Power Platform Community Forum Thread Details

which tools are needed to realize a customer portal for documents exchange

Hi all,

I'm totally new to power pages and maybe there's someone who can help me getting on the right track.

I would like to accomplish the following:

A customer already has its (non power-)website. A new Button/Link is to be created which should open a customer portal.

This customer portal should be used as a (document)filesharing portal. Users with an account can login there to view a list of documents/files which are explicitily for them. These documents/files could be downloaded by the user and it is possible to upload new files too.

Currently this portal does not exist but it seems to me that power pages is the right tool to create one.

What exists is an access business application which is used for managing the customer relation data and creating documents for them. These documents are currently stored on a local fileserver in the organizations domain. For each customer there is a directory containing the relevant files to be shown in the portal.

What is the best approach to get the files/documents created by the business application to the power page(s dataverse) and back from dataverse to the local server filesystem? How to detect if there are new or changed files.

Is there an existing demo solution (I did not found one) which covers the scenario above?

As I understand, I need the following components:

- A power page with external logins enabled which is to embed in an existing web site

- a synchronization process to get the locally stored documents/files to the dataverse of the powerpage (is there a tool for that? Is it PowerAutomate, or are the filed/docs to be stored in a sharepoint folder to get a bridge to the powerpages dataverse, or is it a remote table in dataverse, or a bit of all of that)

- a rights management which ensures that a logged in user only can view its own documents and not these of other users.

Since I'm getting more and more confused reading all the help pages and all the power xyz sites and portals.... maybe there is somebody who can explain it to me in a way I can understand it?

Thanks for any advice

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General topics

Hi @ppnoob1

Welcome to the Power Pages Forum.

I will try to answer simply to achieve your needs.

- A power page with external logins enabled which is to embed in an existing web site.

Ans: Yes Power Pages is the best fit and you can enable external users to log in to your portal as "Authenticated" users and set up appropriate webroles for them depending on their permission. Official link here for setting up Azure AD B2C for authenticated users

Official link: Setup webroles

Ans: There are many ways you can utilise power pages to store your documents.

a. Using SharePoint Integration. Official URL. Click here

b. Azure Blob Storage

c. Native Dataverse File storage

Part 2: To get your local files synced to dataverse or SharePoint. You need a gateway setup. to connect your local files server. Official URL. click here

- a rights management which ensures that a logged in user only can view its own documents and not these of other users.

Ans: You need to set up webroles, web page access control rules, table permissions, assign contact to webroles and set up filters to achieve this.

Hope it sheds some light for you.

You may need to raise it as a separate thread for each specific query to get a detailed / better answer.

Hope it helps.
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