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Microsoft Dynamics CRM (Archived)

Web Roles associated with contacts in Dynamics 365 Portals

Posted on by 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?

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  • Community Member Profile Picture
    Community Member Microsoft Employee 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 Microsoft Employee on at
  • Community Member Profile Picture
    Community Member Microsoft Employee 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 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.

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