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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How do i filter the ca...
Customer experience | Sales, Customer Insights,...
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How do i filter the cases by connecting to my signed-in Azure AD owner?

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Posted on by wiz1010 5

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I wanted to filter the cases stored in Dynamics 365 Customer Services Hub based on my logged-in Azure AD owner, but the app set the default portal owner as #Portals-(portal name), not the Azure AD that I logged in as the owner.

When I tried to filter the case without any cases created by owner "#Portals-(portal name)," it returned no records because it couldn't identify the azure ad account as the owner.

Are there any answers to this problem? Please notify me, and thank you in advance.

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  • Suggested answer
    Manoj Mane Profile Picture
    Manoj Mane 1,020 on at
    RE: How do i filter the cases by connecting to my signed-in Azure AD owner?

    Hi wiz1010, 

    Please check in your Dynamics 365 Customer Services from whichever user you are logging in via Azure AD in portal the Contact is present or not. 

    If yes then you can assign those contact as a Owner of the Case Record , so your filter condition will automatically work. 

    And via portal you are creating the Cases record then you can add some configuration setting such as whoever is creating the Cases set the Case owner as the Portal User. 

    Reference Link


    Thanks,
    Manoj Mane.

    Please mark this as VERIFIED if it helps. White check mark

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