Web Roles associated with contacts in Dynamics 365 Portals

(0) Share

Report

Posted on by Jan Kostejn

I am assigning web role to a contact, when he changes program(specific field). But I am not able to access view, where I could see contacts associated to different web roles. I need it to find out, if everything works properly.

Where could I find what web roles does contact have?

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (1)

Community Member on at

Like (0)

Report

RE: Web Roles associated with contacts in Dynamics 365 Portals

https://youtu.be/VMEFy3bpE5c

Was this reply helpful? Yes No
Verified answer

Summer Garg 585 on at

Like (0)

Report

RE: Web Roles associated with contacts in Dynamics 365 Portals

Hi Jan,

You did something wrong. you forgot to add contact. please check below snapshot for the same.

Was this reply helpful? Yes No
Suggested answer

Arpit Shrivastava 7,518 User Group Leader on at

Like (0)

Report

RE: Web Roles associated with contacts in Dynamics 365 Portals

Hey Jan,

Seems your workflow is in the Activated state. that's why all the control is in read-only mode. Deactivate your workflow first in order to access the lookup view.

Can refer my below article to achive your requirement:

http://arpitmscrmhunt.blogspot.in/2018/01/automatically-assign-webrole-to.html

Mark this an answer, If it helps to solve your problem.

Cheers

Arpit

http://arpitmscrmhunt.blogspot.in

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Web Roles associated with contacts in Dynamics 365 Portals

Jan,

Check this

https://community.dynamics.com/crm/b/thinkdynamicdodynamic/archive/2018/01/19/automatically-assign-webrole-to-the-contacts-in-crm-portals

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Web Roles associated with contacts in Dynamics 365 Portals

.

Was this reply helpful? Yes No
Suggested answer

Summer Garg 585 on at

Like (0)

Report

RE: Web Roles associated with contacts in Dynamics 365 Portals

Hi Jan,

If you want to open web page depends upon user's web role then check this article.

crmhub.blogspot.in/.../create-new-web-roles-in-Adx-Studio-Portal-D365-Portal.html

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

RE: Web Roles associated with contacts in Dynamics 365 Portals

Hi Jan,

On the contact entity, there is a separate form "Portal Contact". This form has a view/ subgrid which displays the web roles associated with the contact.

Hope this helps.

Was this reply helpful? Yes No