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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics 365 Portal login

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Posted on by 1,077

Hello Community Experts

When i log in to portal, it should display me an ACCOUNT button on nav bar

How do i achieve that?

Kindly advise

Best Regards,

Sumaira Noor

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,077 on at
    RE: Dynamics 365 Portal login

    Thanks a lot Linn and Clofly

    Clofly, your content was very helpful

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Dynamics 365 Portal login

    Hi Sumaira,

    If you want to display the button when you log in to portal, you can set the Web Page access control rule that this button is visible only to authenticated users, not to anonymous users.

    Here are steps.

    1. create a new rule.

    Go to Portals > a Web Page Access Control Rules and click new button.

    4331.png

    2. select Website and Web Page that you want.

    3.select Web Roles tab and click Add Existing Role button.

    Add web roles that named Authenticated Users.

    72575.png

    4.Test.

    Before:

    16881.png

    After:

    5037.png

    Regards,

    Clofly

  • Linn Zaw Win Profile Picture
    Linn Zaw Win 3,407 on at
    RE: Dynamics 365 Portal login

    Check out the following blog post about Modifying the Header in the Navigation Bar

    https://www.catapulterp.com/dynamics-365-portals-modifying-header-navigation/

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