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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Power pages
Customer experience | Sales, Customer Insights,...
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Power pages

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Posted on by CU05011558-0 12
Hello, I want to impement a security role in my power pages portal. Such that i can only view my records and not other people records when login in. Also able to reset my password by sending a code to my email which i have provided in dynamics 354 crm table.
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Microsoft Dynamics CRM
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  • ArchitectMadhan Profile Picture
    ArchitectMadhan 458 on at

    To achieve these goals in your Power Pages portal, you'll need to configure table permissions and set up a password reset functionality. Here's a step-by-step guide:

    Viewing Only Your Records

    1. Create Table Permissions:

      • Go to the Portal Management app.
      • Navigate to Security > Table Permissions.
      • Click on New to create a new table permission.
      • Set the Name and select the Table you want to secure.
      • Choose the Access Type as Self. This ensures that users can only see their own records
        1
        .

    2. Associate Table Permissions with Web Roles:

      • Still in the Portal Management app, go to Security > Web Roles.
      • Select the web role you want to associate with the table permission.
      • Under the Table Permissions section, add the table permission you created.

    Password Reset Functionality

    1. Enable Password Reset:

      • In the Portal Management app, navigate to Site Settings.
      • Ensure the following settings are enabled:
        • Authentication/Registration/ResetPasswordEnabled
        • Authentication/Registration/ResetPasswordRequiresConfirmedEmail

    2. Configure Password Reset Process:

      • When a user clicks on "Forgot your password?" on the portal login page, they will be prompted to enter their email address.
      • The system will send a password reset email with a link to reset their password.

    3. Using Power Automate for Customization:

      • You can use Power Automate to customize the password reset process further. For example, you can create a flow that sends a password reset email when a user requests it.
    By following these steps, you can ensure that users only see their own records and have the ability to reset their passwords via email.
     
    If you find this solution useful, please like it and accept it as answer.

    -ArchitectMadhan
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at
    Hello CU05011558-0,
     

    You're looking to implement a security role in your Power Pages portal that restricts users to viewing only their own records and allows them to reset their passwords via email verification. This is a common requirement for secure and personalized portal experiences.

    Here's how to achieve this:

    1. Restricting Record Access (Self-Access):

    • Table Permissions:

      • Navigate to your Power Pages portal in the Power Pages design studio.
      • Go to Setup > Table permissions.
      • Select the table you want to restrict access to (e.g., "Cases," "Contacts").
      • Click New permission.
      • Name: Give the permission a descriptive name (e.g., "Self-Access Cases").
      • Table Access Type: set to "Global access"
      • Privileges: Select the necessary privileges (e.g., "Read").
      • Roles: Select the web role you want to apply this permission to.

      • Relationships: this is the most important part.

        • set relationship to the relationship between the table you are setting the permissions on, and the contact table.
        • Set the "Related records permission" to "Self". 

      • Save.
      • Repeat this process for all tables you want to restrict to self-access. 

    • Web Roles:

      • Ensure that your portal users are assigned the appropriate web role.
      • Go to Security > Web roles.
      • Create a new web role or edit an existing one.
      • Add the table permissions you created to this web role.
      • Assign the web role to the contact record in dynamics 365, that is associated to the portal user. 

      •  

    2. Password Reset via Email Verification:

    • Out-of-the-Box Functionality:

      • Power Pages provides built-in functionality for password reset via email.
      • Users can click the "Forgot password?" link on the portal sign-in page.
      • They will be prompted to enter their email address.
      • A verification code will be sent to their email.
      • They can then use the code to reset their password. 

    • Email Configuration:

      • Ensure that email sending is configured correctly for your Power Pages portal.
      • This typically involves configuring SMTP settings. 

    • Dynamics 365 Contact Email:

      • The email address used for password reset is the one stored in the "Email" field of the Contact record in Dynamics 365.
      • Make sure that the email addresses in your Contact records are accurate.

      •  

    Important Considerations:

    • Testing: Thoroughly test your security role and password reset functionality to ensure they work as expected.
    • User Experience: Provide clear instructions to your portal users on how to reset their passwords.

    • Security Best Practices:

      • Use strong passwords.
      • Enable multi-factor authentication (MFA) if possible.
      • Regularly review and update your security settings. 

    • Caching: When making changes to table permissions, it is often required to clear the server side cache. This can be done by appending /_services/about to your portal url, and then selecting "clear cache".

      •  

    Troubleshooting:

    • Permissions Issues: If users are still seeing other people's records, double-check your table permissions and web role assignments.
    • Password Reset Issues: If users are not receiving password reset emails, check your email configuration and the email addresses in your Contact records.
    • Browser Cache: Sometimes, browser cache can cause display issues. Clear your browser's cache and cookies.

    By following these steps, you can implement a secure and user-friendly portal experience that restricts record access and allows password reset via email verification.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak

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