Calling MS CRM Web API from Portals as logged in user... Please Help Urgent

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Posted on by ingu

Hi All,

Hi All I am implementing employee self service portal and calling ms crm web api from portals to perform crud operations. The code works fine but the issue is even though I am testing this as normal user the crud operations showing created on or modified on as system user not the user who Logged into portal

This is self service portal and I created contact for my self and gave access to table i want to perform crud operation. I also created new web role with authentication on and added this table to this new web role. I have associated the web role to my contact.

when I call web api to create records it is showing created by as system user. I want to know how can we have this audit as CRM user. Please note that i am a CRM user and portal user too.

Thank you,

Ingu

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Manoj Mane 1,020 on at

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RE: Calling MS CRM Web API from Portals as logged in user... Please Help Urgent

Hi ingu,

Unfortunately, there is no setting in the Portal Management app that you can change or set to change the default owner of the record.
The easiest way would be to use Workflow (if you need to change owner almost immediately) or to use Flow.

Also, While performing the CRUD operation did you tried to set the Owner field with the current portal logged in user.

Thanks,
Manoj.

Please mark this as VERIFIED if it helps.

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