Getting Current User Details In Canvas Apps

Requirement

While working on the Canvas app sometimes we want to get user details like name, email or other details. We can use these details depending on the requirement. Today we are going to discuss how we can fetch user details in three different ways. 

 

Details

This article assumes you have basic knowledge of the Canvas app, if you are new to it, you can refer to  this KB to get started.

 

While working with Canvas app we can get user information from different sources, such as using default user method, Office 365 or using other databases which have user tables. Today we are going to discuss how we can fetch user details from User method, Office 365 and Dynamics 365, so let’s see how we can get these details.

 

Using User method

In Canvas apps we can use User() method to get the following three details:

 

Full Name : User().FullName
Email : User().Email
Image : User().Image

 

So if we can place an image control and labels we can use the above formula like below:

 

 

So if I check these details for my user, I am getting details like below:

Using Office365 Connector

Now, if we want to fetch some other details we can also use Office365Users connector. We can fetch the details based on the current user email address like following

Office365Users.UserProfileV2(User().Email).companyName

 

You can get information which is filled in the Azure portal, in the below screenshot I am fetching this information from Office365.

Using CDS/Dynamics 365 CE User Entity

Now it we want to get these details from Dynamics 365 user entity,  first we need to add a connection to user entity. This will provide access to all the users but we want to see details for the current user, so again we can filter it based on the current user email.

 

Let’s say we have the following custom field called user type in the system and we want to show this field value in our canvas app.

 

 

Let’s first create a variable and set it using the following formula.

 

 

I am using the above formula which will get D365 CE user based on its domain name and then we can use the following formula in the text of the label control like the following:

 

 

Now if I run my app I will see the following details:

 

 

In the above image, the details are fetched using above 1.2 and 3 option. 

 

Summary

We can use the above options to get different information about the current logged-in user. This is helpful when you want to show/hide controls based on the current user.

 

I hope it will help someone!

Keep learning, keep sharing!