Announcements
No record found.
Hello everyone!
I want the Customer field and the Contact field to be automatically populated when they click "create case" on the Customer Self-Service Portal. I tried to associate the entity with the current user, however, this does not seem to work.
Any suggestions?
Hi fran2105,
You can create Entity Form Metadata for Customer field in entity forms that you are using in portal management app.
Configure advanced form metadata for portals - Power Apps | Microsoft Docs
1.Open one entity form you need and navigate to Entity Form Metadata tab to click new button.
2.Filling value as following screenshot shown:
3.Test:
Current user is one contact and it has been filled in the customer field, so contact field can't be filled any value.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Thank you for your reply. I have used something similar, however I mapped the customerid with the parentcustomerid (company name).
How can i set a default value for a lookup field in a form ?
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.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Daniyal Khaleel 62 Most Valuable Professional
11manish 23 Super User 2026 Season 2
Travis South 10
