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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Identify if the case i...
Microsoft Dynamics 365 | Integration, Dataverse...
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Identify if the case is updated by external portal user using a plugin

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Posted on by Tilan Bethmage

I need to identify whether the updating of the record is done by a external portal user or dynamics CRM user. How can it done by a plugin.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Identify if the case is updated by external portal user using a plugin

    Hi,

    Please check this blog:

    http://himbap.com/blog/?p=3079

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Identify if the case is updated by external portal user using a plugin

    Hi, 

    You can also tag your record in portal form. 

  • Tilan Bethmage Profile Picture
    Tilan Bethmage on at
    RE: Identify if the case is updated by external portal user using a plugin

    Thanks, i'll try that way , so every form in CRM should populate this flag right.

    as a alternative if i check the modifiedby user and if it is  SYSTEM then it should be done through portal right

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Identify if the case is updated by external portal user using a plugin

    Hi, 

    You can add a field to your entity. Add it to your form. Use some default values to tag the execution context. For example, if the record is created whithin the crm, a business rule will set a tag (fromCRM). In your plugin you can check the flag. 

    Hope this helps

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