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Which Entity / Field shows the Business Units that a record has been shared with?

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Posted on by JonClay

Hi everyone

My employer has 26 Business Units within Dynamics, and records are shared between these Unit. My personal record is shared with around of these Business Units.

However, when I view my record (in SQL or Power BI) by looking at the Contact Entity, I can only find details of the Owning Business Unit. Where would I need to look for details of the other Business Units that my record is shared with?

I've looked at this article - https://www.linkedin.com/pulse/dynamics-365-view-shared-records-hussein-fawzy/ - but cannot find the POA table when using SQL or Power BI.

Many thanks
Jon

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Bipin D365 28,985 Moderator on at

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Hello,

I am able to query POA table using SQL4CDS plugin in XRMToolbox.

www.xrmtoolbox.com/.../

Select * FROM principalobjectaccess where objectid="cfa89936-0154-ec11-8f8e-6045bd733548"

objectid -> Your Contact Record ID

You will get UserId/TeamId in response, now to get the BU you will need to do join with systemuser/team table.

/*For User*/

Select * FROM principalobjectaccess p
inner join systemuser s on p.principalid=s.systemuserid
where p.objectid="cfa89936-0154-ec11-8f8e-6045bd733548" and p.principaltypecode="systemuser"
/*For Team*/

Select * FROM principalobjectaccess p
inner join team t on p.principalid=t.teamid
where p.objectid="cfa89936-0154-ec11-8f8e-6045bd733548" and p.principaltypecode="team"

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Bipin D365 28,985 Moderator on at

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Hi,

To query POA table from Power Bi, I tried below approach and it is working -

Open Power BI Desktop->Get Data->Power Platform->Common Data Service (Legacy)->Provide Service URL/CRM URL->Select POA as highlighted below from System entities

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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JonClay on at

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Hi there

Many thanks for your reply.

Unfortunately I'm getting the following error when I try to sigin to CDS:

Do you know why this could be?

Many thanks
Jon

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Bipin D365 28,985 Moderator on at

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Hi,

Check if you are providing correct password?

Also, try with different User account. Have you enabled MFA on your user account?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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