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Customer Self Service Portals

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Posted on by IFI Techsolutions

Can we created multiple self service portals in an single production environment if we have office E3 license? If we can then how many ?... If not then what are the alternatives? kindly provide me with some docs ?

and also is it possible to have organizational login in self service portals , where all the cases are visible for all the specified customers in that particular organization.?

Thanks in advance

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Power Apps portals

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Nicholas Hayduk 174 Most Valuable Professional on at

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Hello,

There is currently a limitation where you can only have one of each type of Portal installed in an environment. It has to do with the fact that data is imported during the installation with specific IDs, and if you install the same portal twice, you'll get duplicate IDs. In theory, to get around this you could create the Portal records yourself do avoid duplicate IDs, but I haven't tried that myself.

As for your second question, yes, you can setup Entity Permissions to allow a user to see all cases for a specific customer, using a combination of Account Scope and Parent Scope permissions.

Nick

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IFI Techsolutions 26 on at

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Thank You for your previous reply.

Could you guide me through some steps for setting up this scope for a particular customer or any related docs related to this would be a big help?

Also, I need to edit the web form of case creation by deleting and adding new fields, I created a new webform and web form steps in them but nothing is reflecting in the portals ? Is there step I missed? Do I need some extra configuration?

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Nick.Doelman 45 Most Valuable Professional on at

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To restrict viewing of cases by the contact's account, you can configure entity permissions using the "Account" scope.
https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/assign-entity-permissions

Webforms require a number of steps to appear on the portal, good overview is here:
https://docs.microsoft.com/en-us/learn/modules/access-common-data-service-dynamics-365/4-web-form-processes

Cheers
(the other) Nick

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IFI Techsolutions 26 on at

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Thank You for the previous reply,

How do we connect account scope with Parent scope? Is there any solution document regarding the same.

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Nick.Doelman 45 Most Valuable Professional on at

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The logged in Contact would need their parent customer lookup set to the Account record, in order for Account Scope to work.

If their is a custom relationship configured,

Entity permissions can have child entity permissions that can reflect the relationship.

Nishant Rana has a good post on the topic, the screens are a bit dated but the concepts are still the same today in Power Apps Portals;

https://nishantrana.me/2017/03/02/understanding-parental-scope-in-entity-permission-in-portal-dynamics-365/

Cheers
Nick

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