Workflow on team-owned record: how to capture the triggering user (team member)

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Posted on by AE-24091252-0

I’m working with an on-demand workflow in Dynamics 365 where the current record is owned by a team. As part of the process, I need to populate an “Approved By” lookup field with the actual user who clicked the Approve button (a member of that team). In the workflow Update Record step, I can’t find a direct option like “Initiating User,” and I already tested the “Execute as → The user who made changes to the record” option. We also checked the available Dynamic Values, but nothing relevant (like Initiating User) was shown.

What’s the best way to configure this?

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Microsoft Dynamics CRM

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Daniyal Khaleel 447 on at

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Workflow on team-owned record: how to capture the triggering user (team member)

Check if the "Approve" action is modifying the record (e.g., status, field).

Use Modified By (User) as your dynamic value to populate "Approved By."

This usually works if the action is initiated by a user and not by a system process.

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