So, you’ve installed a portal, nice work! Now you want to get logged in and start editing things. The easiest way is via the portal itself rather than from CRM. So how on earth can you do that? You could register, but you might as well set up a few fields on the Contact record and do it from CRM…
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More About This Author
- I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.