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

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Posted on by Power 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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Power Portal 20 on at

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

In Portal registration form I need to add two custom fields

Date of Birth

SSN Number

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

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 24,102 on at

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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.

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 20 on at

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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.
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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

Hi Radhika,

Please avoid duplicates; community.dynamics.com/.../1303006
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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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 20 on at

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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?