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Customer experience | Sales, Customer Insights,...
Suggested Answer

check if user exists , if not exists create and assign a specific role c# plugin

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Posted on by 150

Dear All,

                  i want to check a user with DomainName, if user exists then assign a role, if user not exists create it first then assign a specific Role

any help will be appreciated,

thank you all. 

I have the same question (0)
  • erhan.keskin Profile Picture
    2,253 on at

    Hi,

    This would help?

    community.dynamics.com/.../add-users-to-crm-online-programmatically

    and/or

    www.inogic.com/.../

    Regards,

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    You can use below code to check if user exist based on Domain Name.

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

     <entity name="systemuser">

       <attribute name="fullname" />

       <attribute name="businessunitid" />

       <attribute name="title" />

       <attribute name="address1_telephone1" />

       <attribute name="positionid" />

       <attribute name="systemuserid" />

       <order attribute="fullname" descending="false" />

       <filter type="and">

         <condition attribute="domainname" operator="eq" value="USER DOMAIN NAME" />

       </filter>

     </entity>

    </fetch>

    Use below code to associate role

    // Find the role.

                   QueryExpression query = new QueryExpression

                   {

                       EntityName = Role.EntityLogicalName,

                       ColumnSet = new ColumnSet("roleid"),

                       Criteria = new FilterExpression

                       {

                           Conditions =

                               {

                                   new ConditionExpression

                                   {

                                       AttributeName = "name",

                                       Operator = ConditionOperator.Equal,

                                       Values = {_givenRole}

                                   }

                               }

                       }

                   };

                   // Get the role.

                   EntityCollection roles = _serviceProxy.RetrieveMultiple(query);

                   if (roles.Entities.Count > 0)

                   {

                       Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>();

                       Console.WriteLine("Role {0} is retrieved for the role assignment.", _givenRole);

                       _roleId = salesRole.Id;

                       // Associate the user with the role.

                       if (_roleId != Guid.Empty && _userId != Guid.Empty)

                       {

                           _serviceProxy.Associate(

                                       "systemuser",

                                       _userId,

                                       new Relationship("systemuserroles_association"),

                                       new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) });

                           Console.WriteLine("Role is associated with the user.");

                       }

    Use below code to create user in CRM Onpremise

    Entity user=new Entity(""systemuser);

    user["domainname"]=DOMAIN NAME;

    //map mandatory fields as per your data

    service.Create(user);

    If found helpful, Please mark my answer verified.

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