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Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to add portal comment section in web portal

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Posted on by 40

I'm new to crm dynamics365, i want to be able to display a comment section under my cases in the web portal side. 

portal comments work fine on the crm side (in the timeline) 

but it doesn't display on the web portal, my question is how do i add the comment section to the web portal ?

i'm looking for a way to communicate to the customer using comments and not email. 

 pastedimage1590133241389v1.png

above is what my portal looks like, i want to remove the notes section and add a comment section instead.

I have the same question (0)
  • Suggested answer
    Ana Almeida Profile Picture
    on at

    Hello Kechi,

    To display Portal Comments, please perform the following steps:

    1. Make sure the Portal Timeline solution is installed – if you have installed the Customer Service or Employee portal, this should be present already. If you don’t have it, you will need to install it first.

    2. Next, if you are using a custom entity or an entity that hasn’t already got this enabled by default, made sure Activities is enabled in the Communication & Collaboration area.
    pastedimage1590139656834v1.png

    3. Add a Timeline section to the form you wish to add to your Entity Form.

    4. On the Entity Form, Enable Entity Permissions is selected. Scroll to the bottom of the Entity form and add a new Entity Form Metadata record. Add the type of Timeline. You can then make changes in the settings area as needed.

    pastedimage1590139709443v3.png

    5. Next, add two different Entity Permission records. One for Activity entity and the other one for the Portal Comment entity. The scope for both should be Parent. The Activity Permissions are set to Read Yes, everything else is No. The Portal Comments Permissions are set to Yes for Read, Create and Append and everything else is No. Set the relationship to an Entity Permission for the entity you are adding the timeline to.

    pastedimage1590139729595v4.png

    6. Next, go in to the portal Site Settings area and look for CustomerSupport/DisplayAllUserActivitiesOnTimeline. Set this to false so that it doesn’t show all of the activities by default.

    7. In the Activities entity, there is a Portal Timeline View. Edit the filter on to only show the Activity Type of Portal Comment.

    A lot of different steps, but this allows you to use the Portal Comments. 

     Hope this helps :)

  • Kechi  Profile Picture
    40 on at

    Hi there, i managed to follow your steps and it works on the crm side.

    I can add a portal comment and it displays on the crm side.

    However i want this to display on the website so i can communicate using the website to the customers and vise versa.

    Please can you help with getting the "Add Comment" button to display with functionality to add comments.

  • Suggested answer
    Ana Almeida Profile Picture
    on at

    Hello Kechi,

    There is an option for Entity Metadata to enable create.

    Can you change to True ?

    pastedimage1590152424049v1.png

  • Kechi  Profile Picture
    40 on at

    Yes there is, i changed it to "true" when i created it. 

    There's still no change on the website side. 

    pastedimage1590154501699v1.png

  • Ana Almeida Profile Picture
    on at

    Hello, 

    Can you check if in the Timeline control default tab for the Posts is set to Activities?

     

  • Kechi  Profile Picture
    40 on at

    Can you please help me navigate to that tab.

  • Suggested answer
    Ana Almeida Profile Picture
    on at

    Hello, 

    Yes, off course. 

    In the Dynamics 365 open the form editor and double click in the Conversation Tabs field in the Timeline section.

      pastedimage1590159953525v2.png

      Click in the Web Client Properties sections and in the Default Tab set Tab option to Posts. 

      pastedimage1590161993456v3.png

    1. Kechi  Profile Picture
      40 on at

      Hi there,

      I don't see a timeline conversation tab under my form editor. 

      This is my layout for the website - edit a case page (where i want communication with the user to display) 

      pastedimage1590311351281v1.png

    2. Kechi  Profile Picture
      40 on at

      My steps are as follows:

      1. Entity Form I’m using

      pastedimage1590397713687v1.png

      There’s three timelines created for different websites, I am using the customer self-service website (to display my comment section on the web portal site)

      pastedimage1590397784044v2.png

      pastedimage1590397819114v3.png

      2. After adding the timeline I created the two entity permissions.

      pastedimage1590397869138v4.png

    3. Arafat Profile Picture
      155 on at

      How conveniently the solution was plagiarized by the Microsoft Support staff. Would have been better had you given the credits to Megan Walker's blog.

      meganvwalker.com/.../

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