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Microsoft Dynamics CRM (Archived)

Portal Entity Permissions do not allow update

Posted on by 15

I started with the customer service portal and have made some changes (i.e., removed forums, added work orders).

The portal use case is to expose some partner assigned cases and work orders related to a partner (i.e., msa_incident_account).

I have setup entity permissions to allow the portal user to update (read/write/append/append to) both cases and work orders.  No create or delete access allowed.

The portal user is seeing the appropriate cases/work orders (only the ones their partner account is related to).

When the entity form (i.e., Case) is configured to use entity permissions,  the user gets a permission denied when they update a field on the case (a text field).  However, if I un-check the entity permissions on the entity form (edit case), they are able to update the case.  Clearing the cache does not seem to make a difference. Just checking, or un-checking the box in the entity form is enough to change behavior. Seems like the entity permission is clearly the issue, and I've missed something, but have no idea what.

Any ideas? 

I have four entity permissions on the case all with read/write/append/append to access.  One for the contact, the contacts of the account, the partner contacts, the contacts of the partner account.  

This is on a trial org, version 1710 (9.1.0.35)

Portals Base solution version 8.4.0.12, Customer Portal version 9.0.6.1

Portal version is 

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