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Microsoft Dynamics CRM (Archived)

Dynamics Portals - Only return related Billing and Service Accounts

Posted on by 395

Hi All,

I'm new to portals and would have assumed this would be OOTB functionality to only return Billing and Service Accounts that are associated to the respective logged in Contact/Portal User. This does not seem to be this case as the partner portal seems to be returning all accounts in the system and therefor timing out.

I am using the default "Active Accounts" View on the default "Customer Accounts" entity list but the list loads for some time to eventually time out and return an error message.  "We're sorry, but something went wrong. Please try again, and if this persists, contact the website administrator."

I'm not sure if I might be missing something simple but surely in theory the portal cannot be returning all account records to the portal user that is logged in? Is this OOTB functionality or do I need to write some custom code to achieve this?

My requirement is to return all the service accounts that is linked to the billing account. The contact (portal user) will be created again the Billing account which is then linked to Service Accounts.

Thank you the feedback

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  • Verified answer
    CgRuMy Profile Picture
    CgRuMy 395 on at
    RE: Dynamics Portals - Only return related Billing and Service Accounts

    ah so it turns out the OOTB entity permissions for the account entity are contradicting each other. I've deactivated the lot of them (8) but one just to see and I'm finally see some data being returned instead of the error message. I just have to play around with these and see how best to achieve my end result...

  • CgRuMy Profile Picture
    CgRuMy 395 on at
    RE: Dynamics Portals - Only return related Billing and Service Accounts

    Thanks for the feedback Ravi

    I'm trying to use as many of the existing components as possible - so I'm trying to configure the exiting Entity Permissions

    still trying to figure out which one it its...

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics Portals - Only return related Billing and Service Accounts

    Hi,

    The records returned depends upon the web role set up and entity list permissions. If you have an entity permission which can return all the accounts then you will face this issue.

    Please check the below asticle and set up the web role permissions.

    docs.microsoft.com/.../create-web-roles

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

    docs.microsoft.com/.../add-webpage-render-list-records

    Hopefully this will fix your issue

  • CgRuMy Profile Picture
    CgRuMy 395 on at
    RE: Dynamics Portals - Only return related Billing and Service Accounts

    mmmm... I think my issue might be related to the Entity Permissions but there so many for account and contact... not sure which ones to look at

    thanks

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