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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customers are directly...
Microsoft Dynamics CRM (Archived)

Customers are directly created from portal without any Authentication

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Posted on by Ishan Sharma 308

Hi all,

I just configured a customer portal for Dynamics CRM instance, Then i simply created a EntityForm record in which an Entity is Account and a Mode is Insert. Then i created a WebPage records in which i have linked my EntityForm. 

Now when I singn in from registered contact and  i go to the WebPage(created above) on Portal it allows me to create Account(This is okay)

but the thing is without doing sign in, it is still allowing me creating Account records in crm from portal, i just go to my WepPage then i add data in Account form and click on submit and it is creating Account record in CRM. which should not happen according to me

How is it possible that without any sign in we can create Customers records in CRM directly from portal

Thanks in advance!
Ishan Sharma 

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  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Customers are directly created from portal without any Authentication

    Do you have a "Restrict Read" Web Page Access Control Rule setup for that Page?  You might have one setup and related to the Anonymous Web Role.  That would allow anonymous users to access the page, but not anyone who is logged in.

    Nick

  • Ishan Sharma Profile Picture
    Ishan Sharma 308 on at
    RE: Customers are directly created from portal without any Authentication

    Hi All,

    I have checked the Enable Entity Permission in my EntityForm and it is working fine when i don't sign in and navigate to my WebPage

    AccountPage.JPG

    AccountPage.JPG

    but the problem is when i sign in from my contact whom i have assigned the Administrator  web role and i navigate to my webpage  it is still showing the same - You don't have the appropriate permissions if the keep the option Enable Entity permission checked in the Entity form

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Customers are directly created from portal without any Authentication

    Hi Ishan,

    You need to enable the security in order to restrict the web page only for authenticated users. The simplest option is to enable entity permissions as suggested above. However in addition to this, you also need to configure entity permissions so that the authenticated users are able to create records. The other option is to implement the web page access control so that the page itself is not accessible to anonymous users.

    Also, take a look at web roles.

    Hope this helps.

  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Customers are directly created from portal without any Authentication

    Hi Ishan,

    Is the "Enable Entity Permissions" checkbox checked?

    If not, then anyone can submit the form.

    Nick

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