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CallerId of OrganizationServiceProxy

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2

2

I am making a external service which will create a record in Order entity of Dynamics 365 with the default field(e.g: created by and some default fields) will be named after the user who wants to create.

For that I tried using the CallerId property on the OrganizationServiceProxy class. I am setting the CallerId property by the user of CRM who is actually wanting to create a record. But I’m only able to create record if the user of crm has System Administrator role.

Some block of code is added for better understanding:

public void Get(Guid userId)

 var proxy = new OrganizationServiceProxy(new Uri(c.ServiceUri), null, crmCredentials, null);
 proxy.EnableProxyTypes();
 var context = new OrganizationContext(proxy);

 // now setting caller id
 proxy.CallerId = userId;

 // generating order entity
 var t = new SalesOrder();
 t.Name = "Demo";
 .....
 ...
 .

 context.AddObject(t);
 context.SaveChanges(); // getting exceptions for normal user on save changes

Now my question is how to overcome the exception if the user of crm is not privileged with System Administrator role.

c# asp.net dynamics-crm

share|improve this question

edited Mar 24 at 21:23

Arun Vinoth

10.9k132974

asked Mar 24 at 14:25

Protap GhoshProtap Ghosh

243

add a comment | 

2

2

I am making a external service which will create a record in Order entity of Dynamics 365 with the default field(e.g: created by and some default fields) will be named after the user who wants to create.

For that I tried using the CallerId property on the OrganizationServiceProxy class. I am setting the CallerId property by the user of CRM who is actually wanting to create a record. But I’m only able to create record if the user of crm has System Administrator role.

Some block of code is added for better understanding:

public void Get(Guid userId)

 var proxy = new OrganizationServiceProxy(new Uri(c.ServiceUri), null, crmCredentials, null);
 proxy.EnableProxyTypes();
 var context = new OrganizationContext(proxy);

 // now setting caller id
 proxy.CallerId = userId;

 // generating order entity
 var t = new SalesOrder();
 t.Name = "Demo";
 .....
 ...
 .

 context.AddObject(t);
 context.SaveChanges(); // getting exceptions for normal user on save changes

Now my question is how to overcome the exception if the user of crm is not privileged with System Administrator role.

c# asp.net dynamics-crm

share|improve this question

edited Mar 24 at 21:23

Arun Vinoth

10.9k132974

asked Mar 24 at 14:25

Protap GhoshProtap Ghosh

243

add a comment | 

I am making a external service which will create a record in Order entity of Dynamics 365 with the default field(e.g: created by and some default fields) will be named after the user who wants to create.

For that I tried using the CallerId property on the OrganizationServiceProxy class. I am setting the CallerId property by the user of CRM who is actually wanting to create a record. But I’m only able to create record if the user of crm has System Administrator role.

Some block of code is added for better understanding:

public void Get(Guid userId)

 var proxy = new OrganizationServiceProxy(new Uri(c.ServiceUri), null, crmCredentials, null);
 proxy.EnableProxyTypes();
 var context = new OrganizationContext(proxy);

 // now setting caller id
 proxy.CallerId = userId;

 // generating order entity
 var t = new SalesOrder();
 t.Name = "Demo";
 .....
 ...
 .

 context.AddObject(t);
 context.SaveChanges(); // getting exceptions for normal user on save changes

Now my question is how to overcome the exception if the user of crm is not privileged with System Administrator role.

c# asp.net dynamics-crm

share|improve this question

edited Mar 24 at 21:23

Arun Vinoth

10.9k132974

asked Mar 24 at 14:25

Protap GhoshProtap Ghosh

243

public void Get(Guid userId)

 var proxy = new OrganizationServiceProxy(new Uri(c.ServiceUri), null, crmCredentials, null);
 proxy.EnableProxyTypes();
 var context = new OrganizationContext(proxy);

 // now setting caller id
 proxy.CallerId = userId;

 // generating order entity
 var t = new SalesOrder();
 t.Name = "Demo";
 .....
 ...
 .

 context.AddObject(t);
 context.SaveChanges(); // getting exceptions for normal user on save changes

share|improve this question

edited Mar 24 at 21:23

Arun Vinoth

10.9k132974

asked Mar 24 at 14:25

Protap GhoshProtap Ghosh

243

share|improve this question

edited Mar 24 at 21:23

Arun Vinoth

10.9k132974

asked Mar 24 at 14:25

Protap GhoshProtap Ghosh

243

edited Mar 24 at 21:23

Arun Vinoth

10.9k132974

edited Mar 24 at 21:23

Arun Vinoth

10.9k132974

asked Mar 24 at 14:25

Protap GhoshProtap Ghosh

243

asked Mar 24 at 14:25

Protap GhoshProtap Ghosh

243

2 Answers
2

active

oldest

votes

1

Verify if any of the security role assigned to that “normal user” has create privilege granted on minimum user level (orange pie) for “Order” entity (sales order) under “Sales” tab. I guess not.

Give that privilege & verify the same code execution.

share|improve this answer

answered Mar 24 at 21:21

Arun VinothArun Vinoth

10.9k132974

add a comment | 

0

Your code works fine as long as the user that you are setting as CallerId has the Sales Manager Security Role. The user you are logging in with must also have at least a Sales Manager Security Role and the Act on Behalf of Another User privilege that can be found under Business Management tab.

share|improve this answer

edited Mar 24 at 20:18

answered Mar 24 at 20:12

André CavacaAndré Cavaca

3401316

add a comment | 

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1

Verify if any of the security role assigned to that “normal user” has create privilege granted on minimum user level (orange pie) for “Order” entity (sales order) under “Sales” tab. I guess not.

Give that privilege & verify the same code execution.

share|improve this answer

answered Mar 24 at 21:21

Arun VinothArun Vinoth

10.9k132974

add a comment | 

1

Verify if any of the security role assigned to that “normal user” has create privilege granted on minimum user level (orange pie) for “Order” entity (sales order) under “Sales” tab. I guess not.

Give that privilege & verify the same code execution.

share|improve this answer

answered Mar 24 at 21:21

Arun VinothArun Vinoth

10.9k132974

add a comment | 

Verify if any of the security role assigned to that “normal user” has create privilege granted on minimum user level (orange pie) for “Order” entity (sales order) under “Sales” tab. I guess not.

Give that privilege & verify the same code execution.

share|improve this answer

answered Mar 24 at 21:21

Arun VinothArun Vinoth

10.9k132974

share|improve this answer

answered Mar 24 at 21:21

Arun VinothArun Vinoth

10.9k132974

answered Mar 24 at 21:21

Arun VinothArun Vinoth

10.9k132974

answered Mar 24 at 21:21

Arun VinothArun Vinoth

10.9k132974

0

Your code works fine as long as the user that you are setting as CallerId has the Sales Manager Security Role. The user you are logging in with must also have at least a Sales Manager Security Role and the Act on Behalf of Another User privilege that can be found under Business Management tab.

share|improve this answer

edited Mar 24 at 20:18

answered Mar 24 at 20:12

André CavacaAndré Cavaca

3401316

add a comment | 

0

Your code works fine as long as the user that you are setting as CallerId has the Sales Manager Security Role. The user you are logging in with must also have at least a Sales Manager Security Role and the Act on Behalf of Another User privilege that can be found under Business Management tab.

share|improve this answer

edited Mar 24 at 20:18

answered Mar 24 at 20:12

André CavacaAndré Cavaca

3401316

add a comment | 

Your code works fine as long as the user that you are setting as CallerId has the Sales Manager Security Role. The user you are logging in with must also have at least a Sales Manager Security Role and the Act on Behalf of Another User privilege that can be found under Business Management tab.

share|improve this answer

edited Mar 24 at 20:18

answered Mar 24 at 20:12

André CavacaAndré Cavaca

3401316

share|improve this answer

edited Mar 24 at 20:18

answered Mar 24 at 20:12

André CavacaAndré Cavaca

3401316

answered Mar 24 at 20:12

André CavacaAndré Cavaca

3401316

answered Mar 24 at 20:12

André CavacaAndré Cavaca

3401316