Associating multiple external identities to a single contact record in CRM in Adxstudio

In Adxstudio Portal you can associated multiple external identities to a single contact record in CRM. For whatever reason let say contact Bob McCloud has two ADFS accounts with your organisation, contoso\bob1 and contoso\bob2. You can configure it so that regardless of which account is used to login with, the user context is resolved to Bob McCloud.

Contact records in CRM has a grid of External Identities, and this is where the magic happens.

Just add a record to this grid for each external identity that should be mapped to the given contact. As we are using ADFS, we set the Identity Provider field to be the same as the value for the Authentication/WsFederation/ADFS/AuthenticationType Site Setting in CRM.

The user context will now be resolved to be Bob McCloud when one of these identities are used to login.

 

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About Bernado

Based in Australia, I am a freelance SharePoint and Dynamics CRM developer. I love developing innovative solutions that address business and everyday problems. Feel free to contact me if you think I can help you with your SharePoint or CRM implementation.
This entry was posted in Adxstudio, CRM, CRM Portal. Bookmark the permalink.

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