we have to create a Site Setting<\/em><\/strong> entity record with Name \u2018Authentication\/Registration\/Enabled\u2019<\/em><\/strong> and set the value to false<\/em><\/strong>. This setting will completely remove the Registration process from the Portal.<\/p>\n

\"Remove<\/a><\/p>\n

3.\u00a0<\/strong>As seen in the above screenshot, the Register<\/em><\/strong> and Redeem Invitation<\/em><\/strong> tab has disappeared. This setting will not allow users to browse the Register Page URL and the\u00a0https:\/\/<portalurl>\/Account\/Login\/Register<\/em><\/strong>\u00a0URL will not be accessible.<\/p>\n

4. <\/strong>Even the\u00a0Redeem Invitation\u00a0<\/em><\/strong>page with URL\u00a0https:\/\/<portalurl>\/Register\u00a0<\/em><\/strong>will be inaccessible.<\/p>\n

5.\u00a0<\/strong>However, this URL is required to redeem the invitations so that user gets the access to the portal and might be a problem for some organizations. There might be a requirement where they just want to remove new registration, but they want the\u00a0Redeem Invitation\u00a0<\/em><\/strong>page.<\/p>\n

In that case, we would need to perform two steps as follows;<\/p>\n

a. Set \u2018Authentication\/Registration\/Enabled\u2019<\/em><\/strong> site setting to true<\/em><\/strong>.<\/p>\n

b. Create a new Site Setting<\/em><\/strong> entity record with Name \u2018Authentication\/Registration\/OpenRegistrationEnabled<\/em><\/strong>\u2019 and set Value to false<\/em><\/strong>.<\/p>\n

6.\u00a0<\/strong>With this setting, we will see the changes in the \u2018Sign-In\u2019<\/em><\/strong> page as seen in the screenshot below;<\/p>\n

\"Remove<\/a><\/p>\n

7.\u00a0<\/strong>As seen from the above screenshot, only the Register<\/em><\/strong> tab has disappeared but we can still access the Redeem Invitation<\/strong><\/em>\u00a0page.<\/p>\n

Conclusion:<\/strong><\/h4>\n

To completely remove the registration process from the Portal, we can use the \u2018Authentication\/Registration\/Enabled\u2019<\/em><\/strong> site setting. If we just want to remove the new registration and keep the Redeem Invitation, <\/em><\/strong>we can use the \u2018Authentication\/Registration\/OpenRegistrationEnabled<\/em><\/strong>\u2019 site setting combined with \u2018Authentication\/Registration\/Enabled\u2019<\/em><\/strong> site setting.<\/p>\n

\"Get<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction: Microsoft CRM portal allows organizations to set up their portal with minimal steps. However, the organization may require customizing a portal to accommodate their business needs. One common business need is whether the portal should have the ability to register a new user or not. When we install the Portal add-on, by default, the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":6106,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,37],"tags":[1095,1162],"class_list":["post-6098","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-crm","category-microsoft-portals","tag-microsoft-crm-portal","tag-microsoft-portal"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/6098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=6098"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/6098\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/6106"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=6098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=6098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=6098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}