10 Apr’18

D365 GeneralFilter records in PowerApps based on the current user of Dynamics CRM

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.

Written by

Vaishali Vyas

Software Engineer

2 thoughts on “Filter records in PowerApps based on the current user of Dynamics CRM”

  1. Hi there Vaishali Vyas,

    Thanks for the article. It all looks straight forward, but when I complete the query on my environment I get a blue dot and it doesn’t work. Is this around the delegation elements I’ve read about? How did you / can you get around this?

    Thanks!

    1. Hi Francois,

      We have checked and didn’t encountered any such issue. Please check by login with different user and let us know if you are still facing such issue.

      Or, try with Office 365 users data source-
      1. Add office 365 Users data sources
      2. Change the Text property of Label to : LookUp(Users,internalemailaddress=Office365Users.MyProfile().Mail,systemuserid)
      3. Also check that you are getting value in Label or not.

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