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Posted on by Praveen Mcsd

Hi Team,

We have a requirement to do the duplicate check on contact record based on email address and phone# but we can't use contact API as its allowed to access/download all contact records after login into Portal/Via logged in user. Please guide me here.

Praveen

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Mira Ghaly 11,415 Moderator on at

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@PraveenMCSD

I believe in you current situation the only way to go is to develop a C# plugin to do the logic for you, But I am not sure if you have someone with the capabilities of writing C# plugins

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/write-plug-in?WT.mc_id=DX-MVP-5004221

Please check the below example as well:

https://mylearnings26.wordpress.com/2018/06/26/detect-duplicate-records-in-ms-crm-using-plugin-c/

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Praveen Mcsd 2 on at

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Thanks @Mira_Ghaly for the reply

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Fubar 8,487 Super User 2026 Season 1 on at

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At the moment you have to code something (in the future maybe via a power pages flow), your options are:
Real-time plugin
Real-time Workflow with a custom workflow activity
Action (would still need custom code) - that you call via the Portals Web API
For the real-time plugin/workflow you will also need to turn on a portal Site Setting so that you can push a nice error message back to the Portal.

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