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BillYoung-arm
Level: Powered On

Guidance on creating a simple case logging portal

Hi! I have no real Dynamics experience but I'm trying to set up the basic functionality for a simple case logging portal.
The official guidance at: https://docs.microsoft.com/en-us/powerapps/maker/portals/create-portal ...provides some elements of this but does not provide a worked example with linked external users and associated records which the users can view and update themselves.

Please advise of any guidance and or examples. I have been unable to track down any such documentation, video resources or similar.

Thanks

2 REPLIES 2
Community Support Team
Community Support Team

Re: Guidance on creating a simple case logging portal

Hi @BillYoung-arm ,

Do you want to know how to configure for  external users of portal?

 In this case, account credentials and password management are handled by a third-party identity provider. Users sign up to the portal by selecting an external identity to register with the portal. After it is registered, an external identity has access to the same features as a local account.

This includes OpenID based providers such as Yahoo! and Google and OAuth 2.0 based providers such as Twitter, Facebook, and Microsoft. 

Here's a doc about Configuration of  Open ID:

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-openid-settings

Here's a doc about Configuration of  OAuth 2.0:

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-oauth2-settings

Except using existing third party account, you could also register new external account in the portal.

Users have the option to choose which type of account they want to register.

 

 

If you want user to  manage and display his account information in the portal, I'm afraid it's not supported in portal now.

I suggest you express your views about adding this function on PowerApps Ideas Forum. Your precious feedback will be very helpful for our work.

https://powerusers.microsoft.com/t5/PowerApps-Ideas/idb-p/PowerAppsIdeas

 

 

Best regards,

 

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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BillYoung-arm
Level: Powered On

Re: Guidance on creating a simple case logging portal

Hi Phoebe

Thanks for the reply

I'm really trying to undertsand the basic plumbing of the site.

By adding a "Created By (Portal user)" to my custom entity, I've managed to get a record of who created theitem and subsequently created a page of that user's records, via a filtered Entity List

I could've done with some guidance on that and now I need to work out how to add the links to the Entity List records to view the details, edit the record and add new records

Dynamics Portals appear similar but there appears to be little explanation of these processes for the new Power Portals

Are there any such resources that you can point me to?

Thanks

Bill

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