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Filter a Dynamics 365 Portal Entity List

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Posted on by Saad@1122

Hi I am configuring customer service portal and I want that contact can see all the cases related to contact's company. e.g contact is A and the Account associated with A is X. So I want that when A logged in to web portal then A must be able to see all the cases against X.

In filter condition, I am using these condition but they only help A to see records associated with A.

Portal User Attribure ====> Customer (customerid)

Account Attribute ====> Customer (customerid)

Kindly please help me in resolving this issue.

Thanks.

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Portals