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Hiding options in Dynamics Portals navigation for Anonymous users

  • 1.  Hiding options in Dynamics Portals navigation for Anonymous users

    SILVER CONTRIBUTOR
    Posted May 02, 2019 02:09 PM
    ​I'm trying to hide an option from Anonymous Users from the primary navigation bar on out Dynamics Portal. The navigation bar currently looks like the screenshot below, and I only want authenticated users to be able to see My Cases


    My understanding is I have to create a Restrict Read rule  to that page(connected to the My Case link), and assign the Authenticated User web role, which I have done below. The problem is the link is still there on the navigation bar even after creating the rule. Is there something else I need to do to make this work?

    jl3e56F5Qwekd0p1p0l9_Web Page Access Control Rule.png


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    Edrei Mpanduki
    CRM Technical Analyst
    Scottsdale AZ
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  • 2.  RE: Hiding options in Dynamics Portals navigation for Anonymous users

    SILVER CONTRIBUTOR
    Posted May 05, 2019 10:47 AM
    Hi Edrei,

    It definitely sounds like you're on the right track.  Perhaps it is a caching issue.  Have you tried clearing the cache?

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/clear-server-side-cache

    (Although since it's been a couple days since you've posted, the cache should be invalidated by now anyways.)

    If it still doesn't work, let me know.

    ------------------------------
    Nicholas Hayduk
    Engineered Code Consulting Inc.
    Regina SK
    ------------------------------



  • 3.  RE: Hiding options in Dynamics Portals navigation for Anonymous users

    SILVER CONTRIBUTOR
    Posted May 06, 2019 01:57 PM
    @Nicholas Hayduk, it looks  like the cache invalidated and now the change is visible, thank you for the tip about  how to manually clear cache.

    If you don't mind , I have another question about turning on Ratings on the Knowledge articles, I tried to follow instructions on this page but it I can't get it to appear, there's a line in the instructions that says "For webpages that have page ratings enabled and the developer has applied the control to the template...", I could not find instruction on how to apply the control for the template which seems to me what I'm missing. Do you know how I can accomplish this?

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    Edrei Mpanduki
    CRM Technical Analyst
    Scottsdale AZ
    ------------------------------



  • 4.  RE: Hiding options in Dynamics Portals navigation for Anonymous users

    SILVER CONTRIBUTOR
    Posted May 07, 2019 09:09 PM
    Hi Edrei,

    The out-of-the-box page template used for knowledge base articles already contains the rating control.  To get ratings to appear, ensure that the Enable Rating field is set to Yes on the "Knowledge Base - Article Details" page - make sure you set it on the language-specific version of the page.  The easiest way to do this is to go to a knowledge article on the Portal and use the front-side editing to enable ratings, on the "Options" tab when editing a page.

    Let me know if you are still running into issues.

    ------------------------------
    Nicholas Hayduk
    Engineered Code Consulting Inc.
    Regina SK
    ------------------------------



  • 5.  RE: Hiding options in Dynamics Portals navigation for Anonymous users

    SILVER CONTRIBUTOR
    Posted May 08, 2019 12:06 PM
    Nicholas,
    Thanks for you help on this, the issue was I didn't have it turned on  the language specific page. It's working now

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    Edrei Mpanduki
    CRM Technical Analyst
    Scottsdale AZ
    ------------------------------



  • 6.  RE: Hiding options in Dynamics Portals navigation for Anonymous users

    SILVER CONTRIBUTOR
    Posted May 08, 2019 12:21 PM
    Hi Edrei,

    Glad to help!  I see you posted the same question on the D365 Community Forums - I'm going to copy my answer there as well so that everyone can see it.

    ------------------------------
    Nicholas Hayduk
    Engineered Code Consulting Inc.
    Regina SK
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