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The business requirement here is that we have a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record but it can set a text field with the name of the owner. So we need to use this information to lookup the User ID value & set it to the owner of the Account record.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- A formula is set to execute for the create event of the Account entity
- It checks that the OwnerText field has data before it executes the main formula
- When the formula executes it uses the FindValue() function to lookup the guid of the systemuser based on the value of the OwnerText field
- It uses this guid to set the ownerid field of the Account record