Create record on dataverse with external users without authentication ?

[JD12]

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 

[Manar]

Hi @JD12 ,

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)

2-add the entity form on a page 

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

and the case will be created in Dataverse

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]

Hi @JD12 

Completely agree with @Manar . 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. 

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