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Power Platform Community / Forums / Power Pages / Create record on datav...
Power Pages
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Create record on dataverse with external users without authentication ?

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Posted on by Microsoft Employee

Hi, 

 

I need to know if it's possible for external users not authenticated on Portal are abilities to create cases / Tickets on Dataverse ? 

 

For exemple, i'm an external user, i want to go to the portal without authentication and create un ticket by a simple form. This ticket will be created automatically in Dataverse (customer service model driven app). 

 

Is that possible ? 

 

Thanks 

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  • Community Power Platform Member Profile Picture
    Microsoft Employee on at

    Hi @Anonymous ,

    Short answer Yes. you can. here is what you need to do:

    1-Uncheck enable table permission on the entity form , which will allow users to access without authentication (noticed that MSFT will fight you for it and will keep reminding you to keep this enabled)

    Manar_0-1647031653136.png

     

    2-add the entity form on a page 

    Manar_2-1647031799394.png

     

    3- click on browse to see the form in the page and fill it without logging in

     

    Manar_1-1647031768149.png

     

    Manar_3-1647031872046.png

     

    and the case will be created in Dataverse

    Manar_4-1647032221923.png

     

     

    HOWEVER, there is a risk that you need to be aware of , Cases will always ask for Contact and Customer (Company) and if you allow unauthenticated customers to fill in this form then you will need to allow them to select their Contact/Company which is a bit tricky as you cant guarantee wrong entry.

     

    Once suggestion, you can create a custom entity that will only take couple text fields and display it on the portal to let customers submit it and extract info from it to create cases in the backend

     

    Let me know if that helps

    Thanks

    Manar

     

     

     

  • ragavanrajan Profile Picture
    7,044 Most Valuable Professional on at

    Hi @Anonymous 

     

    Completely agree with @Anonymous . By April month Microsoft will push an update to make the table permissions mandatory. So most likely your external users will need to log in.  The modern solution I would think is to integrate a power virtual agents into your portal. 

     

    1. Allow your users to initiate the conversation with your chatbot 

    2. Let the bot create a ticket on behalf of your external (not -authenticated) users. 

     

    Hope it shed some light for you. 


    ------------

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

     

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