web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer Service forum / Portal : Different Nav...
Customer Service forum

Portal : Different Navigation for Different Role

(0) ShareShare
ReportReport
Posted on by xcode17 462

Hi All,

I know in Portal web role, there is only 3 type of role, which is Anonymous, Authenticated, and Administrator.

I cannot use those role, since the requirement, is I want to have the role is Supplier, Consultant and Customer. (all data will be threat as Contact).

Each of role will have different navigation for example:

Supplier => Custom Entity and Article

Customer => Case Management and Article

Consultant => Case, Custom and Article

how I can manage this in Portal? please advise.

Categories:
Portals
I have the same question (0)
  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Hi Denis

    Basically your consultant's web role would be = Supplier + Customer's web role

    You can achieve this via web page access permissions.

    docs.microsoft.com/.../webpage-access-control

  • Inogic Profile Picture
    Inogic 733 on at

    Looking at your question, we understand that you want to display navigations in MS Portal on the basis of Web Roles of the CRM contact.

    Please refer below article link, this has detailed steps to display navigations on the basis of web roles.

    https://www.inogic.com/blog/2017/05/hide-external-links-in-microsoft-dynamics-crm365-portal/

    Hope this helps!

    Sam

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    Hi,
    Have you tried setting up navigation for 3 different roles using page access control rule? Here is the link which describes the details. https://community.dynamics.com/crm/b/nishantranaweblog/posts/hide-a-primary-navigation-link-using-web-page-access-control-rule-in-portals-in-dynamics-365   
    Still, you have any issue please reply, we have in fact similar requirement implemented already.
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    You can create your own custom web role and assign relevant Entity permissions for that web role. You can also configure Web Page Access Control to display navigation based on user web role.

    Refer this blog which has all the core concepts-

    https://blogs.technet.microsoft.com/lystavlen/2017/01/18/using-portal-capabilities-in-dynamics-365-crm/

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans