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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Working on Portals
Customer experience | Sales, Customer Insights,...
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Working on Portals

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Posted on by AndreyZorin 50

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?

I have the same question (0)
  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    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

  • Suggested answer
    Inogic Profile Picture
    Inogic 766 on at
    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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