Hi folks,
I am using a customer self service portal for case management, So my portal contacts can login and see all the cases created by them and related to the Company associated with them.
Now I want to create a hierarchy among these portal contacts i.e. Global Access, Department Managers, Team Members.
I have a lookup of Department on Contact and Case and a Option Set for Role on Contact.
Is there a way I can achieve this (Really difficult with Web roles)
Thanks & Regards
Vidit Gholam.
Solved! Go to Solution.
I am using Azure AD (Default Button which is available) to authenticate my users but I am not able to map registering users with their existing contact in CRM, I know there is a site setting for that AllowContactsMappingWithEmail, But I am not able to configure it correctly as I am not able to figure out what protocol and provider should be.
Think the default uses .../OpenAuth/Microsoft/.... (or .../OpenIdConnect/AzureAD/...) but you can also configure it with the wizard see https://docs.microsoft.com/en-us/power-apps/maker/portals/configure/configure-oauth2-microsoft
or open id
The proper way here would really be Web Roles / Table Permissions. You can then control the security within the table permissions by the contact or account, or even different lookups
There is a bigger overhead, but this would be the secure way
Power Pages Super User | MVP
Hi @OliverRodrigues , Thank you for your response I am trying it out using web roles but I guess I still need to a architect the hierarchy after which I will move on to the web roles. I had a few more difficulties as mentioned below :
I am using Azure AD (Default Button which is available) to authenticate my users but I am not able to map registering users with their existing contact in CRM, I know there is a site setting for that AllowContactsMappingWithEmail, But I am not able to configure it correctly as I am not able to figure out what protocol and provider should be.
Also, is it possible to set portal access for a contact manually and then they can login using the Azure AD button ?
Thank you in advance for all your help and suggestions.
I am using Azure AD (Default Button which is available) to authenticate my users but I am not able to map registering users with their existing contact in CRM, I know there is a site setting for that AllowContactsMappingWithEmail, But I am not able to configure it correctly as I am not able to figure out what protocol and provider should be.
Think the default uses .../OpenAuth/Microsoft/.... (or .../OpenIdConnect/AzureAD/...) but you can also configure it with the wizard see https://docs.microsoft.com/en-us/power-apps/maker/portals/configure/configure-oauth2-microsoft
or open id
Hi @Fubar ,
Thank you,
(/OpenIdConnect/AzureAD/) worked I was struggling with this since 3-4 days and now it works thank you.
I know we can configure Azure AD Authentication but, I didn't wish to create one more Application in my Azure.
Thank you !!
Episode Seven of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft MVP Dian Taylor, alongside the latest news, product reviews, and community blogs. Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show! Show schedule in this episode: 0:00 Cold Open 00:30 Show Intro 01:02 Dian Taylor Interview 18:03 Blogs & Articles 26:55 Outro & Bloopers Check out the blogs and articles featured in this week’s episode: https://francomusso.com/create-a-drag-and-drop-experience-to-upload-case-attachments @crmbizcoach https://www.youtube.com/watch?v=G3522H834Ro/ @pranavkhuranauk https://github.com/pnp/powerapps-designtoolkit/tree/main/materialdesign%20components @MMe2K https://2die4it.com/2023/03/27/populate-a-dynamic-microsoft-word-template-in-power-automate-flow/ @StefanS365 https://d365goddess.com/viva-sales-administrator-settings/ @D365Goddess https://marketplace.visualstudio.com/items?itemName=megel.mme2k-powerapps-helper#Visualize_Dataverse... @MMe2K Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse. This episode premiered live on our YouTube at 12pm PST on Thursday 30th March 2023. Video series available at Power Platform Community YouTube channel. Upcoming events: Business Applications Launch – April 4th – Free and Virtual! M365 Conference - May 1-5th - Las Vegas Power Apps Developers Summit – May 19-20th - London European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas Join our Communities: Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions.
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We are excited to share the ‘Power Platform Communities Front Door’ experience with you! Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. There are a host of features and new capabilities now available on Power Platform Communities Front Door to make content more discoverable for all power product community users which includes ForumsUser GroupsEventsCommunity highlightsCommunity by numbersLinks to all communities Users can see top discussions from across all the Power Platform communities and easily navigate to the latest or trending posts for further interaction. Additionally, they can filter to individual products as well. Users can filter and browse the user group events from all power platform products with feature parity to existing community user group experience and added filtering capabilities. Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform. Explore Power Platform Communities Front Door today. Visit Power Platform Community Front door to easily navigate to the different product communities, view a roll up of user groups, events and forums.
We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5 2023! But first, let's take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando, Florida. Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more. Register today: https://www.powerplatformconf.com/
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