web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Identify if the case is updated by external portal user using a plugin

(2) ShareShare
ReportReport
Posted on by

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.

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    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

  • Tilan Bethmage Profile Picture
    on at

    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
    13,216 User Group Leader on at

    Hi, 

    You can also tag your record in portal form. 

  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi,

    Please check this blog:

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Martin Dráb Profile Picture

Martin Dráb 62 Most Valuable Professional

#2
#ManoVerse Profile Picture

#ManoVerse 57

#3
Pallavi Phade Profile Picture

Pallavi Phade 49

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans