Managing Idea Forums in Community Portal in Dynamics 365

This post assumes that we have already set up the Community Portal.

To create a new Idea Forum, go to CRM – Community – Idea Forums

Create a new idea forum record.

Type of Voting can be one of the following Up, Up or Down, Rating.

Saving the record, adds the new Idea Forum in the Portal.

We can add idea to the Idea forum it can be done either through CRM or from the Portal

Idea within Portal: –

For Managing Idea Forum from the Portal, create a new Web Role and add that role to the Moderator Roles and assign the same web role to the Contact (Portal User) in CRM.

  • Below is our custom web role

  • Add the role to Moderator Roles in the Idea Forum record.

  • Open the contact record and assign this new web role.

“There is currently no front-side moderation functionality built into the idea portal application.”

Hope it helps..


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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