Need to get adx_webrole_contact Entity to use in Portal page to give user an option to relate Contact with Web Roles

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Hi Experts,

I am having one requirement where I need to give an option to user in portal to relate the Contact with Web Roles but when I checked the Contact entity relationship with web role then I found that "adx_webrole_contact" entity is responsible for M:M relationship. but I am not able to find this entity in CDS.

Contact & WebRole Entity.PNG

Basically, I am trying to give some admin related task in the portal to my client because we are hosting the environment for the client in our tenant and we can't able to give access to portal management and Environment in our Tenant.

Could you please help with this? Can I achieve this in the portal?

Thanks,

Amit

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Power Apps portals

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Hi, yes by CDS definition we can't really see the N:N entity, we call that a native N:N relationship.

There is an OOB action (that we can easily call via Workflow) to associate a contact with a Web Role. So for example if you have an entity list or an entity form you can configure your Portal object (entity list/form) to trigger your Workflow from there

On your workflow definitions you can add the following action:

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Community Power Pla... on at

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Hi @OliverRodrigues
Thanks for your response!
I am not able to figure out the steps which I need to perform to achieve it.
Could you please share the steps which I need to perform to achieve the requirement in the portal to assign Web Roles for different users.
I know we have to use the entity list to display all the contact and then we have to edit the contact records to assign the web roles but what all different steps required to perform next I am not sure. Like you mentioned we can call the Workflow and etc.

Please help me with this to understand the steps.
Thanks,
Amit

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justinburch Microsoft Employee on at

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Hi @Anonymous,
One negative of Oliver's suggestion is that you will need to create a workflow for each web role and then have a button to run each workflow (without adding customization to call the workflows by other means).
Have you considered giving the admin (or a custom role) the Append/Append To permissions for both Contact and Web Role, then just having a form for those users specifically with the Web Role subgrid on it for the admins to Associate with? From what I can recall, this would operate similarly to a Partner Portal.
https://docs.microsoft.com/en-us/dynamics365/portals/configure-web-roles-partner-portal

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Justin has a valid argument there, but you just need to see if you have several web roles that you want to assign.. or if they would be triggered by a different process each or the same process would assign all web roles the selected contact.. but this might still be the most simple solution

so step by step, you need to:

first create your workflow itself, for this you can navigate to make.powerapps.com --> solutions, create or open your own solution here

seconds step is to create a Workflow, you will need to navigate to the classic workflow editor here, you can click on the ellipses and switch to go to the classic solution editor:

now click on Process, on the left menu and create a new process.. you are going to create a Process with the following properties:

Type: Workflow

Real Time / Background: I will let you chose here, if you need the information to reflect on the Portal synchronously, chose real-time

Chose a name for your workflow

Entity: Contact

in your workflow steps, add the Assign Web Role that I mentioned earlier

Set the scope to Organization

on the trigger options, select On-Demand and uncheck the default when Record is created

and finally activate your Workflow

you can also add additional validations there if you need..

okay, now go back to your Entity List and you gonna find the Actions where you can trigger a Workflow, add this option and select your workflow there

clear the cache and you will see a new button on the Entity List.. from there the user will be able to assign a web role for the selected contact now

hope this helps

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Community Power Pla... on at

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Thanks @OliverRodrigues
I will try the steps which you mentioned. and will you know.

Thanks,
Amit

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Annie Lapointe 2 on at

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If someone find how to do this in a Cloud Flow, I am interested to know. Workaround I will try : create a process - Action in the old way than call it with a 'bound' action the power flow.

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Fubar 8,361 Super User 2025 Season 2 on at

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@Annie Lapointe at the time the original post was written the only model available would have been the Standard Model, so the first thing you need to do is work out if you are using the Standard or Enhanced Model as they are structured differently (standard model is generally those that use the Dynamics 365 Customer Engagement site templates and generally use normal tables with an adx_ prefix, whereas the Enhanced model uses virtual tables with a mspp_ prefix)

https://learn.microsoft.com/en-us/power-pages/admin/enhanced-data-model#determine-whether-your-site-is-using-the-standard-or-enhanced-data-model

Generally I would not get the users to choose the Web Roles directly, but select from a custom choice or checkbox and then map that to the actual Web Role in your automation.

You can still associate & disassociate Web Roles in the enhanced model using a Flow however it is structured differently as the Web Roles are site components - the following is some fetchxml to list roles etc & shows how it is structured

List Web Roles

<fetch top="50"> <entity name="powerpagecomponent"> <attribute name="name" /> <filter> <condition attribute="powerpagecomponenttype" operator="eq" value="11" /> </filter> </entity> </fetch>

Web Roles associated with Contacts

<fetch top="50"> <entity name="contact"> <attribute name="fullname" /> <link-entity name="powerpagecomponent_mspp_webrole_contact" from="contactid" to="contactid" intersect="true"> <link-entity name="powerpagecomponent" from="powerpagecomponentid" to="powerpagecomponentid" intersect="true"> <attribute name="name" /> </link-entity> </link-entity> </entity> </fetch>

As you'll notice in the above powerpagecomponent holds the site components including the Web Roles, and powerpagecomponent_mspp_webrole_contact links the Contact to the web role

The following video is someone creating a flow for a web role in the enhanced model

https://youtu.be/Mm3dL4DTMBk?si=TC5O-H_8mYs-Svoe

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