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Fix Modified By User Shown in Sales Copilot and Dynamics 365
Question details
The user needs to fix an issue where contacts created via Sales Copilot display a generic service account in the Modified By field in Dynamics 365, rather than the specific user who performed the action.
- Product
- Sales Copilot, Dynamics 365
- Device & OS
- not provided
- Scenario
- Creating or syncing contact records through the Sales Copilot integration with Dynamics 365.
- Observed behavior
- The Modified By field incorrectly attributes the record creation or modification to a service account instead of the actual user.
Ensure you have administrative access to both your Dynamics 365 environment and Microsoft 365 admin center to check integration permissions and user security roles.
Seek Assistance in the Official Microsoft 365 Copilot Community
Because this issue involves deep integration and API permissions between Copilot and Dynamics 365, reaching out to Microsoft product experts is the most effective approach.
This specific behavior often requires specialized product expertise regarding how Sales Copilot interacts with Dynamics 365's API and service principals. Support is best found in dedicated Microsoft forums.
Open your web browser and go to the official Microsoft 365 Copilot community page at https://techcommunity.microsoft.com/category/Microsoft365Copilot.
Click the 'Sign In' button at the top right corner and log in using your Microsoft account credentials.
Click on 'Start a New Conversation' or 'Ask a Question'. Provide detailed information about your Sales Copilot integration, your current permission setup, and the exact contact-creation process you are using.
Verify Dynamics 365 Integration Permissions
Check if the service account has the necessary impersonation privileges to log actions on behalf of users.
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Frequently Asked Questions
Why does Dynamics 365 show a service account in the Modified By field?
When integrations like Sales Copilot update records via an API, the system uses the service principal or app account authenticated for the connection. Unless impersonation is correctly configured, the service account is logged as the modifier.
Can I manually change the Modified By field in Dynamics 365?
Generally, the 'Modified By' and 'Modified On' fields are system-managed and locked to preserve audit integrity. You cannot manually edit these fields for existing records through the standard user interface.
Where can I get specialized support for Microsoft Sales Copilot?
The best place for specialized assistance is the official Microsoft 365 Copilot Community on the Microsoft Tech Community forums, where Microsoft experts and experienced users can review your specific integration setup.
