Dynamics 365 - Customer Self Service Portal

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I've configured the Customer Self Service Portal but when i'm trying to create a case and select the Customer i'm not able to view the list of accounts and contacts.

Can anyone please help me out in finding the solution to this.

Thanks!

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Andreas Cieslik 9,267 on at

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You need to setup the entity permissions and assign it to the appropriate web role in the portals configurations as explained here:

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

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Community Member on at

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Hi Andreas,

I've created and given the Account permission roles to a web role but still m not able to see the list of accounts and contacts in the web case form.

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Andreas Cieslik 9,267 on at

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You are lacking it for the case to accounts or contacts relationships.

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Community Member on at

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Hi,

I've created the case incident account relationship:-

n associated it to the web role:-

Still not able to see any accounts records in account lookup in web case form.

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Justinjose 2,707 on at

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Hi Omhden Yonzon,

Do you want to view all Account and contacts?

Then create Entity permission for Contact and Account, and set Global scope.

Thanks

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Community Member on at

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Thanks Justin this was exactly what i was looking for.

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CRMJetty 3,512 on at

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Hello Omhden,

Pls refer this article for create a case,

https://www.crmjetty.com/blog/dynamics-365-self-service-portal-manage-operations-better/

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