Crowdsource ideas

Learn how to manage Forum Ideas, Idea Comments, and Idea Votes.

Manage idea forums in Microsoft Dynamics 365

Dynamics 365 users can manage Idea Forum records under the Community tab, provided the portal customizations have been imported into your Dynamics 365 organization.

Note

The way in which many of the content/display-oriented attributes are rendered is controlled by the views created by the portal developer.

Access permissions

  • Read access to an idea forum can be restricted to certain web roles by using the Roles with Read Access relationship. This relationship specifies the web roles that have permission to see and participate in the idea forum. Any portal users associated with any of these roles will be granted access to the idea forum. See Create web roles for portals.
  • Change access to an idea forum is controlled through the Moderators relationship. There is currently no front-side moderation functionality built into the idea portal application.

Idea Forum attributes and relationships

The table below explains the standard attributes and relationships of the Idea Forum entity.

Name Description
Title The name of the idea forum.
Website The website to which the idea forum belongs.
Partial URL The URL path segment used to build the portal URL of the idea forum.
Summary HTML content providing a description of the idea forum.
Ideas Relationship specifying all idea records associated with the idea forum.
New Idea Policy An option that specifies how new idea records should be handled in the idea forum.
Comment Policy An option that specifies how comments on ideas should be handled in the idea forum.
Voting Policy An option that specifies how votes on ideas should be handled in the idea forum.
Voting Type The type of voting the idea forum will allow.
Votes Per Idea The number of votes a user is allowed for a single idea belonging to an idea forum. When Voting Type is Up or Down this value is set to 1.
Votes Per User The number of votes a user is allowed to use in an idea forum. If no value is set, users have unlimited votes within the idea forum.
Roles with Read Access Relationship specifying the web roles that have permission to see and participate in the idea forum. Any portal users associated with any of these roles will be granted access to the idea forum.
Moderators Relationship specifying the web roles that have permission to moderate the idea forum. There is currently no front-side moderation functionality built into the idea portal application.

Manage ideas in Dynamics 365

For Dynamics 365 users, provided the portal customizations have been imported into your Dynamics 365 organization, Idea records can be managed under the Community tab.

Idea attributes and relationships

The table below explains the standard attributes and relationships of the Idea entity.

Name Description
Title A descriptive title for the idea.
Idea Forum The idea forum to which the idea belongs.
Partial URL The URL path segment used to build the portal URL of the idea forum.
Published to Web Whether the idea is visible on the website.
Copy HTML content providing a description of the idea.
Summary A shortened summary of the idea.
Author Name Text specifying the name of the user that submitted the idea.
Author E-mail Text specifying the e-mail of the user that submitted the idea.
Author Relationship specifying which portal user is associated with the idea.
Submitted On The date and time that the idea was created.
Status Reason An option that specifies the current status of the idea.
Status Author Relationship specifying which portal user is associated with the idea's status and status comment.
Status Comment An optional comment for the idea's status reason. In other words, when it's planned to be implemented, why it has been rejected, etc.
Comment Policy An option that specifies how comments on the idea should be handled.
Votes Up The number of positive votes the idea has received.
Votes Down The number of negative votes the idea has received.
Vote Sum The number of positive votes minus the number of negative votes.
Total Number of Votes The number of positive votes plus the number of negative votes.
Idea Comments Relationship specifying all comments associated with the idea.
Idea Votes Relationship specifying all votes associated with the idea.
Note

Partial URL values are used as URL path segments. As such, they should not contain illegal URL path characters, such as "?", "#", "!", "%". Because portal URLs are generated by joining together Partial URL values with slashes ("/"), they should also not generally contain slashes.Recommended practice would be to restrict Partial URL values to letters, numbers, and hyphens or underscores. For example: "press-releases", "Users_Guide", "product1".

Manage idea comments in Dynamics 365

For Dynamics 365 users, provided the portal customizations have been imported into your Dynamics 365 organization, Idea Comment records can be managed under the Community tab.

Idea comment attributes and relationships

The table below explains the standard attributes and relationships of the Idea Comment entity.

Name Description
Name A title for the idea comment.
Idea The idea to which the comment belongs.
Content The content of the comment in HTML format.
Published to Web Whether the comment is visible on the website.
Author Name Text specifying the name of the user that submitted the comment.
Author E-mail Text specifying the e-mail of the user that submitted the comment.
Author Relationship specifying which portal user is associated with the comment.
Posted On The date and time that the comment was created.

Manage idea votes in Dynamics 365

For Dynamics 365 users, provided the portal customizations have been imported into your Dynamics 365 organization, Idea Vote records can be managed under the Community tab.

Idea vote attributes and relationships

The table below explains the standard attributes and relationships of the Idea Vote entity.

Name Description
Value A whole number representing the value of the vote.
Name A title for the vote.
Idea The idea to which the vote belongs.
Voter Name Text specifying the name of the user that submitted the vote.
Voter E-mail Text specifying the e-mail of the user that submitted the vote.
Voter Relationship specifying which portal user is associated with the vote.
Submitted On The date and time that the vote was created.

See also

Manage forum threads
Create forum posts on the portal
Moderate forums
Subscribe to alerts