Retrieve user roles from another environment

(0) Share

Report

Posted on by Pawar Pravin

5,227

Hi ,

I will have to retrieve user details (user roles and Bu) from another instance using plugin code. Can someone knows how I can retrieve it ? Any help would be appreciated.

Note:

I have created one custom entity with user lookup and on select of user lookup I will have to populate user roles in single of text field

All responses (2)

Answers (2)

Verified answer

Bipin D365 28,964 Super User 2024 Season 1 on at

Like (1)

Report

RE: Retrieve user roles from another environment

Hi,

You Can achieve your requirement using Power Automate.

Use Common Data service(Legacy) connector to connect to another instance, fetch required details then connect to source instance to populate the details.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Verified answer

Nithya Gopinath 17,074 on at

Like (1)

Report

RE: Retrieve user roles from another environment

Hi Pravin,

You can call Dynamics 365 WebAPI from the plugin and retrieve the roles filtered by the user. (using $select and $filter attributes). For calling the API, you should initially register the CRM application in Azure.

Refer the link below for more details.

https://debajmecrm.com/solved-call-web-api-from-within-a-plugin-in-dynamics-365-online/