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Microsoft Dynamics CRM (Archived)

Restricting access in Idea Forum

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Hello,

 

We are experiencing issues regarding access to Idea Forums on a Community Portal connected to a D365 Online environment.

Web Roles are set up and connected to Idea Forums via the Sub Grid for "Roles with Read Access" and "Moderators". Only members of these Web Roles are allowed to view Idea Forums, access is restricted to all other users.

The Web Roles for Idea Forum "A" and "B" are associated with Account "Account1" which in turn have associated Contacts. The expected result is that the Contact "Contact1" associated with "Account1" should se only these two Idea Forums. 

 

This seems to work only occasionally as cache invalidation (and a lack of it) messes this up. If "Contact1" changes account to "Account2" which have access another set of Idea Forums the permissions does not seem to correctly update for the contact. If the cache is cleared, the permissions are of course updated. However, when clearing cache the Idea Forums permissions are not always loaded correctly leading to every contact being able to see and access every Idea Forum. Upon clearing the cache a few more times (anywhere from 1 to 10 times) seem to fix this issue until the next cache refresh.

 

To summarize: there seem to be two issues.

1. Cache invalidation for Idea Forum access seem to not be working as change tracking is activated for all entities involved but changing account for a contact does not reflect on the contacts portal access.

2. A major problem regarding failure to consider permissions for Idea Forums rendering the whole Idea Forums part of the portal unreliable and therefore unusable.

When reading Microsoft's documentation from this webpage:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/crowdsource-ideas#manage-idea-forums-in-dynamics-365-for-customer-engagement
T
hey are saying: "Restricting access to Idea forums by using web roles is not supported"

Does anyone have any idea or a workaround for this?

Thanks for all your support!
/Marcus Stenswed

*This post is locked for comments

  • RE: Restricting access in Idea Forum

    Thanks for your answer Nicholas!

    We'll just have to wait and see if Microsoft will make this supported some day, when speaking to them it does not look that way any time soon though.

  • Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Restricting access in Idea Forum

    Hi Marcus,

    I can confirm your findings, but unfortunately I don't have a solution.  I have a YouTube channel with Portals tips and I was actually just creating one on the Ideas functionality and I noticed the same behavior with regards to the permissions.  As far as I'm concerned, as of right now, web roles don't work for restricting access to Idea forums (even though sometimes it seems to work).

    Nick

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