{"id":18920,"date":"2019-06-10T09:38:57","date_gmt":"2019-06-10T09:38:57","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=18920"},"modified":"2022-07-19T16:22:24","modified_gmt":"2022-07-19T10:52:24","slug":"filter-records-powerapps-based-on-the-owner-of-the-record-in-dynamics-365-ce","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/06\/filter-records-powerapps-based-on-the-owner-of-the-record-in-dynamics-365-ce\/","title":{"rendered":"Filter records in PowerApps based on the owner of the record in Dynamics 365 CE"},"content":{"rendered":"

Introduction<\/strong><\/h2>\n

In today\u2019s blog we will explore how to filter records in PowerApps of Dynamics 365 CRM based on the logged in user in the PowerApps.<\/p>\n

Now I have created a default Canvas app for Account entity. As you can see in below screenshot, the list contains all the account records belonging to different users:<\/p>\n

\"PowerApps<\/p>\n

Now we have to filter the records based on the logged in user in PowerApps. To achieve this please follow the below steps:<\/p>\n

1<\/strong>. Create a default Canvas app for appointment entity by using Dynamics 365 CRM. You can refer our previous blog here<\/a>.<\/p>\n

2<\/strong>. Now, edit the \u201cItem\u201d property of BrowseGallery:<\/p>\n

SortByColumns(<\/p>\n

Filter(<\/p>\n

Accounts,<\/p>\n

Owner = LookUp(<\/p>\n

Users,<\/p>\n

‘User Name’ = User().Email,<\/p>\n

User<\/p>\n

)<\/p>\n

),<\/p>\n

“emailaddress1”,<\/p>\n

“address1_city”,<\/p>\n

“name”,<\/p>\n

If(<\/p>\n

SortDescending1,<\/p>\n

Descending,<\/p>\n

Ascending<\/p>\n

)<\/p>\n

)<\/p>\n

Please see the screenshot below:<\/p>\n

\"PowerApps<\/p>\n

The above formula filters the account records by implementing the condition if ownerid is equal to the logged in user by using the function User() in PowerApps.<\/p>\n

The User() function in PowerApps returns the information as Email, Full Name and Image about current logged in user in PowerApps.<\/p>\n

You can refer this blog<\/a> to gets more details.<\/p>\n

3<\/strong>. Now log in to the other user and you will see the app contains those account records which belongs to the user:<\/p>\n

\"PowerApps<\/p>\n

Conclusion<\/strong><\/h2>\n

By implementing the above steps we can filter records of Dynamics 365 CRM in PowerApps based on the owner of the records.<\/p>\n

70% of global 2000 companies apply gamification to improve productivity and returns!<\/div><\/div><\/h2>\n

Gamifics365<\/a> <\/strong>\u2013 Spin the magic of games within Microsoft Dynamics 365 CRM to improve user adoption, enhance productivity, and achieve company goals!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction In today\u2019s blog we will explore how to filter records in PowerApps of Dynamics 365 CRM based on the logged in user in the PowerApps. Now I have created a default Canvas app for Account entity. As you can see in below screenshot, the list contains all the account records belonging to different users:\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":23728,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[38,44],"tags":[1881],"class_list":["post-18920","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft-powerapps","category-power-apps","tag-powerapps-dynamics-365"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/18920","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=18920"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/18920\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/23728"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=18920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=18920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=18920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}