Contact with a web role

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Posted on by Community Member Microsoft Employee

I have a web portal with 3 different types of authentication, one, which is the form that 
comes by default in portals and the others are forms created according to the specifications
of the client, each of these are forms to assign a specific web role to the user who Please 
register.

When the user registers using the standard authentication, a contact is created in 
dynamics, through the use of workflows was obtained that when registering in the other two 
forms, is assigned the role corresponding to the form, But also create a contact for each 
form, which would leave us with a tripled contact in Dynamics, there is some way to modify 
the registration of the original contact so that when entering the user's data in any of 
the other forms the web role is modified Which portals do you assign by default? Or any 
other way to solve this dilemma?

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Lakshmisha Shetty on at

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RE: Contact with a web role

"Hi,

You can use the liquid Template to check the record if exist in CRM, If exist then update the record with ID[which you got using Liquid template], Else create a new record"

Please mark my answer as verified if you find it helpful.
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Community Member Microsoft Employee on at

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RE: Contact with a web role

You have two options here:

1. Add uniqueness check on the form using JavaScript, and ask the user to login and provide them another way to subscribe to the new role.

2. Run a background workflow on create of a contact, which checks for duplicates and merges them.