User Review
( votes)Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This blog looks at how to filter entity list data based on logged-in user.
You need to regulate the information that is shared to certain Microsoft Power Apps portal users. Luckily, there is quick and easy setting you can use to filter what entity lists are viewable to specific users.
- Within your Portal Management app in Dynamics 365 CE, you will navigate to the entity list that you want to filter.
- Within the General tab, scroll to the section, “Filter Conditions”.
- For the Portal User Attribute, select the Contact lookup record reference that will filter data based on the user. In this example, we have a field named “Requested For” that will allow the records to filter based on the logged in user.
- Make sure you save the record and refresh your portal to review the update that has been made.
By Rachel Lowenstein, Dynamics 365 Technical Consultant
Working with New Dynamic
New Dynamic is a Microsoft Solutions Partner focused on the Dynamics 365 Customer Engagement and Power Platforms. Our team of dedicated professionals strives to provide first-class experiences incorporating integrity, teamwork, and a relentless commitment to our client’s success.
Contact Us today to transform your sales productivity and customer buying experiences.
The post How To Filter Entity List Data Based on Logged-In User with Microsoft Power Apps Portal Pages appeared first on CRM Software Blog | Dynamics 365.