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Power Pages: Display My Account Page

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Requirement

Display the My Account page on the Power Pages site, where site users could view their account details.

Solution

Step 1: Open Power Pages Design Studio

To open Power Pages Design Studio by navigating to the following URL:

https://make.powerpages.microsoft.com/e//sites/

You can get the Environment Id by navigating to the Power Platform Admin Center > Open Environment > Copy Environment Id

To get the Power Pages Site Id, Open the Power Pages Management App from the App list > Open Website record and Copy the id parameter value from URL (query string) as shown in figure below.

Step 2: Create a webpage to display Account Information

Once Power Pages Design Studio is opened, click on + Page from the left panel and create a new page, as shown in the figure below.

Set the page permission to restrict its viewing only to Authenticated Users.

Step 3: Create a Basic Form and Link to the webpage

Now create a basic form with details as shown in figure below. Please ensure that Record Source Type property is set to ‘Record Associated to Current Portal User’ and Relationship Name is set to ‘contact_customer_accounts’. This setting will open the account record that is associated with the logged-in portal’s contact record in Dataverse as shown in figure below.

Once the form is created, add it to the webpage created in the earlier step, as shown in the figure below.

Step 4: Create a Permission to view data in the Account table

Create a table permission to view account information stored in the Account table in Dataverse, as shown in the figure below.

Step 5: Create a Link under Profile Navigation

Navigate to make.powerapps.com > open Power Pages Management app > Select Web Link Sets from the left navigation panel > Open Profile Navigation > Click on Links tab and Create a new link named My Account as shown in figure below.

Please ensure that Page is set to ‘My Account’ page as shown in figure below.

Step 6: Sync the change and open the site

Once all configurations are done, sync the portal configuration from Power Pages Design Studio and Open the Power pages site. Select My Account under your name dropdown as shown in figure below.

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