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 !

4 thoughts on “Managing Idea Forums in Community Portal in Dynamics 365”

    1. 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.

      Like

Leave a Reply to Chatbot Development Services Cancel reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

CRM for You and Me

Customer Relationship Mgt App for the Professional

D CRM Explorer

Learn about Microsoft Dynamics CRM Power Platform customization and implementation and other cool stuffs

Stroke // Jonas Rapp

I know pre-stroke. I will improve who I was.

Power Melange

Power Melange By Shalinee

Clavin's Blog

Power Automate - Power Apps - SharePoint Online - Azure - Nintex - K2 - Artificial Intelligence

Sat Sangha Salon

An Inquiry in Being

The Indoencers

The Influencers & Influences of Indian Music

Monika Halan's blog

Hand's-free money management

D365 Demystified

A closer look at Microsoft Dynamics 365.

Microsoft Mate (msftmate) - Andrew Rogers

Experienced consultant primarily focused on Microsoft Dynamics 365 and the Power Platform

Knowhere365

Specific topics by Django Lohn on the whole Microsoft365 Stack

Manmit Rahevar's Blog

One Stop Destination for Microsoft Technology Solutions

MG

Naturally Curious

Brian Illand

Power Platform and Dynamics 365

Steve Mordue MVP

A Microsoft Business Applications MVP

Subwoofer 101

Bass defines your home theater

SQLTwins by Nakul Vachhrajani

SQL Server tips and experiences dedicated to my twin daughters.

Everything D365

Discovering Azure DevOps and D365 Business Applications

Tech Wizard

Lets do IT Spells

Two Bite Tips

Valuable Tips To Grow Your Business

XRM Tricks (Power Platform & Dynamics CRM )

Power Platform & Dynamics CRM

CRM TIPS BY PRM

Mail to crmtipsbyprm@gmail.com for queries and suggestions

nijos.dev

Giving back to the community what I have learned

xrm CRM Dynamics

Dynamics CRM Technical & Functional Info

Dynamics 365 Blogs - Explained in unique way

Sometimes you need to look at things from different perspective.

CRM Keeper

Dynamics 365 Customer Engagement, CRM, Microsoft CRM, Dynamics CRM

EVOLVED365

Step into the world of a Dynamics 365 Consultant

Dianamics PCF Lady

Diana & Dynamics 365 & Power Platform

Sara Lagerquist

No Code Customization Concepts

innovativeaj

developer, designer, writer, fun loving, patriotic, humble and a sweet person inside out :) love and respect people who have a great sense of humor.

Temmy Wahyu Raharjo

Dreaming to be a clean coder and TDD minded programmer.

Transform 365

We blog about problems we face and code we write to help others

%d bloggers like this: