Hi all,
I am having difficulty understanding permissions for related Entities within the Dynamics 365 Portal. We have a Sales portal spun up in a sandbox, and I have hit a bit of a roadblock when working with related Entities.
What I want...
I want Portal users to be able to Read and Update their Account and Contact info, and be able to Read, Update and Add records to the "Products_NPD" entity which will be related to their Account.
What I have so far...
I have three entities: Account (native), Contact (native) and Products_NPD (new custom entity). In Dynamics 365, I created Account and Contact records, and assigned the "Primary Contact" of the Account to be the Contact I created. I have also set a relation between Account and Product_NPD. The Contact I created has been granted access to the Portal.
When the user accesses the portal (after login), they see their Account and Contact information and can Read/Edit. However, I haven't found the right combination of things to be able to add see only related Products_NPD Entity records to the account. I have a separate Products_NPD page on the Portal, but after many attempts, I haven't found a way to a) make the Products_NPD display only records related to the Account and b) make new records added to the Products_NPD entity relate to the Account record by default (currently I have to choose the Account, which is not good for the user).
Attempt 1 - Using a Sub-Grid on the Account form to display Product_NPD...
So far, the only way I have found to get the Accounts to display related Product_NPD records are to have them as a Sub-Grid on the Account form. When I am in Dynamics (not the portal) as myself (Admin), I can see the Products_NPD records listed in the Sub-Grid, and have hyperlinks from each of the Products_NPD records which allows me to edit them. I still haven't found a way to relate Products_NPD by default, and I have to manually select the Account to relate the Products_NPD record to.
Attempt 2 - Directly editing the NPD_Products Entity via Details/Form grids...
In this attempt, I can't find a way to have the NPD_Products display records that are related only to the Account (I see all Products_NPD for all Accounts). I can Read/Edit/Create new Products_NPD Entity records, but I have to manually select the Account entity for new Products_NPD records. I have tried many combinations of this and I haven't found a way to display only related records, and default new NPD_Products records to be associated to the Account which the logged in user is the Primary Contact of.
That's a lot of stuff, but I am hoping someone out there has encountered this challenge and can provide some advice.
Thanks so much.