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Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

Fri, 04/28/2023 - 11:35 By Fabien Leal
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Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

PowerApps portal helps you exposing CRM data to your customer through a web application.  It works pretty well when the data are persisted in CRM, then we can use all the power of the dataverse platform to propose forms, views and processes to the end customer.

The CRM Portal Management application proposes a full set of tools to manage the customer access: Table permission, Web Roles, Content access level, Web Page Access etc... but there are some limitations to it.