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

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 - Custome...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Dynamics 365 - Customer Service Portal - Multiple Accounts

(0) ShareShare
ReportReport
Posted on by Chrisby

We have a contact in CRM, authenticated with a Web Role. The contact can login to the PowerApp Portal / Customer Service Portal and see the information associated with the contacts related Customer Account. (Other company contacts, orders, opportunities etc) 

What we would like to do is enable the contacts the ability to switch / select the customer / company acount they login to the Portal with. If a contact is related to multiple accounts can they then choose which Account they login to and therefore see only the data associated to the account they have selected and logged into with. 

Contact 1 

Account 1 - Opportunities, Contacts, Orders 

Account 2 - Opportunities, Contacts, Orders 

Can Contact 1 - choose which account they wish to login to and see only the data related to this account? 

We have not been able to find information to help make this happen, any links or help is appreciated.

Chris

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Chrisby,

    To apply security in portals to individual records, use table permissions.

    Portals Studio shows four different Access types. Depending on the access type you choose, the selected table permission and privileges apply to the users from the selected roles for the following records.

    1. Global access - Applies the selected table permission and privileges to the users from the selected roles for all records.
    2. Contact access - Applies the selected table permission and privileges to the users from the selected role associated to the signed-in user.
    3. Account access - Applies the selected table permission and privileges to the users from the selected role associated to the signed-in user's account.
    4. Self access - Applies the selected table permission and privileges to the users from the selected role for only their own Contact record.

    For more details, you can refer following link:

    Set up security in portals with table permissions - Power Apps | Microsoft Docs

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,514 on at

    Hello,

    pls refer this article,

     https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/260198/multiple-accounts-for-a-contact/731081 

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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 Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 51 Super User 2026 Season 1

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#3
Nagaraju_Matta Profile Picture

Nagaraju_Matta 50

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans