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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Authenticated User Can...
Microsoft Dynamics CRM (Archived)

Authenticated User Cannot access records in Portal

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Posted on by ashish12 3,079

Hi, 

From few days, i am configuring the portal for Customer self service. 

I want to connect the custom entity called WO to Portal. 

Now, Able to connect the custom entity to portal, But when i am clicking the view details button/link view details popup showing me below error. 

3808.WO.png 

Also, An authorized user of portal not able to access Invoices for associated account in the portal. Portal admin can access the view details but not authored user. 

2248.Invoice.png

Thank You 

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  • Verified answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at

    It sounds like EnityPermission error. Try to set as debugging workaround global entity permissions for Invoice entity and set wel role to "Authorized Users"  - if you will be able to see the pages - go and configure more specific permissions.

    Some articles to familiarize yourself  more with permissions:

    docs.microsoft.com/.../assign-entity-permissions

    nishantrana.me/.../understanding-scope-global-contact-and-account-in-entity-permission-in-portal-dynamics-365

  • Verified answer
    ashish12 Profile Picture
    ashish12 3,079 on at

    Hi Dmytro,

    Didn't added entity permission on Entity list and form.

    Once enable permission check box in entity form and assign entity permission to web role.

    Even web admin cannot open the record from invoice list,

    Have provided Account level and only read access to invoices.

    'You do not have sufficient permission'

    Thank

  • Verified answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at

    If you can open form without entity permission enabled for entity list/form, than you data is OKay.

    If you enable entity permission and everything dissapear - it means you setup them incorrectly.

    As I said you can start from "Global" level entity permission, and than go to lower level step-by step.

    'You do not have sufficient permission' - said that you don't setup entity permission at all, else you should see 'there are no records'.

    Probably you forgot to assign proper web roles to your entity permissions for Invoice entity. (please assign it first to "Authorized users", it will cover admin as well).

    To help you farther  - can you provide screenshots or detailed info about entity permissions for Invoices, and Invoice entity structure regarding Accounts (which is relationship name), is it the same as in entity permission for Account scope for Invoice. Did you checked "Read" privileges, etc.

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