TSD — External Portal Production Deployment

TSD · External portal production deployment

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EPMS · TECHNICAL SOLUTION DESIGN

External portal — production deployment

Architecture, integrations and the portal security model, for release board approval.

Solution seco_epms · Publisher SECO Tools (seco) · Version [VERSION — replace] · Release date [DATE — replace]

EPMS · TSD · External portal production deployment1 / 10

Flow	Mechanism	Rule
D365 → Dataverse	Azure Functions (preferred)	Account and contact are replicated, not virtual, so lookups, keys and portal permissions work.
Row matching	seco_crmreference	The sync matches rows on the D365 id on every re-run — never on name.
Sign-in	Entra External ID	An external person arrives as a contact; no internal licence is consumed.
Logic branching	seco_code	Flows and plugins branch on the code, never on a row id — ids differ per environment.

Table	Scope	Via	Privileges
account	Self	own account	Read
contact	Account	parentcustomerid	Read
seco_project	Account	seco_account	Read
seco_project	Parent	seco_projectparticipant	Read
seco_deliverable	Parent	seco_project	Read
seco_projectgate	Parent	seco_project	Read
seco_projectparticipant	Account	seco_account	Read