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Impersonation of user

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Posted on by myname123

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 -

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

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meelamri 13,216 User Group Leader on at

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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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myname123 15 on at

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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.

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meelamri 13,216 User Group Leader on at

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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.

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myname123 15 on at

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

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