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Microsoft Dynamics 365 | Integration, Dataverse...
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Where can I find the resources for this?

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Posted on by 2

I have been tasked with ramping up a portal for cities in my state to be able to upload files to a Dynamics portal.

We have received the portal, and dynamic licenses and basically from there been left on our own to figure it out.

I am at a point where I have the portal spun up and I am trying to have permissions set up so that an employee from a city can only see/edit/upload for that city.

I am overwhelmed with how to set this up..  I have tried and errored at many steps.  I'm sure I am missing some crucial steps... so any advice would be helpful.

Here is what I currently have

  1. I have locked the portal webpage to require a login. So once a user is logged in, they would then see the homepage, with the information related to their municipality
  2. The view on this homepage is table Submit File (dmf_submitfile)
    1. This Table is protected.
    2. I added some data to this table.
  3. I should only be able to see my records, but I am seeing:
  4. Andd when I try to create a record it throws an error:
  5. I have created a Web Role:  Municipal Users with the following Associated Accounts.
  6. I have created a Active Table Permission called Municipality Permissions

 

  • GAry_M Profile Picture
    GAry_M 5 on at
    RE: Where can I find the resources for this?

    Dan RI - I can help, but we need to talk.  My email is gmaio@dvginteractive.com.

    Gary

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