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

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

when i change the system owner name of a case created through portal ms crm changing owner but not getting in view

(0) ShareShare
ReportReport
Posted on by 10

How to change the the owner name which is coming from the portal in crm view.

pastedimage1668934143439v1.png

When we open the records, the changing owner name shows correct.

pastedimage1668934288669v2.png

Many thanks in advance.....

Parashuram.

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    RE: when i change the system owner name of a case created through portal ms crm changing owner but not getting in view

    Hi Parushuram,

    When I first tried to change the owner of a newly created case, the system told me that the contact I was assigned did not have read privileges, so I gave him system administrator privileges, and everything worked fine.

    Then I created a case from the portal to change the owner in the customer service hub application and the situation you described still did not happen.

    Perhaps you can try changing the owner to a more privileged user, or refer to the video: https://www.youtube.com/watch?v=R_l_AXBJjxo

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…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 70

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 25 Super User 2025 Season 2

#3
mk1329 Profile Picture

mk1329 16

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans