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Microsoft Dynamics 365 | Integration, Dataverse...
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Show portal case record related by entitlements

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Posted on by 5

Hello,
Please tell me how you can display cases for clients, only those in which a contract is selected that is associated with the client?

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show portal case record related by entitlements

    Hi Zolnykov,

    You could enable Related Records Filtering setting with the entitlement field on the form.

    Steps:

    1. Navigate to the case entity and open the corresponding form.

    pastedimage1641884229107v1.png

    2.Double click the Entitlement field on the form and enable Related Records Filtering.

    pastedimage1641885705892v4.png

    By the way, it would be better to check the Disable most recently used items for this field.

    pastedimage1641885921769v7.png

    Test:

    1. Add contact to the entitlement.

    pastedimage1641885768185v5.png

    2. Select the contact and then select the entitlement:

    pastedimage1641885814229v6.png

    Reference:

    Special field properties in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

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