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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Web file in customer p...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Web file in customer portal can't be downloaded for users without Portal Administrators role

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Posted on by Audrey Ma 30

Hi everyone,

Good day!

We created a customer portal through power apps.

There we made a resource download section to publish some technical documents to our clients.

The documents are attached as Web File memo in Dynamics CRM and can be opened normally in Dynamics.

However, when going to our customer portal, only users associated with "Portal Administrator" web role can download the documents.

Other users just got an error message "Access denied" and the download failed.  

Comparing "Portal Administrator" role with other roles, I didn't find any different access restrictions, entity or web page access, all is the same.

In addition, both roles can normally access the mother web page, just showed different download results.

Any ideas, please kindly share it with me,  thanks in advance!

I have the same question (0)
  • Suggested answer
    SS-01100907-0 Profile Picture
    SS-01100907-0 Microsoft Employee on at

    Hi,

    Please check and configure entity permission properly . If you are trying to download the attachment on a note then check the permission for annotation if its not there create one 

  • SS-01100907-0 Profile Picture
    SS-01100907-0 Microsoft Employee on at

    Article for reference: https://docs.microsoft.com/en-us/powerapps/maker/portals/configure-notes 

  • Audrey Ma Profile Picture
    Audrey Ma 30 on at

    Hi Soumen,

    Thank you for your reply!

    I tried adding an Entity Permission for "annotation" as below, but still got the same error "access denied".

    In addition, I also tried the method you mentioned in the following link.

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure-notes 

    Unfortunately, after configuration finished, "Add Notes" button didn't appear...  Seems that neither works at present.

    2020_2D00_11_2D00_12_5F00_14h32_5F00_47.png

    As a supplement, the documents are now added as Notes in "Web file" and documents related info(name, overview)can be viewed normally in our portal.  Only download failed due to "access denied".

    Is it originally impossible for us to manage documents in the portal through Dynamics "Web file"? 

    2020_2D00_11_2D00_12_5F00_14h40_5F00_16.png

    Any other advice, please kindly share it with me!

  • Suggested answer
    SS-01100907-0 Profile Picture
    SS-01100907-0 Microsoft Employee on at

    Hi,

    Please go into the detail view of the entity permission and verify the parent entity permission and web roles as well. For example if you are uploading document for a case notes then the parent should be case activity. Now in the parent please check the relationship you selected based on that only the required users will be able to download the files. IF you select the scope as shown below then the case contact and customers can download the files

    pastedimage1605161306885v1.png

    pastedimage1605161444774v2.png

  • Audrey Ma Profile Picture
    Audrey Ma 30 on at

    Hi Soumen,

    Thank you for your quick feedback!

    I'm still a little confused about the "Parent Entity" access configuration.

    Since all of our documents are saved through "Web file", I set the "Son Entity" and "Parent Entity" as below, but didn't work.

    Parameter Son Entity Parent Entity
    Entity annotation  adx_webfile
    Scope Parent Globa
    Privilege All accesses except delete All accesses except delete

    It would be really appreciated if you can share the "Parent Entity" setting with us.  Thanks in advance!

    2020_2D00_11_2D00_12_5F00_16h05_5F00_11.png

    2020_2D00_11_2D00_12_5F00_16h07_5F00_57.png

  • Audrey Ma Profile Picture
    Audrey Ma 30 on at

    Any ideas about this issue, please kindly share with me!  Really really really need your help!

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