Web Roles associated with contacts in Dynamics 365 Portals

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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?

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RE: Web Roles associated with contacts in Dynamics 365 Portals

https://youtu.be/VMEFy3bpE5c
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Summer Garg 585 on at

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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.
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Arpit Shrivastava 7,518 User Group Leader on at

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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
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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
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RE: Web Roles associated with contacts in Dynamics 365 Portals

.
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Summer Garg 585 on at

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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
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RaviKashyap 55,410 Moderator on at

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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.