How to use Service Account and Billing Account Concept in Portal

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Posted on by Karuna Karan

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The requirement is we have a portal User who belongs to a particular Account (Billing Account) in Dynamics. This Billing Account has many Service Accounts under them. The portal User will login to Dynamics Portal and create a Case for a Service Account. E.g 1 Billing Account will have 8 Service Account under them, so portal User can chose any of the Service Accounts when creating a Case. The Case is created on behalf of the Service Accounts by a centralized User.

The issue is the Portal doesn't allow the User to select/search any Service Account, it just displays the Billing Account only, which I can understand as a default functionality, the portal basically gets the logged in User's Account. However I created a custom Field in the Web-Case Form Service Account, so the User can search for the Service Account. But even in that field it show only the Billing Account.

How do I remove this filter in the portal, any help would be greatly appreciated.

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Karuna Karan 1,210 on at

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RE: How to use Service Account and Billing Account Concept in Portal

Thanks for you suggestion, the requirement was to remove the filter that portal applies over a custom Account field "Service Account". I was able to resolve this by removing some check box in the portal settings in d365.
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Cuneyt Senturk 95 on at

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RE: How to use Service Account and Billing Account Concept in Portal

Hi,

Create a 1: n lookup on Contact that 1 contact have N Responsible accounts. Then on the portal create case form create a custom Account lookup and filter depending on to Contact(Accounts responsibles). Then you will be able to set more then 1 account.