Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

Scenario 2

Sara wants to show all cases to the customer, whereas the customer wants to see a list of cases created by logged-in users only, and no other cases raised by another user for the same account.

Follow these steps to add a new page to show only contact cases:

1. Go to the www.portal.office.com site and log in using your Dynamics 365 credentials.
2. Go to Dynamics 365 and click on Portals | Entity Lists:

3. Click on the NEW menu button to add new Entity Lists:

4. The New Entity List form will be opened. Fill in the information, as shown in ...