Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Web Roles associated w...
Microsoft Dynamics CRM (Archived)

Web Roles associated with contacts in Dynamics 365 Portals

(0) ShareShare
ReportReport
Posted on by Jan Kostejn 55

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.

2017_2D00_12_2D00_08.png 

Where could I find what web roles does contact have?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on at
    RE: Web Roles associated with contacts in Dynamics 365 Portals

    https://youtu.be/VMEFy3bpE5c

  • Verified answer
    Summer Garg Profile Picture
    Summer Garg 585 on at
    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.

    web-role.PNG

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    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

     

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    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

     

  • Community Member Profile Picture
    Community Member on at
    RE: Web Roles associated with contacts in Dynamics 365 Portals

    .

  • Suggested answer
    Summer Garg Profile Picture
    Summer Garg 585 on at
    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

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans