Dynamics Community Forum Thread Details

Hello SM-21021352-0,

You're encountering a series of interconnected issues with your Field Service Portal, specifically related to the Email Connector URL and the portal's home page. Let's break down the problems and provide solutions:

1. Email Connector URL Issue:

Problem:
- You're using an older version of the portal settings for the Email Connector URL.
- When you save, the system automatically changes the URL to a new link that navigates to the Power Automate flow page (new designer).
Explanation:
- Microsoft has been transitioning to the new Power Automate designer and integrating it more closely with Dynamics 365 portals.
- The older method of setting the Email Connector URL is being deprecated, and the system is forcing you to use the new flow-based approach.
Solution:
- Embrace the New Flow-Based Approach: You'll need to adapt to using Power Automate flows for your Email Connector.
- Create or Modify the Flow:
  - Navigate to Power Automate and find the flow associated with your Email Connector.
  - Ensure the flow is correctly configured to receive emails and process them as needed.
  - Verify that the flow's triggers and actions are working as expected
- Update Portal Settings (If Necessary):
  - If there are any remaining portal settings related to the Email Connector, ensure they point to the correct Power Automate resources
- Test Thoroughly:
  - Send test emails to your portal's email address to verify that the flow is working correctly.

2. Home Page Not Loading:

Problem:
- You're getting the error "It seems the page you're looking for doesn't exist, or you don't have permission to view it."
Possible Causes and Solutions:
- Permissions:
  - Check Anonymous Access: Verify that anonymous access is enabled for your Field Service Portal.
  - Check Page Permissions: Ensure that the "Home" page has the correct permissions for the roles that should be able to access it.
- Page Configuration:
  - Page Template: Make sure the "Home" page is using a valid page template.
  - Page Publishing State: Verify that the "Home" page is in a "Published" state.
  - Web Page Record: Check the Web Page record in Dynamics 365 to ensure it's correctly configured (e.g., correct partial URL, associated website)
- Website Bindings:
  - If you have custom domain bindings, ensure they are correctly configured
- Customizations:
  - If you have recent portal customizations (e.g., web templates, JavaScript), they might be causing conflicts.
  - Temporarily disable customizations to see if the home page loads
- Caching:
  - Clear the portal's cache.
  - Clear your browser's cache and cookies
- Portal Restart:
  - Try restarting the portal from the Power Platform admin center
- Dataverse Issues:
  - In rare cases, Dataverse issues can affect portal functionality. Check the Dataverse service health.

Troubleshooting Steps:

Address the Email Connector Issue First: Ensure your Email Connector is working correctly using the new flow-based approach.
Check Portal Permissions: Verify anonymous access and page permissions.
Inspect the Home Page Record: Review the Web Page record for the "Home" page.
Clear Caches: Clear both the portal and browser caches.
Disable Customizations: Temporarily disable customizations to isolate the problem.
Restart the Portal: Try restarting the portal.
Check Dataverse Health: Verify Dataverse service health.

Key Recommendations:

Adapt to Power Automate: Embrace the new flow-based approach for your Email Connector.
Thorough Testing: Test all changes thoroughly in a non-production environment before deploying them to production.
Review Documentation: Refer to the official Microsoft documentation for the latest information on Field Service Portal configuration and Power Automate integration.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak