Question Status

Verified
Adelmar Esplana asked a question on 24 Jan 2014 8:22 AM

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? 

Thanks!

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Verified Answer
Scott Durow responded on 24 Jan 2014 1:14 PM

Hi,

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,

Scott

Scott Durow

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Verified Answer
Ben Hosking responded on 24 Jan 2014 1:52 PM

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

Ben  Hosking

If the my post helped you please mark my post as the suggested answer

Hosk's Dynamic CRM Blog   |  @BenHosk |  Rockstar365

Hosks CRM Dev YouTube Channel

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Suggested Answer
Ben Hosking responded on 27 Jan 2014 7:43 AM

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.

Ben  Hosking

If the my post helped you please mark my post as the suggested answer

Hosk's Dynamic CRM Blog   |  @BenHosk |  Rockstar365

Hosks CRM Dev YouTube Channel

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Ben Hosking responded on 24 Jan 2014 9:32 AM

Can you clarify your question

Are you talking about logging into CRM as someone else

or

are you talking about running a plugin impersonating another user

Ben  Hosking

If the my post helped you please mark my post as the suggested answer

Hosk's Dynamic CRM Blog   |  @BenHosk |  Rockstar365

Hosks CRM Dev YouTube Channel

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Verified Answer
Scott Durow responded on 24 Jan 2014 1:14 PM

Hi,

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,

Scott

Scott Durow

Read my Blog   |  Follow Me on Twitter  |  Rockstar365

Reply
Verified Answer
Ben Hosking responded on 24 Jan 2014 1:52 PM

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

Ben  Hosking

If the my post helped you please mark my post as the suggested answer

Hosk's Dynamic CRM Blog   |  @BenHosk |  Rockstar365

Hosks CRM Dev YouTube Channel

Reply
Adelmar Esplana responded on 27 Jan 2014 7:38 AM

What I am expecting is where you can login in behalf of another if you are admin and not putting in the password.   Thanks!

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Suggested Answer
Ben Hosking responded on 27 Jan 2014 7:43 AM

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.

Ben  Hosking

If the my post helped you please mark my post as the suggested answer

Hosk's Dynamic CRM Blog   |  @BenHosk |  Rockstar365

Hosks CRM Dev YouTube Channel

Reply