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Updating Content Messages for the Work 365 Self-Service Portal

Applies To: Work 365 Self-Service Portal (Dynamics 365 / Power Pages)
Audience: System Administrators, Portal Managers, Implementation Teams

Overview

You can show tailored guidance to portal users (e.g., during create/edit subscription flows). These messages live as Content Snippets in the Portal Management app. Work 365 ships QRB-aware snippets so messaging matches your Quantity Reduction Behavior (QRB) rules.

Prerequisites

  • Dataverse security to edit portal web content (Portal Management access).

  • The Work 365 portal initialized and languages enabled (if multilingual).

Where to Edit (Content Snippets)

  1. Open Portal Management
    Sign in → open Portal Management (Power Pages).

  2. Find the snippets
    Content Snippets → search for “QRB”. You’ll typically see four defaults per language:

  • Snippet Name: Subscription Create QRB Disallow Purpose: Message when creation/reduction is disallowed
  • Snippet Name: Subscription Create QRB WithinWindow Purpose: Message when allowed only within window
  • Snippet Name: Subscription Edit QRB Disallow Purpose: Message when editing/reduction is disallowed
  • Snippet Name: Subscription Edit QRB WithinWindow Purpose: Message when allowed only within window

Names may be localized per language. If you don’t see them, verify portal initialization and enabled languages.

Edit the Message

  1. Open a snippet (e.g., Subscription Create QRB Disallow).

  2. Update Value with your message. Simple HTML is supported.
    Example:

    Note: Quantity reductions are not permitted for this subscription.

  3. If multilingual, switch the snippet Language (or related translation) and update each version.

  4. Save & Close.

Publish / Refresh

After edits, refresh the live portal content:

  • Clear website cache from Portal Management (Site actions → Clear cache), or

  • Restart site in Power Platform Admin Center (deeper refresh; brief downtime ~2–5 mins).

Then hard-refresh your browser (Ctrl/Cmd+Shift+R) or test in a private window.

Example Messages by QRB

  • Disallow: “Quantity reductions are not permitted for this offering.”

  • Within Window: “You may reduce your quantity within the first X days of your term.”

Enhancements: add help links, short lists, or light emphasis; keep it concise.

Best Practices

  • Keep it short & action-oriented.

  • Maintain language parity. Update all enabled languages together.

  • Version & promote. Add snippets to a solution for ALM between sandbox → prod.

  • No heavy scripts. Use simple HTML; avoid custom JS in snippets.

  • Document changes. Who/what/when for auditability.

Troubleshooting

  • Issue: Message doesn’t change on portal Likely Cause: Cache not refreshed Fix: Clear cache or restart site; hard-refresh browser
  • Issue: Can’t find snippets Likely Cause: Wrong filters / disabled language Fix: Check language filter and website binding; verify portal initialization
  • Issue: HTML shows as raw text Likely Cause: Invalid/unsupported tags Fix: Use simple, valid HTML; remove scripts/styles
  • Issue: Different text across envs Likely Cause: Edits only in one environment Fix: Move via managed solution or replicate changes consistently