List users in Dynamics 365 field security profile

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Posted on 15 Oct 2019 08:12:02 by beckyjc

Hi,

Does anybody have a way of listing users (i.e. in order to send them an SMS and email) who are members of a particular Dynamics 365 field security profile? I'm new to flow and struggling to see any obvious way to do this but it feels like it should be possible.

Thanks,

Becky

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Business Process Flows

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abm abm 32,464 Most Valuable Professional on 16 Oct 2019 at 16:13:36

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Re: List users in Dynamics 365 field security profile

Hi @beckyjc

If you need any further help in this please let me know.

Thanks
beckyjc 4 on 15 Oct 2019 at 11:06:22

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Re: List users in Dynamics 365 field security profile

Hi @abm ,

Thank you for the detailed response, this looks to be exactly what I needed. Will try it ASAP and report back!

Thanks again,
Becky
abm abm 32,464 Most Valuable Professional on 15 Oct 2019 at 10:57:23

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Re: List users in Dynamics 365 field security profile

Hi @beckyjc

See below steps will explain how to retrive users from a specified field security level.

Here I am using a manual trigger. Then intialised a variable called SecurityProfile. This is used later for storing the GUID of specified field level security group. Here my group is called 'Special Group'. Next step we need to use the List records. Here I am using the filter query. Please see below steps.

Next step we need a loop to extract the value of the 'Special Group' Id (GUID). See below.

Next we need to retrieve all the users falls under the above field security group. Here I am using FetchXML query and I am mapping the above GUID for the filter. You can use ODATA for the filter as well. I am taking the easy route here 🙂

Next we need to pass the results. Here I am using Parse JSON.

Below is the JSON Schema.

{

"type": "object",

"properties": {

"@@odata.context": {

"type": "string"

},

"value": {

"type": "array",

"items": {

"type": "object",

"properties": {

"@@odata.etag": {

"type": "string"

},

"fullname": {

"type": "string"

},

"_businessunitid_value": {

"type": "string"

},

"systemuserid": {

"type": "string"

},

"ownerid": {

"type": "string"

}

},

"required": [

"@@odata.etag",

"fullname",

"_businessunitid_value",

"systemuserid",

"ownerid"

]

}

}

}

}

Next we need another loop to extract the user details. Here I am using a compose step to display Fullname of the users. In your case you need to find the email and add another step called email. Another method is collect all the emails of the users and send one email to all users.

Hope it make sense. If you need any more help please let me know.

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up.

Thanks