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Session Id : loK8S+zgr2cuCSSkfU83qQ
Power Pages - Power Apps Portals
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PowerApps Portal: Dynamics 365 security permission to access Portal Management

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Posted on 26 Jun 2020 04:11:02 by

Hello Community,

 

When setting up a PowerApps Portal with a Dynamics 365 instance, we get the Portal Management app in Dynamics 365. My understanding is that a Dynamics 365 Enterprise license (i.e. Dynamics 365 Sales Enterprise) is required + having the system admin security role in Dynamics 365 in order to configure the portal, and to access the Portal Management area.

 

If I have a user with the Dynamics 365 Sales Enterprise license, but doesn't have the system admin security role in Dynamics 365, what security role permissions would be required for the user to see the Portal Management app so that the user can make changes to the web pages, entity forms, web roles, etc. Is this only restricted to system admin security role in Dynamics 365, or can this work for other security roles with some added permissions? And if yes, what kind of security role permissions would be required?

 

Any insights would be appreciated.

 

Thank you!

  • Verified answer
    oliver.rodrigues Profile Picture
    9,342 Most Valuable Professional on 30 Jun 2020 at 07:53:46
    Re: PowerApps Portal: Dynamics 365 security permission to access Portal Management

    You can just create your custom Security Role and assign to your users

    https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges#:~:text=A%20security%20role%20defines%20how,can%20have%20multiple%20security%20roles.

     

    a few tips for you:

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    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

  • Christian Leverenz Profile Picture
    1,214 on 30 Jun 2020 at 07:34:58
    Re: PowerApps Portal: Dynamics 365 security permission to access Portal Management

    Hi @Anonymous ,

    when it's only about translations, you could also declare a portal user (aka contact) as an administrator of the portal and then the translatiuons could be done via font side editing.

    This doesn't cover anything but may help in terms of translations or page content.

     

    Have fun,

      Christian

  • v-bofeng-msft Profile Picture
    on 30 Jun 2020 at 06:18:34
    Re: PowerApps Portal: Dynamics 365 security permission to access Portal Management

    Hi @Anonymous :

    As a user in Common Data Service, if you do not have appropriate privileges on portal entities, you might see errors such as “You do not have access to view solutions in this environment.” or “You do not have access to view Website in this environment”. It is recommended that you are in a System Administrator security role in the corresponding Common Data Service database.

    I think this link will help you a lot:

    https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-existing-portals#share-with-internal-users

    Best Regards,

    Bof

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