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Customer experience | Sales, Customer Insights,...
Suggested Answer

Assign web roles from Portal to other Portal user

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Hey Developers;

I want to assign other users of the portal with different web roles by the Admin user of the portal in the dynamics portal, I have achieved this by using Workflow in the Entity form for single web role, the issue with workflow is, for every web role assign to the user I have to create a custom workflow button in the portal in entity form for the user. Is any way to give the Admin user that he/she can select multiple web roles to assign to the user and this can be achieved from the portal itself. 

As in bellow screen shorts, it might be clear.

"Assign web role" is a custom on-demand workflow 

pastedimage1591094101800v1.png

Workflow

pastedimage1591094101801v2.png

I want to show all web roles to the portal so that the Admin user can Assign multiple web roles / any web role from that list.

Please help somebody.

I have the same question (0)
  • Suggested answer
    oliver.rodrigues Profile Picture
    4,052 on at

    Hi, currently there is no feature to perform actions in bulk, you would have to go to a lot of customization to achieve that

    perhaps would be easier if you have an Entity List with the workflows there, the UX would be slightly better than having on the form

    anytime soon now Microsoft will make available the CRUD API, but that won't have call Workflows/Actions at a first stage, this will open doors for a lot of requirements we have

    ------------

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

    We highly recommend users to migrate to PowerUsers community for new Portal questions:

    powerusers.microsoft.com/.../PowerAppsPortals

  • Community Member Profile Picture
    on at

    Thank you @Oliver Rodrigues for sharing me this. :)

  • Community Member Profile Picture
    on at

    Hey Oliver Rodrigues can you suggest me what kind of customisation needed if i want to achieve this as you said a lot of customisation needed that's why I ask for.

  • Suggested answer
    oliver.rodrigues Profile Picture
    4,052 on at

    You will need to develop a solution to trigger D365 actions/workflow

    you can achieve this through a few different solutions:

    www.thrives.be/.../

    or

    colinvermander.com/.../

  • Community Member Profile Picture
    on at

    Thank you Oliver Rodrigues :)

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