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Any ideas why I cannot see case lists on the customer self-service portal in Dynamics 365 online Portal.
The registered user is added as a contact and assigned to the service account, I have ability to create the cases, but not to see the case list and edit cases from the portal. Checked web roles and entity lists all is fine, Any ideas
Hi,
Create an entity permission as shown below. Also assign the web role to this entity permission.
Hi TSP,
Please check below things:
1. Check user have role or not, if user has role then this role has entity permissions assigned?
2. Change views in case list view & check case list is appear
3. Check while creating case, in customer field what you link, Logged in portal user or account? try to link logged in portal user in Customer field & check
4. In case entity permission check scope & relationship selected, portal side the data will filter based on scope & selected entity relationship.
I hope it helps,
Thanks.
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Hi,
Please check if you have proper access role assigned. Also you can check the below URL for complete configuration details
https://www.encorebusiness.com/blog/portals-in-dynamics-365-entity-lists-part-a/
Hi TSP,
Please see if this links helps.
community.dynamics.com/.../609758
Let us know if you are still having an issue.
Best Regards
PG
Hi Pankaj,
Are you referring to the Entitiy List for Case List, The view is fine it has the open, close and all cases.
My cases are getting creatred from Portal and I can see them i CRM with no problems, the only issue is that I cannot see the list of cases in the portal when i login.
Hi TSP,
Please check the view on the case list page, if it is changed or any additional filter is added.
Best Regards
PG
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