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Display records in Power Pages based on hierarchy of the logged-in Contact

The client needed to display Accounts, Cases, and Contacts in the PowerApps Portal based on the hierarchy of the logged-in Contact. However, PowerApps Portal properties only provided access to the Parent Account of the logged-in Contact, with no direct method to fetch records according to the entire hierarchy.

The Challenge

What Was Holding the Business Back?

Power Pages provided access only to the logged-in contact's parent account, making it difficult to display records across the complete account hierarchy.

Hierarchy Limitation The platform only exposed the Parent Account, limiting access to records across the complete account hierarchy.
Restricted Visibility Users could not access all relevant Accounts, Cases, and Contacts associated with their business hierarchy.
Complex Relationships The client's multi-level account hierarchy required a custom approach beyond standard portal capabilities.
Business Alignment The solution needed to respect existing business rules and organizational data relationships without restructuring data.
Objective

What We Set Out to Achieve

Develop a secure Power Pages solution that dynamically displays Accounts, Cases, and Contacts based on the complete hierarchy of the logged-in Contact. The objective was to extend standard portal capabilities while preserving the existing Dynamics 365 data model and business rules.
Our Approach & Solution

How We Delivered Results

A custom hierarchy-based retrieval mechanism was implemented using Dynamics 365 data relationships and FetchXML to deliver accurate, context-aware record visibility.

01
Hierarchy Analysis
Reviewed the Dynamics 365 account hierarchy and identified relationships between parent, child, and master accounts.
02
Hierarchy Mapping
Leveraged the custom Master Account lookup together with the Parent Account relationship to identify the complete hierarchy.
03
FetchXML Queries
Developed FetchXML queries to retrieve Accounts, Cases, and Contacts associated with the logged-in user's hierarchy.
04
Portal Integration
Displayed hierarchy-based records dynamically within Power Pages while maintaining the client's existing security model and business rules.
Hierarchy Logic
Extended standard portal functionality to support multi-level account hierarchy without modifying the underlying data structure.
Secure Access
Ensured users viewed only records associated with their organizational hierarchy, supporting secure and relevant data access.
Dynamic Retrieval
Used FetchXML to dynamically retrieve hierarchy-specific records directly from Dynamics 365 based on user context.
Native Experience
Delivered a seamless portal experience while remaining fully aligned with the existing Dynamics 365 data model.
Results & Impact

The Outcome

The solution enabled hierarchy-based record visibility, improving user experience while ensuring secure and relevant access to business data.

100%
Hierarchy-Based Visibility
1 Port
Unified Portal Experience
24/7
Dynamic Record Access
0 Dup
Duplicate Data Model
Conclusion

The Bigger Picture

The Power Pages solution successfully extended the platform's standard capabilities by enabling hierarchy-based access to Accounts, Cases, and Contacts. By leveraging the existing Dynamics 365 account hierarchy, custom master account relationships, and FetchXML, the solution delivered secure, context-aware data visibility without altering the underlying business model. This approach improved the user experience while preserving data integrity, scalability, and alignment with the client's existing CRM architecture.

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