{"id":5506,"date":"2017-05-16T18:31:18","date_gmt":"2017-05-16T13:01:18","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=5506"},"modified":"2020-07-07T07:43:42","modified_gmt":"2020-07-07T07:43:42","slug":"hide-external-links-in-microsoft-dynamics-crm365-portal","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/05\/hide-external-links-in-microsoft-dynamics-crm365-portal\/","title":{"rendered":"Hide external links in Microsoft Dynamics CRM\/365 Portal"},"content":{"rendered":"<h4><strong>Introduction:<\/strong><\/h4>\n<p style=\"text-align: justify;\">Very often we need to provide a link that redirects to an external link like Company Website, to be accessed by the portal users on the Microsoft Dynamics 365 Portal.<\/p>\n<p style=\"text-align: justify;\">However, in some cases, we need to restrict the access to those external links based on the Roles assigned to the portal user or depending on whether the users are authenticated users or non-authenticated users.<\/p>\n<p style=\"text-align: justify;\">Some of the examples for this could be we want to restrict the access to \u2018API Documentation\u2019 link if;<\/p>\n<ul style=\"text-align: justify;\">\n<li>the portal user does not have a specific role say \u2018Premium Users\u2019 role <strong><em>OR<\/em><\/strong><\/li>\n<li>the portal user is not authenticated to portal <em><strong>OR<\/strong><\/em><\/li>\n<li>perhaps the other way round, only if the portal user has not signed-in show the link<\/li>\n<\/ul>\n<h4 style=\"text-align: justify;\"><strong>Hiding links in the Microsoft Dynamics 365 Portal:<\/strong><\/h4>\n<p style=\"text-align: justify;\">It is very easy to hide web links to web pages using <strong><em>Access control Rule<\/em><\/strong> entity.<\/p>\n<p style=\"text-align: justify;\">We just need to create new Access Control Rule entity record for that web page with Restrict Read right and add roles we need to provide access to the web page.<\/p>\n<p style=\"text-align: justify;\">To know more about Access Control Rule refer this<a href=\"https:\/\/www.microsoft.com\/en-US\/Dynamics\/crm-setup-and-administration\/control-web-page-access-for-portals.aspx\" target=\"_blank\" rel=\"noopener noreferrer\"> <strong><em>link<\/em><\/strong><\/a>.<\/p>\n<blockquote>\n<p style=\"text-align: justify;\"><strong><em>Note: There is no direct way available to apply access rules on web links that open external links. <\/em><\/strong><\/p>\n<\/blockquote>\n<h4 style=\"text-align: justify;\"><strong>Workaround to apply <em>Access Rules<\/em> on <em>Web Link<\/em> that redirects to an external link:<\/strong><\/h4>\n<ol style=\"text-align: justify;\">\n<li>Open Web link record and add the external URL. In this example, we have opened the \u2018<strong>API Documentation<\/strong>\u2019 Web Link and added the external URL as \u2018<strong>http:\/\/www.inogic.com\/<\/strong>\u2019 as seen in the screenshot below;<\/li>\n<\/ol>\n<p style=\"text-align: justify; padding-left: 30px;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal.png\"><img decoding=\"async\" class=\"aligncenter wp-image-5507 \" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal.png\" alt=\"Hide external links in Microsoft Dynamics CRM Portal\" width=\"710\" height=\"360\" \/><\/a><\/p>\n<p style=\"padding-left: 30px; text-align: justify;\">2. Select the Web Page lookup and create new web page entity record with a blank \u2018Page Template\u2019. In this example, we have created \u2018<strong>API Documentation Blank Page<\/strong>\u2019 and selected the \u2018<strong>Page Template<\/strong>\u2019 as \u2018<strong>Blank<\/strong>\u2019 as seen in the screenshots below;<\/p>\n<p style=\"padding-left: 30px;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal1.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-5508 \" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal1.jpg\" alt=\"Hide external links in Microsoft Dynamics CRM Portal\" width=\"718\" height=\"500\" \/><\/a><\/p>\n<p style=\"padding-left: 30px; text-align: justify;\">3. Now, create a new \u2018<strong>Web Page Access Control Rule<\/strong>\u2019, select \u2018<strong>API Documentation Blank Page<\/strong>\u2019 as a \u2018<strong>Web Page<\/strong>\u2019 and add appropriate \u2018<strong>Web Roles<\/strong>\u2019 (like Authenticated Users, Administrators) that you want to grant access. Then add \u2018<strong>Publishing States<\/strong>\u2019 as \u2018<strong>Published<\/strong>\u2019.<\/p>\n<p style=\"padding-left: 30px;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal3.jpg\"><img decoding=\"async\" class=\"wp-image-5509 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal3.jpg\" alt=\"Hide external links in Microsoft Dynamics CRM Portal\" width=\"696\" height=\"418\" \/><\/a><\/p>\n<p style=\"padding-left: 30px; text-align: justify;\">4. Now, Select this newly created web page on the \u2018<strong>API Documentation<\/strong>\u2019 Web Link and save the Web Link record as seen in the screenshot below;<\/p>\n<p style=\"padding-left: 30px;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal4.png\"><img decoding=\"async\" class=\"wp-image-5512 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal4.png\" alt=\"Hide external links in Microsoft Dynamics CRM Portal\" width=\"719\" height=\"377\" \/><\/a><\/p>\n<p style=\"padding-left: 30px; text-align: justify;\">5. By following the steps mentioned above, we can easily apply Access Rule on Web Links with external links.<\/p>\n<p style=\"padding-left: 30px; text-align: justify;\">6. With the above configuration, the API Documentation link will only be displayed when the user logs in to the portal as seen in the screenshots below;<\/p>\n<p style=\"padding-left: 30px;\">\u00a0<strong>Before login:<\/strong><\/p>\n<p style=\"padding-left: 30px;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal5.jpg\"><img decoding=\"async\" class=\"wp-image-5513 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal5.jpg\" alt=\"Hide external links in Microsoft Dynamics CRM Portal\" width=\"704\" height=\"374\" \/><\/a><\/p>\n<p style=\"padding-left: 30px;\"><strong>After login:<\/strong><\/p>\n<p style=\"padding-left: 30px;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal6.jpg\"><img decoding=\"async\" class=\"wp-image-5514 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/05\/Hide-external-links-in-Microsoft-Dynamics-CRM-Portal6.jpg\" alt=\"Hide external links in Microsoft Dynamics CRM Portal\" width=\"709\" height=\"380\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Conclusion:<\/strong><\/h4>\n<p style=\"text-align: justify;\">In a nutshell, to apply access control rule for WEB LINKS that are to an external page, we could create a WEB PAGE record and apply the rule to the WEB PAGE and have it trickle down to the WEB LINK.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Very often we need to provide a link that redirects to an external link like Company Website, to be accessed by the portal users on the Microsoft Dynamics 365 Portal. However, in some cases, we need to restrict the access to those external links based on the Roles assigned to the portal user or\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2017\/05\/hide-external-links-in-microsoft-dynamics-crm365-portal\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":5522,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,37,2053],"tags":[781],"class_list":["post-5506","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-crm","category-microsoft-portals","category-power-apps-portals","tag-external-links-in-dynamics-portal"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/5506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=5506"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/5506\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/5522"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=5506"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=5506"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=5506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}