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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Answers (1)

EdgeB 25 on at

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RE: Related lookups in Advanced Find filter

Thanks!

The user updated to the latest version of Edge. It resolved the issue!
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Bipin D365 28,961 Moderator on at

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RE: Related lookups in Advanced Find filter

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
EdgeB 25 on at

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RE: Related lookups in Advanced Find filter

Hi,

De user can see this:

So not even "Related" and nothing under it. They already have access to some entities related to it.
Bipin D365 28,961 Moderator on at

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RE: Related lookups in Advanced Find filter

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/
EdgeB 25 on at

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RE: Related lookups in Advanced Find filter

Hi,

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

Do you mean this?
Bipin D365 28,961 Moderator on at

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RE: Related lookups in Advanced Find filter

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/