Any experience implementing impersonation in Dynamic CRM? Logging in behalf of someone
Is there a built-in feature where I can log-in in behalf of someone?
Can you clarify your question
Are you talking about logging into CRM as someone else
are you talking about running a plugin impersonating another user
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The only way to login as someone else through the application user interface is by knowing their username and password.
If you have Act on behalf of another user privileges, you can write code to perform a function through the SDK as another user by setting the Caller ID property - see msdn.microsoft.com/.../gg334744.aspx
Hope this helps,
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The easiest way to login as another user is to right click on internet explorer and click
Start InPrivate browsing
If you then access CRM it will prompt you for a your user credentials.
You can then put in domain\username and then password and you will be able to access CRM as that user
What I am expecting is where you can login in behalf of another if you are admin and not putting in the password. Thanks!
I'm afraid that is not possible in CRM.
The reason is CRM uses active directory for security, so you have to log in as a user on active directory and be authenticated before you can access CRM. Basically it's the same authentication as logging onto someones computer.
If you want another user to log in as you could create yourself a test user on active directory and then add that user to CRM. Often it's useful to have a CRMAdmin user.