Hi,
The following sounds like something obvious, but the fact is that I was not able to accomplish it by any means. If someone has any suggestions or guidelines or even has implemented something similar in the past, any and all feedback is welcome.
What's configured so far:
There is an Entity A that has several fields, being one of these fields called CATEGORY. The field CATEGORY on Entity A will contain one (and only one) value from a preset option set (OPTION SET A).
To the existing Dynamics Account Entity was added a multi-select field (called AVAILABLE CATEGORIES) that allows each account to be associated with one or more items from OPTION SET A.
Needed feature:
A User logs into a Partner Portal. (We can assume all is properly configured in terms of account, portal user, permissions, etc.)
On the Partner Portal there should be a page where all records from Entity A that have the field CATEGORY filled with one of the values selected on the current user account AVAILABLE CATEGORIES field shall be visible.
The view shall be configurable on the CRM view setup (something like an Entity List View).
Any ideas? Suggestions?
Thank you in advance
Best regards
Rui
