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Role Synchronization causing a duplicate

2 posts, 0 answered
  1. Richard Watt
    Richard Watt avatar
    1 posts
    Registered:
    12 May 2021
    12 May
    Link to this post
    Hi

    I am trying to understand the behavior of Roles and synchronization with Dynamics 365 (D365). I have determined the following.

    1. Sitefinity (SF) existing roles do not sync automatically to D365 (once TPC is configured)
    2. Once TPC is installed & configured, then new roles created in SF will sync to D365 at time of creation
    3. Existing SF roles will sync to D365 when assigned to a user who exists in D365 as a Portal User.
    4. Roles created in D365 will sync to SF, but only when first assigned to a Contact.
    5. Role assignments can be performed in either SF or D365.

    When I do 3 - create a role in D365 and assign to a contact, I find I get a duplicate role of the same name created in D365. The role syncs to SF ok.  My assumption is the role creation is triggering a sync back again to D365 creating the duplicate.
    Is this normal?  Should new roles only be created first in SF before assigning in D65?

    Regards
    Richard
  2. Vladyslav Makar
    Vladyslav Makar avatar
    4 posts
    Registered:
    16 Dec 2020
    28 May in reply to Richard Watt
    Link to this post
    Greetings Richard,

    Thank you for reaching us here. I've provided a link to some documentation that might help you in the user roles creation, in case you haven't seen it already:

    https://www.crmportalconnector.com/developer-network/documentation/how-tos/mvc-based-widgets/how-to-manage-user-roles-in-dynamics-crm#:~:text=First%2C%20navigate%20to%20the%20Portal%20Rules%20option%20under%20the%20Settings%20section.&text=Click%20on%20the%20New%20button,to%20any%20Portal%20you%20desire

    Also, you can always reach us at support@crmportalconnector.com for the assistance or join the daily Q&A Session where we can try to assist you in person.

    Best regards,
    Vlad
2 posts, 0 answered