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Role Synchronization causing a duplicate Cancel The title field is required!

1. Richard Watt

   

   4 posts
   Registered:
   12 May 2021
   12 May 2021

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   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

   

   20 posts
   Registered:
   16 Dec 2020
   28 May 2021 in reply to Richard Watt

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   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