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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Impersonation of user
Customer experience | Sales, Customer Insights,...
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Impersonation of user

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Posted on by myname123 15

Hello,

We are using Sharepoint to communicate with our CRM (on-prem v.8) via an API that's hosted on IIS (through AD).

Said API is connecting to CRM via a static admin user -  

    <add name="CRM" connectionString="Url=ourUrl.com; Domain=ourDomain; Username=Admin; Password=****; authtype=AD" />

Our issue is that whenever a user uploads a file in Sharepoint and sends it to CRM (the file is stored under Annotation entity in CRM) the Note that's created contains the Admin user instead of the actual user who created the note.

Now, I assume this is caused because of the connectionString's static Admin user, but is there any way to impersonate the sender and override the CreatedBy field in Annotation entity to display the actual user?

and if not, is there any other way of solving this issue without needing to create a custom entity?

P.S. I read there is a way to set the CreatedOnBehalfBy field via impersonation but that field is not displayed when a note is created and we'd like the username to be shown

  • myname123 Profile Picture
    myname123 15 on at
    RE: Impersonation of user

    Yes. Our security role already has Behalf of Another User.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Impersonation of user

    Hi,

    Did you add "Behalf of Another User privileges" to the user's security role?  You will find this privilege in the miscellaneous privileges section under the business management tab.

  • myname123 Profile Picture
    myname123 15 on at
    RE: Impersonation of user

    Thank you for answering. 

    Here is the relevant code:

    $.ajax({
  // url = http://our/path/to/crm/webmethods/
  url: appConfig.apiUrl   'CreateAnnotation',
  type: 'POST',
  dataType: 'json',
  // data defined elsewhere
  data: data,
  contentType: 'application/json',
  success: function (d, textStatus, xhr) {
    // func callback defined elsewhere
    if (func) func(d);
  }
});

    Now I tried changing the ajax call to something like this:

    $.ajax({
  url: appConfig.apiUrl   'CreateAnnotation',
  type: 'POST',
  dataType: 'json',
  beforeSend: function (request) {
    // logged-in user's guid
    request.setRequestHeader("MSCRMCallerID", guid);
  },
  data: data,
  contentType: 'application/json',
  success: function (d, textStatus, xhr) {
    if (func) func(d);
  }
});

    but still getting the same result.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Impersonation of user

    Hi,

    I believe you can create the note on behalf of the current user by adding MSCRMCallerID header in your req.

    could you share a piece of code? This will help to give a more detailed answer.

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