Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Show current portal user created record in lookup in D365 portal

Posted on by

Hi,

I have a business requirement to show only currently logged portal user created record in lookup. To implement this, I have created two different entity permission for those two entities and and have associated a web role to them. With this, I'm able to see user owned records only on update of that lookup but it lists out all records on creation of new record.

Could you please tell me know to solve this. Thanks alot for your answer in advance!

-Leo

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Show current portal user created record in lookup in D365 portal

    Hi partner,

    Unfortunately the feature you mentioned is only available in edit form in portal, it doesn't support creation form, it is by design.

    And I've replied you in your another thread :-)

    Best Regards,

    Leo

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans