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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to differentiate c...
Customer experience | Sales, Customer Insights,...
Suggested answer

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

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Posted on by Pawar Pravin 5,237

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 ?

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator 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/

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 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 28,983 Moderator 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/

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