News and Announcements icon

Dynamics 365 CommunityForums Customer Service forum link to case only work...

Customer Service forum

link to case only works if contact is signed into portal

(0) Share

Report

Report

Posted on by smcconnell

335

Hi All,

I'm using the Customer Portal.

i have created a Microsoft Flow that sends an email to a Portal Contact when a Portal Contact is created. the Flow is concatenating the Portal URL with the GUID of the case so the Contact doesn't have to manually search the cases.

this all works fine if the Portal Contact happens to be already logged into the Portal. if they are not logged in, the Portal generates an error advising the Case cannot be found, rather than directing the Contact to the Sign In Page.

does anyone know if this is a limitation of the Portal, or if there is a Portal Setting that can resolve this?

thanks all.

Categories:

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Community Member Microsoft Employee on at

Like (0)

Report

RE: link to case only works if contact is signed into portal

Hi,

You can use Web page access permission to manage this case. Create a new record as shown below:

Change the Web Page to the page that shows the case details. Make sure that you add "Published" to the Publishing states and add Admins and Authenticated users to the Web role grid. This way, if the portal user is not signed in, then they will see the login page first and not the error message you mentioned.

Thanks

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans