Sales copilot to d365

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Posted on by sandeepc

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Hi all,

We have created contact from sales copilot and it is showing in d365 .but modified by is showing as some service account .. We have another implementation on modified by value which should not trigger a flow if modified by is ne service account(currently from integration the value us autopopulating)..

Can we change the modified by value from service account to user who created the contact from sales copilot...

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Dynamics 365 general

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ArchitectMadhan 458 on at

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Yes, you can change the "Modified By" value in Dynamics 365 to reflect the user who created the contact instead of the service account. Here are a few approaches you can consider:

Using a Plugin: You can write a plugin to update the "Modified By" field. This plugin can capture the original user information and set it accordingly. Here's a basic outline of how you might do this:

public class UpdateModifiedByPlugin : IPlugin { public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) { Entity entity = (Entity)context.InputParameters["Target"]; if (entity.LogicalName == "contact") { // Retrieve the original user who created the contact EntityReference createdBy = entity.GetAttributeValue<EntityReference>("createdby"); entity["modifiedby"] = createdBy; service.Update(entity); } } } }

[ OR ]

2. Using Power Automate (Flow): You can create a flow that triggers when a contact is created or modified. The flow can then update the "Modified By" field to the original creator's user ID. You might need to use the ValidateUpdateListItem endpoint in REST API to update these fields

If you find this solution useful, please like it and accept it as answer.

-ArchitectMadhan

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sandeepc 5,514 on at

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HHi @architectmadhan

Is there a way to update in classic workflow or business rule as we don't use plugin in our project can you send me steps to create power automate flow?

Also can you explain why the modified by showing service account by default ?

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sandeepc 5,514 on at

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Hi

Any more suggestions

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Tom_Gioielli 2,792 Super User 2025 Season 2 on at

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There are not really any ways to change the value of the [Modified By] field with out of box options, aside from essentially making a change with another user account so the system changes it for you.

Is there a reason you need the [Modified By] to show the user who created it? What does the [Created By] or [Owner] field show and can they be used instead?

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sandeepc 5,514 on at

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HHi tom

Created by showing correct owner who created but modified by showing service account why is that so ?

I want created and modified by both who has created modified by user

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Tom_Gioielli 2,792 Super User 2025 Season 2 on at

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Do you have auditing turned on in your organization and for this table? If the [Created By] field is showing the user, and the [Modified By] is someone else, then it sounds like there is some other automation or process that is updating another value on the table after the create action completes. Auditing should help you figure out what that field is, and track down whatever is updating it.

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