Users can not self-register for the DynaRent Customer Portal. To sign in and use the Customer Portal, users must be invited from D365 FO.

To enable a customer to use the Customer Portal, in D365 FO, a customer account is required which is set up to use the Customer Portal.

 

Standard procedure

1.	Go to Sales and marketing > Customers > All customers.
2.	Sub-task: New customer account.
2.1	If the customer account is not set up, add a new customer account.
	Click New.
2.2	Fill in the fields as desired and click Save.
3.	Sub-task: Existing customer account.
3.1	If the customer account already exists, find the desired customer account.
	In the list, click the link of the desired customer account.
4.	In the General section, select Yes in the Portal customer field.
5.	Close the page.