Customer experience | Sales, Customer Insights,...

How to find portal Contacts in CRM advanced find

(0) Share

Report

Posted on by Susritha

195

Hi,

I want to find portal contacts in CRM advanced find.

Tried Username and password Hash contains data doesn't work.

Please help me with this!!

Regards,

Susritha

I have the same question (0)

All responses (7)

Answers (0)

cloflyMao 25,210 on at

Like (0)

Report
Copy link

Link copied!

Hi,

If a contact has an account of portal, then his Username field shall contains data.

Could you share me more details why your filter criteria(Username and password Hash) doesn't work? Do you mean that you want to query portal contacts who registered during a specific period?

Also, please try Profile Modified On and Security Stamp field.

Regards,

Clofly

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report
Copy link

Link copied!

HI,

Check below article to find out portal contact created in Dynamics.

www.inogic.com/.../

Please mark my answer verified if i were helpful

Was this reply helpful? Yes No
Susritha 195 on at

Like (0)

Report
Copy link

Link copied!

Contacts are getting created from Azure AD B2C.

Was this reply helpful? Yes No
Suggested answer

oliver.rodrigues 4,052 on at

Like (0)

Report
Copy link

Link copied!

We highly recommend users to migrate to PowerUsers community for new Portal questions:

powerusers.microsoft.com/.../PowerAppsPortals

Hi, users coming from external authentication won't have the Password Hash field populated, but they will have a username, so you can use just that

------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Was this reply helpful? Yes No
Suggested answer

Fubar 2,761 on at

Like (0)

Report
Copy link

Link copied!
You may need to provide more details about what you need it for.

All contacts created from the Portal itself will be created by a System user

All contacts originated in CRM then invited to the portal will have a portal invitation (and if redeemed a corresponding redemption record)

Contacts that are enabled will have the Login Enabled flag set Yes

Contacts with external identity provider (e.g. Facebook) will have an External Identities related record to the Contact

If you do not allow anonymous or authenticated default functionality (exists by default) - the contact will have a Web Role assigned to be able to use the portal.

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report
Copy link

Link copied!

Hi Susritha,

You could try following filter criteria to find contacts who are created from Azure AD.

Because if a contact sign in portal with Azure AD at first time, then the security stamp will still contain data,(like other contacts who follow normal registration process)

however, due to he don't need to input password, thus the password hash field might be blank.

Regards,

Clofly

Was this reply helpful? Yes No
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report
Copy link

Link copied!

Hello,

Pls refer this video for find portal contacts in CRM advanced find.

https://www.youtube.com/watch?v=vmTcTTYPpzk

https://www.crmjetty.com/dynamicscrm-wordpress-customer-portal.htm

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

Was this reply helpful? Yes No