October 24, 2013

Dynamics CRM 2013 Mobile Apps (tablet and smartphone)

October 5, 2013

Get the current user inside a Workflow

Inside CRM 2011 Process editor it's not possible to get the current user, in some cases a reference can be necessary (specially for automated workflows) in order to set the right user when the workflow is used to create or assign records.
A Custom Workflow Activity can be created for this purpose, taking advantage of the InitiatingUserId property.
using System;
using System.Activities;
using System.Collections.Generic;
using System.Runtime.Serialization;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;

namespace WFUtils
    public class GetCurrentUser : CodeActivity
        [Output("Current User")]
        public OutArgument<EntityReference> CurrentUser { get; set; }
        protected override void Execute(CodeActivityContext context)
            IWorkflowContext workflowContext = context.GetExtension<IWorkflowContext>();
            CurrentUser.Set(context, new EntityReference("systemuser", workflowContext.InitiatingUserId));

After the Custom Activity is deployed using the Plugin Registration Tool, a new step is available

and the output parameter (Current User) can be used inside other steps