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VSJadhav
Helper II
Helper II

How to provide Accept Updated Policy checkbox on Sign-In Page before Sign-In and already accepted then don't show that checkbox.

Hi Team,

I want to add checkbox to accept "Updated Policy" by user before Sign-In.
Also show that checkbox if user yet not accepted "Updated Policy" and hide if user already accepted "Updated Policy" at Sign-In.

 

Here we will use one field to consider policy is updated.
Please let me know how can I add such functionality.

Thanks,

Vaibhav

1 ACCEPTED SOLUTION

Accepted Solutions
VSJadhav
Helper II
Helper II

I go with MS Flow as it solves the query.
Please refer below link for the solution.

https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/421888/...

 

Thanks,

Vaibhav

View solution in original post

4 REPLIES 4
OliverRodrigues
Super User II
Super User II

Hi, please see if this helps you: https://www.youtube.com/watch?v=NpHwOKM9Ls8

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/implement-gdpr

 

Not sure what you mean by having the policy checkbox before sign-in, that wouldn't be common in general in my opinion

 




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Power Apps Portals Super User


Oliver Rodrigues


 

VSJadhav
Helper II
Helper II

Thanks  @OliverRodrigues  for your valuable input.
I have created one Custom Entity "User Setting" and added new field "Updated Policy Date".
Also on Contact entity I have added 2 new fields that are "Accepted Policy Update" field and "Policy Updated Date" field.

Now am proceeding ahead by creating Custom Workflow.
When created New "User Setting" record, workflow will be execute and will update all CRM contacts "Accepted Policy Update" field and "Policy Updated Date" field.

Am new in writing Custom Workflow will you please guide me how to write a logic to update all contacts custom fields(above 2 fields)?

OliverRodrigues
Super User II
Super User II

Hi, you can take a look at this article for more details on Custom Workflow development: https://www.c-sharpcorner.com/article/creating-word-counter-custom-workflow-activity-in-dynamics-365...

 

Did you try the classic T&C approach that I shared earlier? does that suit your needs or is it not enough for your requirement?




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

Power Apps Portals Super User


Oliver Rodrigues


 

VSJadhav
Helper II
Helper II

I go with MS Flow as it solves the query.
Please refer below link for the solution.

https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/421888/...

 

Thanks,

Vaibhav

View solution in original post

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