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How to differentiate custom vs oob security roles in advance find/fetxhxml or in plugin code

Posted on by 5,227

Hi,

I will have to check if user have assigned OOb roles or system (OOB) security roles. 

Does anyone know how we can differentiate it ?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: How to differentiate custom vs oob security roles in advance find/fetxhxml or in plugin code

    Hi,

    I hope you have added filter condition as shown below -

    CR44.PNG

    I have tried this in my instance and it returns only custom roles.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: How to differentiate custom vs oob security roles in advance find/fetxhxml or in plugin code

    Hi Bipin,

    Thanks for the reply.

    If I add same filter criteria in advance find but it is showing custom security roles as well.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: How to differentiate custom vs oob security roles in advance find/fetxhxml or in plugin code

    Hello,

    If CreatedBy is SYSTEM OR Blank then Role is System OOB Role else Role is custom role.

    CR43.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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