Impersonation In Plugin Dynamics 365

In this article , we have tried to cover What is impersonation in plugin dynamics 365? Below video contains step by step details for the same, why we need impersonation in plugin dynamics 365 , how to achieve impersonation in plugins and other required details.

What is Impersonation?

Impersonation in Customer Engagement means acting on behalf of another user.

Why we need user impersonation explicitly in plugin code?

• Because the run in user’s context property of a step makes the whole plugin code of that step run on this user’s context.What if we just want to impersonate a user to access some record which isn’t otherwise accessible to the calling user? Yes, in that case, we need explicit user impersonation in the plugin code.
• Impersonation gives the Customer Engagement developer more flexibility to target a particular action in a plugin they would like to run with elevation permissions. The rest of the plugin actions can be run as

User impersonation is very useful in below scenarios:

• Test the correct implementation of security roles.
• Check which records can be seen by which users if sharing is being used.
• Search for charts or views belonging to different users.

Useful Resources:

• Plugin Shared Variables: http://www.dynamixacademy.com/dynamics-365-plugin-shared-variables/
• Debug Custom Workflow: http://www.dynamixacademy.com/debug-custom-workflow-dynamics-365-online/
• Debug Asynchronous plugin in D365: http://www.dynamixacademy.com/how-to-debug-asynchronous-plugin-dynamics-365/

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