Power Portal customization with our own requirement

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Posted on by EmployeeOcta

Hello All,

I have a predefined power portal scope of work, below are some of the points.

Landing Form for login with option of registration.
Cases Tracking Form
New Case Registration Form
Related Account with this (contact/customer) Form

I need all the end customer to register themselves first and then only raise or submit the case.

likewise only register customer should be able to see the existing cases which they have registered.

Only registered customer(primary contact) should be able to see the existing accounts she/he connected with.

I need to develop forms based on my requirement . should i consider entity forms or is there any other mode of implementation possible for above scope.

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EmployeeOcta on at

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RE: Power Portal customization with our own requirement

I am not sure how to utilize web forms into the entity form?

there is no such option which is present there.

web forms are getting available for Entity List.

Also i am setting authentication to yes to web forms and adding that to page , but when i am redirecting the this page url it gets directly open without redirecting to login page.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Power Portal customization with our own requirement

Hi,

Entity Form and Entity List is best option for your requirement.

See below article to find out the points you may need while implementation.

www.theportalcompany.com/.../

www.engineeredcode.com/.../dynamics-365-portal-how-does-the-entity-form-or-entity-list-get-on-the-page

Please mark my answer verified if i were helpful