Questions around Power Pages - Customer Portal

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Posted on by RachelColes

Hi All,

I came across Power Pages...... and hoping it will help with solve my problem or make it easier....

Below is a quick summary of end goal which I hope can be done via Power Pages (Customer Portal), hence the below questions...

We are trying to automate as much as possible and use Dynamics to it's full potential without breaking the bank...

1. At present we have queues for Support Cases from email - So if a client sends in a email to support (including attachments), a case is created, against their Account/Contact, a Teams post is generated to a Teams channel with the information of the case etc.
- I have seen that via Power Pages, you can create a portal/page to allow clients to login and create a case themselves - Just to confirm, is this correct? If so, I'll investigate this more and see if it's another option for us around automating the support case creation

2. Sales/Purchase orders - We want to do the same as with the support cases, use Power Pages to allow clients to login and create a sales order which will be connected to Dynamics and then we get a notification when the order is created. Also we need the clients to be allowed to insert attachements in the sales/purchase order- Can this be done?

So, do anyone of you, have a Customer portal created via Power pages which allows customers/clients to login and crreate support cases and purchase/sales order? Does it work well?
I've read into the authenciation access and the rights to selected fields etc. so that covers the security aspect as we're going to SOC 2 compliance so we need to make sure it's secure as Dynamics as all our client data.

We don't have the Finance Hub , only Sales Enterprise and Customer Service Professional

Apologises for the long post....

Regards

Rachel

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Saud Ali 812 Super User 2024 Season 1 on at

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Hi @RachelC ,

Below are the answers to your questions:

Case Management - This correct, users can log in to Power Portal and log cases with their accounts and at the end a case will be created in CRM, and you can do automation as per business need (e.g., case routing, adding it to queue or sending emails etc.)
Sales/Purchase orders - This is correct, Power Pages allows clients to login and create a sales order which will be connected to Dynamics and then we get a notification when the order is created. Power Pages allows you to upload any attachments.
Lastly, I worked recently on one of my client's Portal having the same requirements as yours. It was fully customized Portal having great UI/UX experience (Power Pages allows you to change UI/UX according to your design). Power Pages also allows you to configure different Identity providers not only locally authentication but External Identity providers as well. At the end Power Pages are connect with Dataverse and it is fully secure, and your data is fully secure.

For more information, you can read this link. Feel free to ask, if you have any questions.

Thanks,
Saud

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Lucas001 2,562 Super User 2026 Season 1 on at

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Hi @RachelC,

generally speaking yes it is possible. Over all, you may come across some unexpected barriers you got to pass.
To your questions:

1. This would be quiet easy. You will probably need a form and set it up depending on howw your support cases look like. That form can be processed and stored in dataverse. You can than have a look and do further action with your cases using power automate etc.

2. This will be a bit trickier depending on how the customer shall make purchase or sales order. If you want to create something like a marketplace or an onlineshop where they can select items and move further in the process --> shopping cart --> checkout --> payment etc.. You will have to create some tables and some support tables depending on how big your process currently is. An upload of attachments is no problem in a form. You can either save that in sharepoint, onedrive or do other things, again with PowerAutomate.

Hope that helps.

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Fubar 8,487 Super User 2026 Season 1 on at

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FYI: if your environment has Customer Service installed, when you go to setup your portal you should be able to find a Customer Self-Service portal option - this one already case Case features.

Note: the Security Model is not the same as Dynamics 365/Dataverse your Security Roles do not apply as the portal runs as SYSTEM user (their is no concept of Business Units), instead you need to configure Web Roles and Table Permissions.

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RachelColes 29 on at

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Hi All,

Thank you all for the replies, I do appreciate it.

To answer some of your questions and to ask a question or two.
- We do have the Customer Service portal as currently we use the routing for incoming support requests via email which automatically creates a case, sends a email response and posts a message in MS Teams.
- Our products are very besoke so we won't use any marletplace, shopping carts, payments at the moment, maybe in the future. So it will more be along the lines, of them selecting the price list and then the product and placing the order which we'll then create.
- I read around the Web Roles so I understand we'd have to sort out permissions for the clients access - limited acces to only their data.

Questions:
- Just to clarify. We'd use the invite only authenication as we'd only want selected clients to have access to the portal in the beginning to make sure all data is secure (super paroniod about securing the data), as we'd like to setup the Web Roles before they have access.
So once they have an invite and authenicate with the link, do they then have the option then to use their own authorization method or do they have to use the local authenciation? We'd rather not store passwords locally on our dataverse.

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Lucas001 2,562 Super User 2026 Season 1 on at

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Hi @RachelC,

regarding your question.
Usually when you send out the link, they will get the option to create a local account with a username password etc.
However you cannot read the passwords yourself, as far as I know. And actually I don't know where the passwords are saved exactly. So creating a local account is quiet fine from the security point of view.

For handling your data and your orders etc., I assume you will need data like adress, name, bankaccount etc. so saving the details from the profile webform will be mandatory for you.

Hope that helps.

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Fubar 8,487 Super User 2026 Season 1 on at

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@RachelC wrote:
Questions:
- Just to clarify. We'd use the invite only authenication as we'd only want selected clients to have access to the portal in the beginning to make sure all data is secure (super paroniod about securing the data), as we'd like to setup the Web Roles before they have access.
So once they have an invite and authenicate with the link, do they then have the option then to use their own authorization method or do they have to use the local authenciation? We'd rather not store passwords locally on our dataverse.

There are multiple options with regards to authentication, Invitation is not exclusive to Local Login, you setup the Authentication/Identity Providers you will accept (you can also setup B2C to accept other providers). https://learn.microsoft.com/en-us/power-pages/security/authentication/configure-site
If you have enabled multiple Authentication methods, a user can establish multiple login mechanisms e.g. one day could login with Facebook, next day login with Azure B2C etc etc.
For Local Login the 'raw' password is not saved (but be careful of what fields you have Auditing turned on for if making any changes to how the out of the box works), the encrypted value is stored on the Contact record in the Password Hash field.

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