Custom workflow to find the logged in user role

Hi Folks,

Have you ever got a requirement to find the user role before running any logic using workflows, then this post is for you. Please continue reading.

If suppose, you got to have to run a workflow to validate some of the business scenarios using a workflow, then verifying the logged in user role is not possible using OOB workflow. In this case, you would need to get this up and running with the help of Custom workflow at first place and once the role is verified, you would need to trigger your OOB workflow logic.

Custom workflow design: The custom workflow accepts an mandatory output parameter which returns a bool value if the logged in user security role matches.

The code can be found at my GIT Hub, please check it out in case you want to implement the same requirement, you can pass in the input parameters or add any additional output parameters according to your business needs.

Then you would need build this assembly by signing it, next part would be to register in your CRM with the help of Plugin registration tool.

Later you can refer the same library in your OOB workflow as below..

And you nailed it…that’s it for today, please stay tuned and be safe..

Happy CRM’ing…




Author: Pavan Mani Deep Y

Technology geek who loves sharing my leanings, quick tips and new features on Dynamics 365 & related tools, technologies. An Azure IOT Enthusiast....

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