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A new knowledge base article has been published on our support portal.

Scenario Overview

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

View this article in full on our support portal