web
You’re offline. This is a read only version of the page.
close
Skip to main content

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

I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    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.

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

    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

  • Community Member Profile Picture
    Community Member on at

    .

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Jan,

    Check this

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

     

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

    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

     

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

    Hi Jan,

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

    web-role.PNG

  • Community Member Profile Picture
    Community Member on at

    https://youtu.be/VMEFy3bpE5c

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans