Filter records in PowerApps based on the current user of Dynamics CRM

Posted On April 10, 2018 by Admin Posted in 

Starting from sales until delivery, Microsoft Dynamics 365 offers successful deployment of various business processes. The partners of Microsoft Dynamics 365 list the apps in the app source developed for a specific business need or for a particular business vertical hence showing their expertise. The dynamics 365 application development team has experts who are specialized in developing sophisticated business apps for their partners.

The entire lifecycle of the business is supported through Microsoft Dynamics 365 right from developing the apps to listing them in the AppSource and giving support which lets you focus on the core business strategies instead of things which are less important. The qualified team of experts understand your requirements initially and then further work on improving each and every aspect of your business

Introduction:

This blog explains how to Filter records in PowerApps based on the current user of Dynamics CRM.

Steps to be followed:

Step 1: Add user entity.

    • For that go to View –> Data sources –> Select Dynamics 365 connection.
    • Select user entity –> click on connect.

Step 2:  Now select Browse Screen and add Label control on Browse screen.

  • Set its visible property to false.

  • Set Text property to:
LookUp(Users,internalemailaddress=User().Email,systemuserid)

Step 3:  Select Browse Gallery and set its Items Property to :

Search(Filter(Cases,_ownerid_value = Label1.Text), TextSearchBox1.Text, "description")

(Here Label1 is the name of Label which we have added in previous step && _ownerid_value stores the owner of that particular case record)

I have selected _ownerid_values because owner field stores the user value according to which we want to filter the case records.

By following above steps you will be able to filter records based on current user.


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