Impersonate another user


Applies To: Dynamics CRM 2013

Impersonation is used to execute business logic (code) on behalf of another Microsoft Dynamics CRM user to provide a desired feature or service using the appropriate role and object-based security of that impersonated user. This is necessary because the Microsoft Dynamics CRM Web services can be called by various clients and services on behalf of a Microsoft Dynamics CRM user, for example, in a workflow or custom ISV solution. Impersonation involves two different user accounts: one user account (A) is used when executing code to perform some task on behalf of another user (B).

Required privileges

User account (A) needs the privilege prvActOnBehalfOfAnotherUser, which is included in the Delegate role.

Alternately, for Active Directory directory service deployments only, user account (A) under which the impersonation code is to run can be added to the PrivUserGroup group in Active Directory. This group is created by Microsoft Dynamics CRM during installation and setup. User account (A) does not have to be associated with a licensed Microsoft Dynamics CRM user. However, the user who is being impersonated (B) must be a licensed Microsoft Dynamics CRM user.

The actual set of privileges that is used to modify data is the intersection of the privileges that the Delegate role user possesses with that of the user that is being impersonated. In other words, user A is allowed to do something if and only if user A and the impersonated user (B) have the privilege necessary for the action.

Impersonate a user

To impersonate a user, set the CallerId property on an instance of OrganizationServiceProxy before calling the service’s Web methods.

See Also

Authenticate users with Microsoft Dynamics CRM 2013 web services
Implement single sign-on from an ASPX webpage or IFRAME
Security role and privilege reference
Privileges not associated with an entity
How role-based security can be used to control access to entities in Microsoft Dynamics CRM 2013
Sample: Impersonate using the ActOnBehalfOf privilege