Azure Active Directory（Azure AD）支持Office 365和Dynamics 365 for Customer Engagement服务，以进行员工或内部身份验证。 [英] Azure Active Directory (Azure AD) powers Office 365 and Dynamics 365 for Customer Engagement services for employee or internal authentication.
问题描述
我们正在执行一个项目，该项目中有两种情况允许员工向CRM提交案例。
一种方法是向已连接的公共邮箱发送电子邮件CRM，然后电子邮件转换为CRM中的案例。
在这种情况下，如果CRM中不存在发件人，则会自动创建联系人。但是联系人没有用于登录Portal的用户名和密码。因此员工无法登录Portal。
另一种方式是在Portal中提交案例。在这种情况下，员工需要登录Portal。
由于这些员工是O365的用户，因此II提出了解决方案，员工可以通过Azure AD登录Portal。
当员工通过Azure AD登录Portal时，将在CRM中自动创建联系人，用户名是Azure AD的指南。但是，也存在问题。在员工通过Azure AD登录Portal之前，如果员工已向公共
邮箱发送电子邮件，则会在CRM中创建没有用户名的联系人。然后他（或她）通过Azure AD登录Portal，它会暗示"已经收到电子邮件"。
并且CRM是 适用于客户互动的Dynamics 365（在线）。
您知道解决方案吗？请告诉我，非常感谢。
您可以使用"兑换邀请"。功能将现有联系人链接到CRM门户。
1。通过电子邮件向所有现有联系人发送门户邀请。
您可以通过在所有现有联系人上按需运行"发送邀请"工作流程来手动发送门户邀请。
2。用户收到电子邮件后，通过点击邀请链接，他/她将被重定向到Portal"兑换邀请"页面。
3。兑换邀请后，用户将自动重定向到"注册"页面。
4。注册后，用户将被重定向到"个人资料"页面以完成注册。
5。个人资料页面将自动填充现有的联系人详细信息。一旦用户点击"更新"，该联系人就可以开始访问门户网站，其用户名/密码将链接到现有联系人。
如果愿意，您还可以安排Azure Logic App作业与Azure AD通信并获取联系人的对象ID并进行更新。
来源：
https://community.dynamics.com / crm / f / 117 / t / 248086
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/invite-users-azure-active-directory-b2b -collaboration
We are carrying out a project, there are two scenarios in this project that allow employees to submit cases to CRM.
One way is to sent a email to the public mailbox that has been connected with CRM, and then the email converts to a case in CRM.
In this scenario, if the sender doesn't exist in CRM, a contact will be automatically created. But the contact doesn't have a username and password to log in to Portal. So the employee can't log in to Portal.
The other way is to submit a case in Portal. Employees need log in to Portal in this scenario.
Because these employees are users of O365, I I came up with a solution, employees can log in to Portal by Azure AD.
When employees log in to Portal by Azure AD, a contact will be automatically created in CRM, and the username is the guid of Azure AD. However, there has a problem too. Before employee logs in to Portal by Azure AD, if the employee has sent a email to the public
mailbox, it will create a contact without username in CRM. Then he(or she) logs in to Portal by Azure AD, it will hint that 'the email is already taken'.
And the CRM is Dynamics 365 for Customer Engagement(Online).
So do you know the solution? Please tell me, thanks a lot.
You can use the "Redeem Invitation" feature to link the existing contacts to CRM Portal.
1. Send Portal Invitation to all the existing contacts through email.
You can manually send Portal Invitation by running 'Send Invitation' workflow on demand on all the existing contacts.
2. Once user receives an email, by clicking on the invitation link he/she will be redirected to Portal 'Redeem Invitation' Page.
3. Once the invitation is redeemed the user will be automatically redirected to the 'Register' Page.
4. Once Registered, the user will be redirected to the 'Profile' page in order to complete the registration.
5. The profile page will autopopulate the existing contact details. Once the user clicks on 'Update', this contact can start accessing the portal and its username/password will get linked to existing contact.If preferred, you can also schedule an Azure Logic App job to communicate with Azure AD and fetch the object ID of the contact and update it.
Sources:
https://community.dynamics.com/crm/f/117/t/248086
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/invite-users-azure-active-directory-b2b-collaboration
这篇关于Azure Active Directory（Azure AD）支持Office 365和Dynamics 365 for Customer Engagement服务，以进行员工或内部身份验证。的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！
