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Former Member
Nov 16, 2006 at 02:10 AM

Is there a way to automatically map CRM Roles to Portal Roles

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<b>Scenario:</b>

When a new user registers on our portal he is assigned a CRM Role, however, he still needs to be assigned a Portal Role. Since we will have many users registering through our portal we do not want to assign roles to users manually. We want this to be an automated process, which requires almost no administration after the initial configuration.

<b>Solution we are looking for:</b>

Ideally we would like to do some configuration on the Portal side that would some how pull roles from CRM user store and map them on to appropriate Portal roles. In our case the reverse would also be ok as well, i.e. we do some configuration on the CRM side that would push the appropriate role to the Portal and do the Portal Role assignment.

Does anyone know how to do this? I am very new to portals so a detailed explanation would be very helpful.

Thanks for all the help!

Muhammad Osman Yousuf