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Finance | Project Operations, Human Resources, ...
Answered

Where to control Advanced Filter "Add table join" permission

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Posted on by 65
Hello everyone, 
 
I'm trying to utilize the advanced filter to extract specific data, but the option to /+Add table join/ is currently inactive. Can anyone provide information on where to define the Role/Duty/Privilege to enable this feature on specific users?
 
 
 
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at
    Hi James,
     
    Options for using this advanced query editor are part of the basic system user role. Is it still inactive when you select an actual table node, like Vendors? The selection is now on the main node where the buttons are disabled. You first need to select a particular table to be able to add another table join.
  • Verified answer
    Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    The ability to add table joins in advanced filters is generally not directly controlled by specific roles, responsibilities, or permissions. You need to expand the selected table and click add table join.

    In addition, this blog explains how to use advanced filters for your reference.
    https://dynamics-tips.com/how-to-use-advanced-filter-d365-finance-and-operations/
    Best Regards,
    Hana

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