Introduction
Power Pages sites, connected to Dataverse, serve as a powerful tool for modern website development. Dataverse, acting as a versatile database, offers security features, analytics, and automation. However, Dataverse auditing, which logs changes to customer records, initially poses a challenge as it records actions under the application/system user, rather than the actual contact (portal user) making the changes. The application user will be in the format # Portals-<<site name>>. You can see in the screenshot below of Dataverse auditing for application user # Portals-<<site name>>.
Challenges in Tracking Portal Users
The default setup lacks information about the contact performing operations, leaving organizations in the dark about the user making changes to records in Power Pages sites. The solution lies in a straightforward configuration to associate the portal user using basic form metadata for portals.
Configuration Steps
Create Look-ups: Begin by creating look-ups…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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