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Working on Portals

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Posted on by AndreyZorin

Hello. Maybe you know, I created a Portal on my Environment in MD 365. I want to turn it in "Support Service" Portal. So I need to edit these points in Portal:

Only my Contacts in MD 365 have a opportunity log in to a system (not random users)
These customers can submit tickets, view feedback from me and see a story of our communications
Integrate this system with MD 365 Customer Service and its functions

Can you help me with this? How to do it? Where can I start from?

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Portals

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Inogic 24,027 on at

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RE: Working on Portals

Hi Andrey,

You can use contacts as the login users to allow access to the configured portal and create the Web Page Access Control Rule for Authenticated Users for pages that should be visible to log in users only.

A similar scenario you mentioned is already covered in the Customer Self-Service Portal Template in Dynamics 365, you can refer to the below link for the same:

https://docs.microsoft.com/en-us/learn/modules/explore-portals/3-customer

For other portal templates, check the below link:

https://docs.microsoft.com/en-us/learn/modules/explore-portals/

Hope this helps!
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Mahendar Pal 45,041 on at

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RE: Working on Portals

Hi,

You can configure/customize these requirements easily in your portal like only displaying content of your portal to authenticated users (you can redirect user to login page soon as they will landed on the homepage)

I will suggest you to start from here

docs.microsoft.com/.../customer-portal-user-admin

docs.microsoft.com/.../customer-portal-customize