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Need to show Work Orders on the portal

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Posted on by aindike

144

Hi

I need to show Work Orders on the portal for the ‘account’ that logged-in is connected to. Please help me to do this. Because I am new to Portal.

Thanks

Categories:

Scheduling (URS)

Presales and Invoicing

Connected Field Service

Web and mobile experience

Inventory and Purchasing

Analysis and Integration

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Al Iggs on at

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To get a general understanding, my suggestion would be to setup a sandbox or trial with Field Service, Portals and the FS Add-On for the portal. Have a look at the documentation: docs.microsoft.com/.../integrate-field-service I know that later you will use the customer portal, however the FS Add-on is only available on the partner portal. Since both use the same technology, you can re-use everything.

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Kalpavruksh D365 CoE 2,545 on at

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Hi,

Security in Portal is setup with Webrole and Entity Permission, to have access on Accounts child records, create web role with entity permission scope to Account level.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/assign-entity-permissions

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