PowerApps Portals – Send Auto Generated Username & Password to Invited Portal Users

Introduction

Hello Everyone,

Hope you all are staying safe and healthy.

Today, I am going to share a very useful #PowerGuideTip14 related to PowerApps Portals Authentication, which will help you to design a process, where you require to automate your PowerApps Portals Authentication.

You might know, Portal Users has following ways to access PowerApps Portals:

Local Authentication: User hits the Portal URL in browser > Register and Can start accessing the Portals through their chosen Username and Password.

External Authentication: User hits the Portal URL in browser > Register through either Social Media Accounts, Azure AD, B2C, B2B account and can start accessing the Portals.

In both the type of authentications, any type of audience is allowed to Register and Start accessing the Portal. However, sometimes you want to restrict your Portal traffic and want to allow accessing the Portal to the Invited users only.

Here comes, the Portal Invitation Process.

Portal Invitation is the process where your organisation decides, who’ll access the portal by sending the personal email invitation.

Now, this invitation could be sent to either New Users or your Existing Users (Contacts).

You can have a look at this article to know more about the PowerApps Portal Invitation process.

While sending the Portal Invitation there might be a business need where you might require to send Autogenerated Username and Temporary Password. So today in this article, I am going to share the solution of the same.

Requirement

1. Send Autogenerated Username and Password to the Portals Invited Users.
2. Redirect User to Password Reset Page immediately after the successful login.

Local Authentication

Solution

I have designed a Real-Time Workflow (that you can download from my Git Hub repo) to auto-generate the username and password for the portal users. You can update the workflow steps as per your business need.

Solution Component

Workflow Name: Portals – Auto Generate Username and Password
Trigger Point: On-demand (configure the trigger point as per your business need, like on creating of contact record or you can trigger it on the update of any field also)
Scope: Organisation
Type: Real-Time

This workflow has 4 steps

Step 1- Generate a Unique Temporary Password (OOB Custom Workflow of AdxStudio)
Step 2 – Update Contact record with relevant information, that is required to access the Portals. Like

• Turn On the Login Enabled and Lockout Enabled Field.
• Copy email address from the Email (emailaddress1) field to the Username field

Step 3 – Update the uniquely generated password (Step1) in the Contact record in the Hash format. (OOB Custom Workflow of AdxStudio)
Step 4 – Generate a Security Stamp, which is mandatory to be generated for the generated password and portal login (OOB Custom Workflow of AdxStudio)
Step 5 – Send an Email to User with Username and Password

Pre-requisites to use the solution

1. You need to have PowerApps Portal installed (any portal type) in your Dynamics 365 Instance.
2. Managed Solution (Download it from my Git Hub Repo).

Usage Steps

Dynamics 365:

1. Import the Managed Solution downloaded from Git Hub
2. Open any existing Contact record (must have unique emailaddress)
3. Go To the Flow from the Ribbon Bar
4. Choose Portals – Auto Generate Username and Password workflow from the list
5. Provide the confirmation
6. Open the Portal Contact form > Go to Web Authentication Tab.
7. You’ll see the portal authentication-related information has got updated on the form.
8. Check the email or can directly open the email record from Timeline.
9. You’ll see the Username (email address) and a temporary password has got generated.

1. Hit the Portal URL in the browser.
2. Enter the username and password received in the email
3. Once logged In successfully, you’ll be redirected to Password Reset Page, where you can reset the password as per your wish.

I have provided a Power Automate solution that automatically creates a Guest User (Azure AD B2C) in your Azure AD tenant along with Username and Password and sends them the invitation as well.

Pre-Requisites

In order to use this Power Automate Solution, you need to consider following pre-requisites

1. Appropriate License to use Power Automate
2. Download my Power Automate solution from Git Hub Repository.
3. Azure AD B2C setup in Azure and Portals both. Can check this article for more details.
4. Trigger Point to trigger the Power Automate solution. I have kept my Power Automate trigger is Manual, however you can trigger it as per your business need)

Usage Steps

1. Import the Power Automate Solution downloaded from Git Hub
2. Update the Azure AD configurations like Clientid, Secret Key, Tenant ID etc
3. Change the Power Automate Trigger as per your business need.
4. Run the Power Automate

Demo

Git Hub Repository

Local Authentication – Autogenerate Username & Password

https://github.com/arpitdynamics/Dynamics365Code/blob/master/PortalLocalAutogenerateUsernamePassword_1_0_0_0_managed.zip

Azure AD B2C Authentication – Autogenerate Username & Password

https://github.com/arpitdynamics/Dynamics365Code/blob/master/Portals-AzureADB2CAutogenerateUsername%26Password_20200713142409.zip

Important Points

• This article is just a guidance to autogenerate username & password, I am using contact record Guid for unique temporary password generation> However, if you have a need to generate the temporary password more complex, or in a specific format (including Uppercase/Lowercase/Special Character) or as per your business need. You can use Power Automate as well.
• I have kept Real-Time Workflow and Power Automate Solution On-Demand. Hence, change the trigger point and run it as per your business need.
• Once you import the managed solution (downloaded from git hub) in your Dynamics 365 instance. Real-time Workflow may be available in Draft mode. You need to Activate it after making the configuration as per your organization need.

Hope you find this article useful and helpful to solve your business need.

Stay Tuned for my next #PowerGuideTip15

Cheers