Dynamics 365 Portals – Automatically Associating Contacts When Matching Email Found

As part of a current development project for a support desk utilising CRM Portals we had a requirement to allow the system to automatically associate a new B2C login with an existing contact if the email address matches.

I was admittedly worried this could be a difficult thing to do well, however, CRM Portals actually makes it extremely easy providing your email claims are linked to the primary email field in CRM.

In this article, I’ll cover the setting required to make this work.


Allow auto-association to a contact record based on email

The setting to add to Site Settings is as follows –

Authentication/[Protocol]/[Provider]/AllowContactMappingWithEmail

The Microsoft documentation describes this as follows –

Specifies whether contacts are mapped to a corresponding email. When set to true, this setting associates a unique contact record with a matching email address, and then automatically assigns the external identity provider to the contact after the user has successfully signed in. By default, it is set to false.

 

Further information can be found on the Azure B2C provider settings page.

If you run into any issues either leave a comment below or get in touch.

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