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Customer experience | Sales, Customer Insights,...
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Portal for CRM

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Posted on by 160

hello.

i have an entity list for our active contacts that want to display on our portal. but when i browse our portal under the entity list, shows "there are no records". anyone can help me what is the reason?

regards

7142.portal.png

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Portal for CRM

    It could be a few things:

    1. Are there any filters on the view you are using?  Check in the model driven app to verify you see data.

    2. Do you have any entity permissions setup on your admin account?  If you have this set it can be filtering it for you.

  • Nafas Profile Picture
    160 on at
    RE: Portal for CRM

    how can i check both them you say?

  • Nafas Profile Picture
    160 on at
    RE: Portal for CRM

    i check it. there is no filter on view. but about the second case that you say i don't know where can i check entity permission setup.

    regards

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Portal for CRM

    In your portal management app go here.

    pastedimage1612623110708v1.png

    Make a record like this and the tie it to your admin role (or whatever role you have to your contact).  Change it to your entity, this is just the first one I had in my org.  You can test the theory by having it global and YES to all the options, then update if it works.

    pastedimage1612623144088v2.png

  • Ana Pereira Profile Picture
    on at
    RE: Portal for CRM

    Hello:)

    Most likely is related to entity permission permission or and he web roles

    check the documentation too

    docs.microsoft.com/.../entity-lists

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