Sample: Impersonate using the ActOnBehalfOf privilege

Article
11/28/2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SDK\SampleCode\CS\GeneralProgramming\Authentication\ImpersonateWithOnBehalfOfPrivilege.cs

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

The user (impersonator) must have the ActOnBehalfOf privilege or be a member of the PrivUserGroup group in Active Directory.

Demonstrates

This sample shows how to impersonate another user by setting the CallerId property of the organization web service proxy.

Examples

Code snippets that highlight the important code are shown first, followed by the Complete example code.

Code snippet


// Connect to the Organization service. 
// The using statement ensures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
    // This statement is required to enable early-bound type support.
    _serviceProxy.EnableProxyTypes();

    CreateRequiredRecords();

    // Retrieve the system user ID of the user to impersonate.
    OrganizationServiceContext orgContext = new OrganizationServiceContext(_serviceProxy);
    _userId = (from user in orgContext.CreateQuery<SystemUser>()
              where user.FullName == "Kevin Cook"
              select user.SystemUserId.Value).FirstOrDefault();

    // To impersonate another user, set the OrganizationServiceProxy.CallerId
    // property to the ID of the other user.
    _serviceProxy.CallerId = _userId;

    // Instantiate an account object.
    // See the Entity Metadata topic in the SDK documentation to determine 
    // which attributes must be set for each entity.
    Account account = new Account { Name = "Fourth Coffee" };

    // Create an account record named Fourth Coffee.
    _accountId = _serviceProxy.Create(account);
    Console.Write("{0} {1} created, ", account.LogicalName, account.Name);

Complete example


using System;
using System.ServiceModel;
using System.Linq;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to impersonate another user with the on-behalf-of privilege and
    /// do basic entity operations like create, retrieve, update, and delete.</summary>
    /// <remarks>
    /// The system user account under which you run the sample must be part of the 
    /// Administrators group on your computer system so that this sample can create
    /// and use a second user account. You must also have the
    /// “Act on Behalf of Another User” privilege in Microsoft Dynamics CRM.
    /// 
    /// Note that the effective set of privileges for the operations performed will be the
    /// intersection of the privileges that the logged on (privileged) user possesses with
    /// that of the user that is being impersonated.
    /// 
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class ImpersonateWithOnBehalfOfPrivilege
    {
        #region Class Level Members

        private Guid _userId;
        private Guid _accountId;
        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method connects to the Organization service using an impersonated user
        /// credential. Afterwards, basic create, retrieve, update, and delete entity
        /// operations are performed as the impersonated user.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete
        /// all created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
        {
            try
            {
                // Connect to the Organization service. 
                // The using statement ensures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    CreateRequiredRecords();

                    // Retrieve the system user ID of the user to impersonate.
                    OrganizationServiceContext orgContext = new OrganizationServiceContext(_serviceProxy);
                    _userId = (from user in orgContext.CreateQuery<SystemUser>()
                              where user.FullName == "Kevin Cook"
                              select user.SystemUserId.Value).FirstOrDefault();

                    // To impersonate another user, set the OrganizationServiceProxy.CallerId
                    // property to the ID of the other user.
                    _serviceProxy.CallerId = _userId;

                    // Instantiate an account object.
                    // See the Entity Metadata topic in the SDK documentation to determine 
                    // which attributes must be set for each entity.
                    Account account = new Account { Name = "Fourth Coffee" };

                    // Create an account record named Fourth Coffee.
                    _accountId = _serviceProxy.Create(account);
                    Console.Write("{0} {1} created, ", account.LogicalName, account.Name);

                    // Retrieve the account containing several of its attributes.
                    // CreatedBy should reference the impersonated SystemUser.
                    // CreatedOnBehalfBy should reference the running SystemUser.
                    ColumnSet cols = new ColumnSet(
                        "name",
                        "createdby",
                        "createdonbehalfby",
                        "address1_postalcode",
                        "lastusedincampaign");

                    Account retrievedAccount =
                        (Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
                            _accountId, cols);
                    Console.Write("retrieved, ");

                    // Update the postal code attribute.
                    retrievedAccount.Address1_PostalCode = "98052";

                    // The address 2 postal code was set accidentally, so set it to null.
                    retrievedAccount.Address2_PostalCode = null;

                    // Shows use of a Money value.
                    retrievedAccount.Revenue = new Money(5000000);

                    // Shows use of a boolean value.
                    retrievedAccount.CreditOnHold = false;

                    // Update the account record.
                    _serviceProxy.Update(retrievedAccount);
                    Console.Write("updated, ");

                    // Delete the account record.
                    _serviceProxy.Delete(Account.EntityLogicalName, _accountId);
                    Console.WriteLine("and deleted.");

                    DeleteRequiredRecords(promptforDelete);
                }
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a second user that we will impersonate in our sample code.
            SystemUserProvider.RetrieveSalesManager(_serviceProxy);
        }

        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            // For this sample, all created records are deleted in the Run() method.
            // The system user named "Kevin Cook" that was created by this sample will
            // continue to exist on your system because system users cannot be deleted
            // in Microsoft Dynamics CRM.  They can only be enabled or disabled.
        }

        #endregion How To Sample Code

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                ImpersonateWithOnBehalfOfPrivilege app = new ImpersonateWithOnBehalfOfPrivilege();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
        #endregion Main method
    }
}