web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Security role needed t...
Customer experience | Sales, Customer Insights,...
Answered

Security role needed to download FetchXML for personal views

(1) ShareShare
ReportReport
Posted on by B. K. 56
Hello,
 
I've got a problem when trying to edit filters in an entity-overwiew.
I've been trying to download FetchXML's for my saved views in a test tenant. 3 months ago, this worked fine, but now, there isn't even an option appearing where I can download them as a "normal" user (not Admin, in my case "Alan Steiner"). I'd like to know what user-roles I need to assign to get the "Download FetchXML" option back.
 
See attached files to understand what option is meant
 
Thanks in advance for answering my question :)
 
PS.: I apologize if categories or forum are wrong. Please edit this post accordingly.
 
Best regards
Edit Filter as System Administrator.png
Edit filter as Alan Steiner.png
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
I have the same question (0)
  • Verified answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

    My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.
    The "Download FetchXML" option is only available to users with specific security roles. If you're unable to see this option, it's likely due to missing permissions. To restore access, follow these steps:

    1. Required Security Roles

    To download FetchXML for personal views, the user must have:

    • System Administrator or System Customizer role (full access)
    • OR the following specific privileges assigned to a custom security role:
      • Core Records → Saved Views: Read, Write, Assign, Append
      • Customization → View Definition: Read, Write
      • Customization → Entity: Read

    2. Assign Permissions in Power Platform Admin Center

    1. Navigate to Power Platform Admin Center (https://admin.powerplatform.microsoft.com/).
    2. Select the Environment where the issue occurs.
    3. Go to Settings → Users + Permissions → Security Roles.
    4. Locate the affected user (Alan Steiner).
    5. Add the System Customizer role or modify an existing role by:
      • Editing Saved Views under the Core Records tab.
      • Granting Read access to View Definition under Customization.
    6. Save and apply changes.

    3. Refresh and Test

    • Have the user sign out and sign back in.
    • Open Advanced Find (Ctrl + Shift + Q) → Select View → Download FetchXML.

    Additional Notes

    • If the user previously had access, check if recent security role changes or Dataverse updates removed permissions.
    • Ensure the user isn't restricted by Teams or Business Unit hierarchy settings.
  • B. K. Profile Picture
    B. K. 56 on at
    @Saif Ali Sabri thank you for answering. I have assinged all these roles - and even granted full access for all said roles - logged out and in again, but it still won't show the download FetchXML option. Is there anything else, something super obvious, I could be missing? I feel like this problem shouldn't be much of an issue, but I've been searching for a solution for 3 hours now. I've even assigned the System Admin role, which (obviously) did work, but now he's back to the User Role "Sales Manager"
  • Verified answer
    B. K. Profile Picture
    B. K. 56 on at
    So I've got a solution now. Whe you are in the power platform admin center, you go to the Security roles. There you switch to the tab "miscellaneous privileges"  - as shown in the attached picture - and switch to "Enable Download Fetch XML". There you can activate the privilege.
     
     
    Miscellaneous privileges.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 98

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 60 Super User 2025 Season 2

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans