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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / What is execute as in ...
Microsoft Dynamics CRM (Archived)

What is execute as in workflow

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Posted on by New Crm learner

While creating a workflow we have Execute As option which contains below

1. The Owner of the workflow

2.the user who made changes to the record.

Can anyone give me the real time scenarios or  examples for both of these when to use.

Also, if we select as owner of the workflow, then eventhough if the pesos is not having the workflow execute privilege, will it work?

Thanks

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  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Sam

    Executing the Workflow as the Owner is useful when you are not interested in tracking the individual user, but want to execute as a specific service account that may have higher privileges or for example you want workflow emails to be sent from a particular user account. If a Workflow executes as the workflow owner, it will execute according to the owners privileges, not the users, so its usefull in scenarios when users have restricted access but the workflow will execute at higher privileges with a service account for example.

    Executing the Workflow as the User is useful if you want to track the individual user who triggered the event or want to implement tighter controls over how workflows are executed based on the context of the user. Also useful if you have on demand workflows and want to track who executed them.

    Hope that helps :)

  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Hi Sam,

    Following are my explanations:

    1. The owner of the workflow: When the user/owner of a record have lower privileges and you want system admin/any user with higher privileges, to make changes on the record. Tracking of, who made the changes to record in this case does not matter.

    An example of this can be, sending notification/emails to users about record assignment or status changes

    2. The user who made changes to the record: When you are aware that the user working on this record and having security role abc have enough privileges to execute this. And tracking changes to the record matters to you.

    An example of this could be, when Lead Priority is changed, change Rating as well. Now in this case if you turn on auditing; you will see that for both the field will have modified by 'as this user'. if we take this same exampl for the first scenario asked, Rating 'modified by' user will be a system admin. which will make it difficult for you to track.

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