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Customer Service forum

Dynamics 365 Portals help

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Posted on by 1,338

Hi I am in the process of working on  customer self service portal - I could do with various help on the following issues:

1. I need to disable all customers to be able to re-open a case once closed within the form is this under site settings etc?

2. I need to amend the name of "Attach file" to "Attach file/ photo" on the Create a case page- any ideas were this can be found?

3. I also need to be able to allow employees under a contractor account (lookup to accounts within cases) to be able to view cases their company is assigned to as well as Customers and both parties able to make  view /notes on the case but only for the cases they should see. 

any assistance with any of these would be hugely appreciated. 

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  • Justin Wilkinson Profile Picture
    1,338 on at
    RE: Dynamics 365 Portals help

    Also resolved part 2 - it's the label on the entity form but Part 3 I can do with some help!

  • Justin Wilkinson Profile Picture
    1,338 on at
    RE: Dynamics 365 Portals help

    I managed to resolve part 1 - this is an action button found on the entity form for edit case!

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