Related lookups in Advanced Find filter

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Posted on by EdgeB

Hi Dynamics Community,

This is about advanced find filtering. When I, as system admin, go to advanced find and select something, the dropdown gives me a list of "Related" items:

But other people who are not system admin don't get this "Related" list under the "Fields" list.
What privileges do they need to be able to see and use Related?

I've googled but after an hour, I still haven't found anything. Please help me.

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Bipin D365 28,983 Moderator on at

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Hi,

They need to have Read access on Related Entity.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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EdgeB 25 on at

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Hi,

Thanks for your response! But I don't see "related entity".

Do you mean this?

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Bipin D365 28,983 Moderator on at

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Hi,

What I meant is - You need Read Access for Entities display under Related box.

Can you share screenshot of what user is seeing?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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EdgeB 25 on at

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Hi,

De user can see this:

So not even "Related" and nothing under it. They already have access to some entities related to it.

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Verified answer

Bipin D365 28,983 Moderator on at

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Hi,

Please ask your user to try in different browsers and also in private mode to check if this is browser issue or something else.

If it does not show up in another browsers then you should lodge support ticket to Microsoft.

Thanks,

Bipin

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EdgeB 25 on at

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Thanks!

The user updated to the latest version of Edge. It resolved the issue!

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