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

[@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!

[@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

[@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?

[@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).

[@issiewizzie]

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

[@SharePointMaven]

You are welcome!

[@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!!!