“Created By” field in each record in Custom entity

2019-08-24 11:01发布

I am working on a custom entity on dynamic 365. This entity is manipulated on Dynamic 365 Portal using web forms. Whenever I am creating a record in the entity, it is showing "System" in out of the box "Created By"column. Can anybody tell me what is the reason behind it?

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走好不送
2楼-- · 2019-08-24 11:25

Owner, createdby, modifiedby = CRM Login user = systemuser Entity. It can be licensed user, application user (service account), or SYSTEM (only used by CRM product).

Portal Login user = contact Entity (sometimes Lead).

Records (OOB or custom entity) created in portal will be impersonated by product using SYSTEM user while creating in CRM DB. Because contact cannot be an owner or createdby. This is the reason.

You may customize to have another custom attribute called new_createdby_portaland use Entity Form Metadata mapping to capture this field from portal side without code.

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Fickle 薄情
3楼-- · 2019-08-24 11:42

As explained above, the owner of a record in CRM is a lookup field to systemuser entity. The portal user is actually a contact, therefor can not be assigned as record owner.

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