Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to find portal Con...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to find portal Contacts in CRM advanced find

(0) ShareShare
ReportReport
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

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: How to find portal Contacts in CRM advanced find

    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

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to find portal Contacts in CRM advanced find

    Hi Susritha,

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

    pastedimage1599029048470v2.png

    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

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,752 on at
    RE: How to find portal Contacts in CRM advanced find

    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.
  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: How to find portal Contacts in CRM advanced find

    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.

  • Susritha Profile Picture
    Susritha 195 on at
    RE: How to find portal Contacts in CRM advanced find

    Contacts are getting created from Azure AD B2C.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: How to find portal Contacts in CRM advanced find

    HI,

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

    www.inogic.com/.../

    Please mark my answer verified if i were helpful

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to find portal Contacts in CRM advanced find

    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

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,703 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,433 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans