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Portals - Contacts with access to multiple Accounts

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Posted on by Inksrm

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In Portals is there a way to give a Contact access to multiple accounts? I understand that in Dynamics 365 you can use Connections to establish relationships and roles between contacts and multiple accounts, but is there a way for this to be reflected in the Portal using out of the box configuration? The scenario is that when a portal user logs in they can select which Account they want to perform actions on, for example update Account details or view related records to that Account.

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Mahendar Pal 45,095 on at

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RE: Portals - Contacts with access to multiple Accounts

What issue you are facing ? please provide details, also it will be better to open a new thread and provide details there to get more responses.
Sskod 105 on at

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RE: Portals - Contacts with access to multiple Accounts

Hi @Inksrm & Mahendar Pal

How did you manage to resolve this point ?

Thanks
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Mahendar Pal 45,095 on at

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RE: Portals - Contacts with access to multiple Accounts

Hi,

Yes, you can do that, You can setup n:n relationship between account and contact, or can use the existing n:n relation ship between contact and account (Partner Seller one), further you can configure web roles using that your current portal user will be able to access all of the account he is associated with.

Let me know if you need more help on setting it.

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