How to handle public permissions in MS Dynamics?

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Posted on by restassured

I know to access an MS Dynamics instance, each user must be assigned to a business unit and have a security role. I want to publicly display all or some selected knowledge articles on my site. But, since the viewers of these articles will not be logged in (as they are public), how can I handle the public access level permissions so that the users who are not logged in can see the records meant for public viewing?

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Guido Preite 54,084 Moderator on at

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RE: How to handle public permissions in MS Dynamics?

to display records from a Dynamics instance to a public site you usually have two options:

1) Power Apps Portals

2) create a public website interacting with Dynamics using API in order to display the information

hope it helps

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restassured 60 on at

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RE: How to handle public permissions in MS Dynamics?

Can you please tell me how can I handle the public permissions? Like is there any API through which I can check if an article is to be displayed or not? I was fetching the information about a particular knowledge article, it returned a field called "isinternal". Can I control the visibility of the knowledge article based on the value of this field?

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Guido Preite 54,084 Moderator on at

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RE: How to handle public permissions in MS Dynamics?

there isn't a concept of public permissions. In order to access Dynamics data you need to have an authenticated user with security roles or a service account with security roles. So if you need to expose the Dynamics data to anonymous users you will need a Power Apps Portals or create a site to display the information fetched from API (using a service account usually)

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