web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Existing contacts in D...
Microsoft Dynamics CRM (Archived)

Existing contacts in Dyamics Portal the email is already taken dynamics 365

(0) ShareShare
ReportReport
Posted on by Sskod 107

Hello,

On MS Portal, I would like to handle registration of the user in a way that the system recognize if the contact is already in the system(recognizing the email) and in this case just update the existing contact and don't pass by the invitation process or something else. If it doesnt exists, he should be registered as usual. Is it possible to do it in this way?

 

Thank you,

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    In our of my engagements we did a similar process. As users were imported into the system from a legacy system, and passwords were not, we had a process that would automatically send them an invitation if the email address was found in the system and ask them to enter an invitation id that we would sent them and then reset their password.

    Since the registration form is not something that you can modify, we created our own registration form where we would run the logic, and embedded the system registration form into it as a hidden iframe. If the user actually needed to register we would pass the parameters from the parent form to the iframe and execute the click button (using jquery).

    If you are not too comfortable with scripting this might be slightly complex, but definitely achievable.

    You can always develop your own logic without the iframe and on the internal side (CRM side), call the plugins that reset the password and update the contact entity fields as needed. You would have to do some investigation for that yourself.

    There are probably other options that other community members did to achieve similar functionality.

    Hope this helps.

  • Sskod Profile Picture
    Sskod 107 on at

    Thank you for the reply, That's what  was thinking about, I wanted to avoid the plugin on PreOperation, if my understanding is correct, there is no choice, I'll have to sync emails and usernames

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans