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

Dynamics 365 Online customer Service Portal not showing case lists on support page

(0) Share

Report

Posted on by TSP

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

I have the same question (0)

All responses (6)

Answers (0)

Pankaj Gogoi 3,177 on at

Like (0)

Report
Copy link

Link copied!

Hi TSP,

Please check the view on the case list page, if it is changed or any additional filter is added.

Best Regards

PG

Was this reply helpful? Yes No
TSP 10 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Pankaj Gogoi 3,177 on at

Like (0)

Report
Copy link

Link copied!

Hi TSP,

Please see if this links helps.

powerobjects.com/.../

community.dynamics.com/.../609758

Let us know if you are still having an issue.

Best Regards

PG

Was this reply helpful? Yes No
Suggested answer

SS-01100907-0 Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

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/

Was this reply helpful? Yes No
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report
Copy link

Link copied!

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.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi,

Create an entity permission as shown below. Also assign the web role to this entity permission.

Was this reply helpful? Yes No