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Link between CRM Portal User and Sitefinity user Cancel The title field is required!

1. julien.biedermann

   

   17 posts
   Registered:
   16 Jun 2016
   22 May 2017

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   Hello,
   
   I would like to know how the CRM Portal User and Sitefinity user are linked together. Is it possible to create them manually and associate them later on ?
   
   Thank you,
   Julien
2. Sonam Joshi

   

   29 posts
   Registered:
   20 Mar 2017
   Answered

   23 May 2017

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   Any Roles you create in Dynamics CRM will be pushed out and synchronized with The Portal Connector when users are assigned the role.
   
   By default there are no Roles defined within Dynamics CRM. You need to create roles that align with your business requirements.
   
   To create a new Role, in Dynamics CRM navigate to Settings >Portal Roles > click on “+New” to add new portal role > update the portal role information.
   Once you have created the role in CRM, assign it to portal user to view it in Sitefinity.
   
   To view the created role in Sitefinity:
   In Sitefinty backend> Administration > Roles.
   
   Thank you,
   Sonam Joshi