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Send Invitation Automatically when a contact is created in the Portal

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Posted on by Community Power Pla... Microsoft Employee

Hello Community,

Could anyone please suggest me how we can automate the workflow to send invitation from the Portal as soon as a contact is created in the Portal?

Your help is greatly appreciated.

Thank you

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Power Apps portals

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v-bofeng-msft Microsoft Employee on at

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Hi @Anonymous :

This can be done.However, generating invitation code is a bit tricky.

I think this article will help you a lot:

Send Invite to Contacts automatically for Microsoft Portal in Dynamics 365

Best Regards,

Bof

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Fubar 8,501 Super User 2026 Season 1 on at

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This is not as difficult as suggested by the other post.
Create a Dynamics 365 Workflow
Trigger on create of Contact
Check the Contact was created on the Portal (add a field to Contact and populate it from Entity Form metadata - so you know the contact originated from the Portal)
Create Invitation record (this also creates the Invite Code)
optional attach a Web Role to the Contact (a custom workflow activity or action already exists to do this)
call the existing Send Invitation workflow as a child workflow

This could also probably be done with Flow but you would probably have to still call the the actual Send Invite workflow (as the actual Sending is a custom item provided by Microsoft - as it handles Group send as well as Single invites)

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Summer Garg 48 on at

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Hi,

Check this article, It helps you....
https://crmhub.blogspot.com/2018/04/Registration-process-through-OTP-D365-Portal-ADX-Studio-Portal.html

For Tutorial List :
https://crmhub.blogspot.com/p/d365-portal-adx-studio-portal.html

Thanks,

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dcorain 4 on at

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Hey, thanks for the response. I'm new to dynamics. Could you explain better this process?
Check the Contact was created on the Portal (add a field to Contact and populate it from Entity Form metadata - so you know the contact originated from the Portal)

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @dcorain ,

You can add a column in the "Contact" Entity with a meaningful column name and you can use entity form metadata to check if the contact was created from the portal. Then your workflow or power automate flow can trigger.

Hope it helps.

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Fubar 8,501 Super User 2026 Season 1 on at

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Entity/Basic Forms, Web/Advanced Form Steps have a Related Tab called Metadata. You can create Metadata records to perform various actions such as add additional options to Subgrids, and a range of things with Attributes/Columns such as capture the Current Portal User, their Account, the current date-time, and set the column to a specific value. Metadata only applies to the Portal and not to Model Driven or Canvas Apps so for example you could set a 2 option column (defaulted to No) called "Created From Portal" and in the Metadata set it to Yes (if created from DataVerse Apps etc the column = No, if created from the Portal = Yes)

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-metadata
https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-metadata#set-value-on-save

You then create a Workflow that triggers on create of the record and have a condition that says If Created From Portal = Yes then .......
https://docs.microsoft.com/en-us/power-automate/workflow-processes
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/overview-realtime-workflows

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