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 customer employees to use the Customer Portal, in D365 FO, the customer employees must be set up as contacts for the customer account. These contacts must be enabled to use the Customer Portal.

As a result, for each contact, if enabled to use the Customer Portal, an invitation email is sent to the defined email address.

Standard procedure

1.	Go to Sales and marketing > Customers > All customers.
2.	In the list, click the link of the desired customer account.
3.	Sub-task: New contact.
3.1	If the contact is not set up for the customer account, add a new contact.
	Click Contacts.
3.2	Click Add contacts and fill in the fields as desired.
	Note: For each customer account, you can set up several contacts who can use the Customer Portal.
4.	Sub-task: Existing contact.
4.1	If the contact already exists for the customer account, find and select the existing contact.
	Click Contacts.
4.2	Click View contacts.
4.3	In the list, click the link of the desired contact.
4.4	Click Edit.
5.	Sub-task: Set up contact for Customer Portal.
5.1	To set up a contact to use the Customer Portal, in the General section, set the Customer portal fields.
	Select Yes in the Rental customer portal contact field.
5.2	Define the role of the Customer Portal user: - View: On the Customer Portal, the user can only view the data. - Maintain: On the Customer Portal, the user can view the data, and create support cases. - Admin: On the Customer Portal, the user can view the data, create support cases, and configure the Customer Portal.
	In the Rental customer portal user role field, select an option.
6.	Sub-task: Add contact information.
6.1	Expand the Contact information section.
6.2	Click Add.
6.3	In the Description field, type a value.
6.4	In the Type field, select 'Email address'.
6.5	The email address is used to create the Customer Portal user. When the contact setup is saved, a Customer Portal invitation email is sent to this email address.
	In the Contact number/address field, enter the email address.
6.6	Select the Primary check box.
7.	Close the page.
8.	Close the page.