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Dynamics 365 general forum

Portal user to be associated with new opportunity he creates

Posted on by Microsoft Employee

I have portal users who can sign in and submit a new opportunity through an entity form. Every portal user is a record in Account entity.

Every opportunity has a look up field to Account called patentaccountid.

The requirement is that after a new opportunity is created, lookup field parentaccountid to be filled as current portal user.

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