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Dynamics 365 Community / Forums / Customer Service forum / How to validate user e...
Customer Service forum

How to validate user exist or not in ms crm portal?

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Posted on by Community Member

I have a requirement wherein i need to find whether customer is registered or not? How can i achieve this in ms crm portal?

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Portals
  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    You can simply check for information about username in contact entity for example if username field does not contains data it means they are not using portal.

    Hope it will help.

  • Community Member Profile Picture
    Community Member on at

    do i need to write plugin or js, and which language i will be using this through portal or crm. And i 'm not able to find the register or submit button of portal. How do i find it.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    What is your requirement, you can simply check this through advanced find in CRM and check which users are missing user name it means they are not using portal.

  • Community Member Profile Picture
    Community Member on at

    yes Sir, i understood that, i just wana know, should i create plugin i crm and is there something so plugin should work in portl as well or i need to  write js in portal using which language.?

    How can i achieve this functionality in portal.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hello,

    Not sure I understand your question - Do you want want to see list of contact who have not registered for Portal ??- if yes  you don't need to write code, you can simply setup a entity list where you can use view having filter criteria where username is null.

    Please let me know if my understanding is not correct.

  • Community Member Profile Picture
    Community Member on at

    no sir, My requirement is when customer login with wrong id and password and as he click on submit button on login page, there should me custom alert.

    Problem i'm facing is, i cant find where the submit button id is and what language should i be using for this, like jquery,liquid or what or i need mixture.

    Please guide what is the best way to do it.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    By default when user enters wrong login details, you will "Invalid sign-in attempt." if you want you can change this message by following steps in similar forum thread

    community.dynamics.com/.../240421

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