Create Client Portal in SharePoint

[@SharePointMaven]

👉 If you want to learn more on this topic, check out this video as well: kzbin.info/www/bejne/r4iodJZtgNCfpZYsi=FKji_K-v3mKLFO7x

[@Romaine.L]

This was very helpful! Do you have a video showing external users how to accept a site invitation and then set up MFA before gaining access to the site? I am seeing more and more users struggling with this.

[@SharePointMaven]

@@Romaine.L No, I don't have anything on MFA

[@cleverburdy5608]

Amazing. I’ve been through so many share point tutorials and this was so so good. I feel ready to now create my sharepoint portal so that clients can collaborate.

[@SharePointMaven]

Thank you for the kind words - really happy to hear you found this helpful!

[@cynicalcitizen]

You have been rolling out the hits lately. You are the best sharepoint channel out there today. Thanks for all your work!

[@SharePointMaven]

Thank you 🙏🙏 I really appreciate your kind words. And thanks for being my loyal follower!

[@AlBergstein]

Great work Greg. This is the most requested task I have. You cover it all very well. Only thing to add is that I tend to create security groups for the external sites (i.e. board of directors) and work from that.

[@SharePointMaven]

Thanks Al, nice to hear from you again! Hope all is well! Appreciate the comment.

[@bagusdheni]

Thank You for sharing... Sir.. its really Help... amazing topic

[@SharePointMaven]

My pleasure, thanks for the kind words!

[@issiewizzie]

Finally, my user will stop messing up their permissions. Thanks!

[@SharePointMaven]

You are welcome!

[@billimantecas]

Thank you, this is exactly what I was looking for. I was able to share my SharePoint site with an external user, but for some reason, the videos I uploaded are not visible, even though the documents are accessible. The videos were uploaded to a library within the same site. Could you help me understand why this might be happening and how to resolve it?

[@SharePointMaven]

Thanks for the kind words. I'm not sure why videos would not be accessible. Never ran into this scenario. It does not make sense - they are just different types of files.

[@davidadams421]

Great video! I did not know about the Request Files feature! What are your thoughts on creating a 'Client Portal' top-level site, then create a subsite for each external client? This has the advantage that you don't need to be a SharePoint Admin to be able to create non-Microsoft-group-associated Team Sites. The top-level site can be used to navigate to each client subsite. Microsoft advises against using subsites, recommending their 'Hub' feature instead, but for sharing with external clients, is this the best approach when you don't want/need the group mailbox, planner, notebook etc.?

[@SharePointMaven]

Thank you. I don't like using subsites because this takes you back to the old architectural principles. Otherwise, it would be a good solution.

[@PatrickMeyers-v5u]

This is an incredible video. Do you have any tips on sharing Dynamics 365 data (e.g. estimates, invoices, etc.) with the client portal?

[@SharePointMaven]

Thanks. I am not familiar with Dynamics at all though

[@patrickmeyers8427]

Darn. I am hoping to build my client portal to be a one-stop shop where people can view and accept estimates, view and pay invoices, along with all of the stuff that you showed here in this video.

[@vazaruspaytonas7017]

Your best option for accomplishing this task is power pages. Use power pages to surface data to external users from dynamics 365(or any power app for that matter).

[@LaConyaMurray]

@@patrickmeyers8427did you come up with a solution? I am in a similar position.

[@LaConyaMurray]

@@patrickmeyers8427 I hired someone from Upwork to help me pull data from Dynamics into Sharepoint.

[@louishavenga6485]

Hi Great Vid,When i try to share externally it shows "You can only share within your organization".No matter if i select Anyone or the New and Existing Guests option

[@SharePointMaven]

You probably have some other settings in SP Admin Center preventing external access

[@TobyS88]

Great video! I want to share an entire site (option 2) with an external user, but their tenant does not allow it because of their cross tenant access policies. What is you recommendation for solving this dilemma?

[@SharePointMaven]

There is no way to solve this with this setting.

[@anthonyjarrett2100]

Great video and qq - is there a way to set this up globally, as oppose to going through each site and making this change? Via Powershell script?

[@SharePointMaven]

Definitely not possible OOTB. Might be possible to script, but I would not know how as I am not a developer.

[@WillCooper1]

Does using the "Everyone" security group allow access for guest users as well (regardless of which site you are applying it to)?

[@SharePointMaven]

It does, as long as guest users are already in the directory. But in most tenants, it has been removed/discontinued

[@Datju]

At the end, is there a way to edit the Upload Document Screen so it has a Brand Logo and colors?

[@SharePointMaven]

No, it is not

[@Datju]

@@SharePointMaven I appreciate the speedy reply! Thank you!!!

[@gd.ritter]

I want to be able to share multiple specific folders with a client for various projects. I see how they get the link and accept it and it lets them see everything they've been shared all in one place. Is there a login page where they can link to and login with their e-mail so that they can see whatever they have shared to them without needing to reuse a specific link? Basically I want to be able to have a link on our public website directing all clients to a single login page where they each will only see their own stuff.

[@SharePointMaven]

Sure it is possible with unique permissions on content

[@gd.ritter]

@@SharePointMaven what would you link them to as a login page?

[@davidadams421]

Not impossible, but very difficult to manage using OOTB SharePoint. Have you considered using Teams Shared channels? Let's say you had many Teams representing many projects, you could create a Shared channel in each of your project Teams e.g. Project 1, Project 2, and share those channels with a Team in your client's tenant e.g. Client A. When your client opens their Team e.g. Client A, they'll see all their own internal channels and all your shared channels in one place e.g. Project 1, Project 2 etc. No need for a login page, your client will access _your_ Shared channels using _their_ Microsoft 365 accounts. Use of Shared channels in this way requires B2B Direct Connect.

[@davidadams421]

Not impossible, but very difficult to manage using OOTB SharePoint. Have you considered using Teams Shared channels? Let's say you had many Teams representing many projects, you could create a Shared channel in each of your project Teams e.g. Project 1, Project 2, and share those channels with a Team in your client's tenant e.g. Client A. When your client opens their Team e.g. Client A, they'll see all their own internal channels and all your shared channels in one place e.g. Project 1, Project 2 etc. No need for a login page, your client will access your Shared channels using their Microsoft 365 accounts. Use of Shared channels in this way requires B2B Direct Connect.

[@davidadams421]

Not impossible, but very difficult to manage using OOTB SharePoint. Have you considered using Teams Shared channels? Let's say you had many Teams representing many projects, you could create a Shared channel in each of your project Teams e.g. Project 1, Project 2, and share those channels with a Team in your client's tenant e.g. Client A. When your client opens their Team e.g. Client A, they'll see all their own internal channels and all your shared channels in one place e.g. Project 1, Project 2 etc. Use of Shared channels in this way requires B2B Direct Connect.