Any experience implementing impersonation in Dynamic CRM? Logging in behalf of someone

Any experience implementing impersonation in Dynamic CRM? Logging in behalf of someone

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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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  • 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

  • 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

  • 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

  • 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.

    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