Entity setup on Dynamics365 Portal and Provide Portal Access to a Contact?
How to Setup Entity on Dynamics365 Customer Service Portal and Provide Portal Access to a Contact from portal? There was a requirement where Account’s Primary Contact (Company Admin) can create Contacts (Employees) from portal. Company Admin can grant access to the employee. Employee can take actions as per the roles assigned (Configured while granting access though workflow) after having access to portal. Company Admin can revoke the access if needed. So Let’s see the first part of the requirement on How I setup the portal so that Employee can be created from the Portal? Following are the steps taken to implement this requirement: Create Employee from Dynamics365 Customer Service Portal: Create Employee Entity List on Contact Entity in CRM (Login > Portals > Entity List) as per the snapshot below. Create an Employees Webpage which will show the list of the records (with the views configured on Entity list page. · Attach the Entity Lis