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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Portal for crm
Customer experience | Sales, Customer Insights,...
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Portal for crm

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Posted on by Nafas 160

hi.

i create an entity list on my portal. and set a dynamic lookup set filter on it. but when browse the page, the filter shows nothing in it's options. as you can see on picture. anybody has idea?

regards

0216.portal.png

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Portal for crm

    Hi, Golnaz

    The reason for this is that the entity you are associated with does not enable the appropriate Read permissions.

    1. Open the Portal Management app. Go to Portals > Web Roles.

     31562.png

    1. Find the role you want to grant permission to. Under Related, select Entity Permissions.

     84017.png

    1. Add Existing Entity Permission.

     53568.png

    1. New Record.

     6165.png

    1. Set the permission of the entity. Save and close.

     0601.png

    1. Add it to the Entity Permission Associated View and save the Entity List.

     7418.png

    1. Go to Power Apps to edit the Portal. Sync configuration and Browse website.

     0044.png

    1. Then you will see the records of the entity in the drop-down list.

     3124.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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