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How to restrict duplicate user while register  in MS CRM Portal?

Posted on by 20

In Power App portal, I need to find whether user is already registered or not? if user is already register then ask to sign-in else Register. Wanted to remove duplicate sign-in user. How can I achieve this in MS CRM portal using Jquery or liquid?

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  • Power Portal Profile Picture
    Power Portal 20 on at
    RE: How to restrict duplicate user while register  in MS CRM Portal?

    In Portal registration form I need to add two custom fields

    1. Date of Birth
    2. SSN Number

    Note :- I have added two fields using content Snippet also added fields on contact database.

    pastedimage1672349588963v1.png

    Now, I want to restrict users from creating duplicate records of Date of Birth and SSN Number. 

    If a user is trying to insert an "SSN" and "Date Of Birth" which already exists in the database, then to show a message pop up “User already register”. This is my requirement.

    To achieve this,I have tried using an alternate key applied on two fields but I don’t want to use it as it's a direct operation on the database side.

    Can you please suggest the best approach to handle the above requirement? 

    Also, can I handle using plugins? If the answer is Yes, How can plugin run on the register button of the portal page. 

    Regards,

    Pauravi

  • Inogic Profile Picture
    Inogic 24,031 on at
    RE: How to restrict duplicate user while register  in MS CRM Portal?

    You can restrict user in following two ways:

    1) Navigate to Site Settings à Search for Site/EnableCustomPluginError

    If it is not present, add this site setting, name as Site/EnableCustomPluginError and set value to true.

    This will restrict duplicate user while register.

    7178.1portal.jpg

    2) Create an alternate key in your environment for email attribute.

    For creating an alternate key you can follow blog :  https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/dn949335(v=crm.8)?redirectedfrom=MSDN

    By adding alternate key for email attribute the CRM itself will not allow you to create another contact with same email.

     

    Hope this helps.

    Thanks!

  • Power Portal Profile Picture
    Power Portal 20 on at
    RE: How to restrict duplicate user while register  in MS CRM Portal?

    Hi, my mistake I opened two thread, I will delete one.  Can you please tell me how to restrict duplicate user in CRM Power Portal.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: How to restrict duplicate user while register  in MS CRM Portal?

    Hi Radhika,

    Please avoid duplicates; community.dynamics.com/.../1303006

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: How to restrict duplicate user while register  in MS CRM Portal?

    Hi Radhika,

    Please avoid duplicates; community.dynamics.com/.../how-to-restrict-duplicate-user-while-register-in-ms-crm-portal. 

  • Power Portal Profile Picture
    Power Portal 20 on at
    How to restrict duplicate user while register  in MS CRM Portal?

    In Power App portal, I need to find whether user is already registered or not? if user is already register then ask to sign-in else Register. Wanted to remove duplicate sign-in user. How can I achieve this in MS CRM portal using Jquery or liquid?

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