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How to match crm contact with portal account

Posted on by 5

I`ve started learning portals and I got a problem with registration implementation. I want to have logic like this: If there is a contact in crm with phone numer that is in registration form on portal, then I don`t create a new contact in crm, I just add the username and password to an existing contact. How can I do that?

  • Suggested answer
    RE: How to match crm contact with portal account

    Hi!

    This is only possible if the contact exists in CRM and the process should be done in CRM.

    Opening the Contact record in CRM using the form "Portal Contact" navigate to the tab "Web Authentication". Use the fields "Username", "Login Enabled" and the button "Change Password" to accomplish this: 

    pastedimage1586820573745v2.png

    If you do not want to do this, you can send an invite to the contact to "register" into the portal so they can setup their own username and password. More information: 

    Invite contacts to your portals

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/invite-contacts

    Regards.

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