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..
4 thoughts on “Managing Idea Forums in Community Portal in Dynamics 365”
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Thanks for the detailed explanation along with screenshots, it was very much helpful. I created a forum for the Chatbot Development Services but there are a lot of bots in it and I’m not sure why this happened or how to remove it. And I think this will be time-consuming as there are more than 1000 unverified bots.