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How to Configure Field Level Access Control With Studio Builder for External Users

Configure field level access for portal users with a step-by-step guide for the default Dynamics PowerApps portal option and for a third party solution.

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How to Configure Field Level Access Control With Studio Builder for External Users

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  1. How to ConfigureField Level Access Control With Studio Builderfor ExternalUsers Not everything in a CRM is a part of a portal. The portal users need not get access to all of it. For this, you need to establish fieldlevelaccesscontroltomanagethenuancesof thisaccess. Let’s talk a look at how to do that with the Dynamics CRM Power Appsportal: Dynamics CRM Power Apps portal does not provide an option for field level access control. It has tobe managed by creating a new entity form and adding thefields that you sales@crmjetty.com

  2. wantinCRM.Thentherelationshipbetweenportalsideand CRMsideentityformshastobemanagedviamapping. Note: When you use any CRM entity form in the web page, all fields & sub grids which are included in the CRM entity formwillbedisplayedontheportalside. StepstocreateWebPage&addformintowebpage: Step 1: Go to PowerApps -> Click onApps. Step 2: Select more commands (…) for the portal and click on Edit. It will open the Power Apps Portal Studio to edit thecontentandcomponentsoftheportal. Step3:ClickonNewPage->Blanklayout. sales@crmjetty.com

  3. Step4:SelectComponentsfromthetoolbeltontheleftside of the screen, double click on Form to add form on theweb page. Step 5: From the form component, fill up FormName, select Entity, select Form Layout. Form Layout is the same as Dynamics CRM EntityForms. sales@crmjetty.com

  4. You can customize forms in Dynamics CRM & it will reflect on the portalside. • Dynamics CRM Customer PortalField Level Access Control: • An easier way to enable field level access on the user side would be via a quick drag and drop function. Thiseliminates confusion, and there is a clarity about the layout. It can also bereusedsincethereisonlythetaskof • dragging awayfields. • Set Portal Layoutsteps: • Customer portal provides the feature to manage Dynamics CRM module’s accessibility & field accessibilityfortheirWordPressportalusers.Youcan decidewhichmodule’saccessshouldbeprovidedto sales@crmjetty.com

  5. whichcustomerbycreatingaroleandassigning modulesorfieldstothatrole. • To let your customers avail Dynamics CRM modules from your WordPress portal, it is mandatory to set Portal Layouts for each accessible module. Customer Portalplug-inprovidesfacilitytosetPortalLayoutsfor Dynamics CRMmodules. • Step 1: To create a role in CRM, Click on Sales ->CRMJetty • tile. For Unified Interface from bottom left click on Sales-> CRMJetty sales@crmjetty.com

  6. Step 2: To set Portal layouts, click on the PortalLayouts option.ThiswillopenupthePortalLayoutSettingpage. Step 3: Select a role from the Select Roles dropdown menu andselectyourdesiredModuleforlayoutsetting. Step 4: Set layouts for Edit view, Detail view, and List view. Drag and drop fields from the left column to the right.After populating the layout, click on the Save button to save the layout. Step 5: You can also set a Detail view layout for the reference module. A check box will appear on selecting a module that has a reference module associated withit. sales@crmjetty.com

  7. ChecktheboxtosetDetailviewlayoutforreference modules. And just like that, you can manage the whole flow in three simple steps. Depending on the complexity you prefer, you canoptforthedefaultoption,orthethirdpartyportal. Source: https://www.crmjetty.com/blog/configure-field-level-acces s-control-with-studio-builder-external-users/ sales@crmjetty.com

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