PowerApps Portals: How to Hide or Show Content based on Logged in User

For those just starting out configuring PowerApps Portals, the question will eventually come up as to how to show or hide content based on the logged in user. For example, if you are showing a page with registration to a private event or showing user specific data like support cases or invoices.  You will want… Continue reading PowerApps Portals: How to Hide or Show Content based on Logged in User

Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

A common question I get about using Dynamics 365 Portals (aka Dynamics 365 Customer Service PowerApps Portal) is the ability to create cases on behalf of other customers or accounts. A typical use case would be if a partner needs to open a support incident on behalf of their customer on the portal. Consider if… Continue reading Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

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