Dynamics Community Forum Thread Details

Portal add on - Web Forms or other configuration to search for Contact and create related records

We are using D365 and the portal add on and I'm unsure if Web Forms would enable us to implement the following functionality.

Does anyone have any suggestions on the best way to implement the following process?

1. In the portal, search for a Contact to check if it already exists in CRM (but not have ALL contacts displayed by default to the user in an Entity List prior to searching)

2. If contact DOES NOT exist, allow the creation of contact

3. If the contact DOES exist, allow the update of the Contact if mandatory fields are missing.

4. Using the contact from step 2 or 3, create a related record that has a lookup to that Contact and an Account that the portal user has permissions to add Contacts to (i.e. the Accounts that they can pick from are restricted, but some can pick from more than one based on another relationship between Contact and Account)

Would web forms with multiple steps be suitable for this process?

Is this even possible using out-of-the-box portal configuration?

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