Filter a Dynamics 365 Portal Entity List

When deploying a Dynamics 365 Portal, there are many use cases where you only want to show data related to the authenticated portal user.  Items such as registrations, invoices and other private data should only be accessible by the appropriate user. One method of showing data on the Portal is by using Entity Lists.  One… Continue reading Filter a Dynamics 365 Portal Entity List

Limiting Users to specific Dynamics 365 Organizations

Whenever a new user is created in Office 365 and assigned a Dynamics 365 CE license, by default they are added as a user to *every* Dyn365 instance in the tenant. The particular user will still need to be assigned a security role in each instance before they will be able to access the system.… Continue reading Limiting Users to specific Dynamics 365 Organizations