Microsoft Power Apps Portal Pages How To – Filter Entity List Data Based on Logged-In User

Power Apps How To Series

Table of Contents

Rachel 2022 150x150 1

 

By Rachel Mantei, Dynamics 365 Technical Consultant
2025 Update: This blog was written Power Apps Portal Pages was renamed Power Pages.


Introduction and Why It Matters

Rachel Mantei here with the fourth and final part of my Microsoft Power Apps Portal Pages How To Series. Part 4 of this series looks at how to filter entity list data based on logged-in user.

You need to regulate the information that is shared to certain portal users. Luckily, there is quick and easy setting you can use to filter what entity lists are viewable to specific users. 

How to Set Up Entity List Filtering

  1. Within your Portal Management app in D365 CRM, you will navigate to the entity list that you want to filter.

2. Within the General tab, scroll to the section, “Filter Conditions”. 

A navigation menu with tabs labeled General, Map View, Calendar View, OData Feed, Options (highlighted with a red box), Web Pages, and Related—perfect for streamlining your Microsoft D365 or Power Platform consulting experience.

3. For the Portal User Attribute, select the Contact lookup record reference that will filter data based on the user. In this example, we have a field named “Requested For” that will allow the records to filter based on the logged in user. 

Screenshot of a Power Apps filter condition interface with “Portal User Attribute: newdyn_requesteditor” selected on the left and “250-Requestor (newdyn_requesteditor)” chosen from a dropdown menu on the right.

4. Make sure you save the record and refresh your portal to review the update that has been made. 

Note: This blog was written before Power Apps Portal Pages was renamed to Power Pages.

Author

Join the Community

If you found this blog helpful, subscribe to receive our monthly updates.

Table of Contents
Share with your network

What our Customers Say