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Dear all,
I am implementing a portal solution (customer service) and created a little entity form (based on customer entity). As a portal user with admin rights I am able to create the record, however in Dynamics 365 the contact is created with the user "SYSTEM" (as owner, created by, changed by). I checked the option "Assign current user" in the entity form setup screen and configured the "created by" field as the search attribute. Additionally I have created a custom web role with scope "global" and assigned it to the web site.
Does anyone know a solution on how to proceed?
Thank you and best regards,
Philipp
Hi Guido,
thank you for your fast response. I was trying to test the creation of records from portal users and having them assigned to them, as they are the one's creating them. Therefore I marked the checkbox "Assign current user", which I thought implies the creation of a new record with the portal users credentials, otherwise I am not quite sure about the meaning of this checkbox.
Best regards,
Philipp
crm fields owner, createdby, modifiedby are linked to crm users (systemuser entity)
portal users are from contact entity, and contacts can't be the owner, createdby,modifiedby of a crm record.
what do you expect exactly?
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