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dynamics-crmmicrosoft-dynamicsdynamics-crm-portals
Ramesh Kumar
Ramesh Kumar

Reputation: 3

Dynamics 365 Portal - Conflict between contacts exists in multiple business units

There is contact based portal registration. In CRM a person can exists in multiple business units. Now when a user try to login, it says password incorrect because it is referring to the other contact which is not having the password but same emailId. I want to enable portal for all the contacts in the system, based up on the business unit I will show the menu items.

suggest changes in portal setup so that it can handle multiple contacts for the user

Upvotes: 0

Views: 316

Answers (1)

Arun Vinoth PrecogTechnologies
Arun Vinoth PrecogTechnologies

Reputation: 22836

You have to think again about your implementation idea based on Administrator's Guide to Portal Capabilities for Microsoft Dynamics 365.

Few points:

  1. Multiple contacts is not a good idea, that too with the same email address. Not sure which Business Units (BU) you are talking about, but how you are planning to hook the authentication piece by different BU? Use the same Contact and after authentication, decide the authorization part based on your concept
  2. Even different Contact with different Email for different purpose is ok, but I would recommend you to look at web roles instead
  3. If Menu items has to be dynamic & depends on configurations, use Liquid syntax rather than complex implementations. Read more

Upvotes: 1

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