Is there a straightforward way of determining which users have access to a record in a Dataverse table, from (e.g.) Power Automate?
Considering the complex permission structure of Dataverse (Owner / Role / Shared / Hierarchy access), it can be difficult to track permissions. I was wondering if there was a simpler way to check this (e.g. an API call)?
Thanks,
Rob.
Hi @RobHardy
Oh wow. 😀
You could perhaps write a blog post about it and share it on LinkedIn as I'm sure there'll be many people out there who could benefit from your experience.
Being purely functional and without any tech background, I naturally tend to look for solutions that don't involve code. Having said that, albeit manual, I'm glad my clue led you to your own discovery path. You could in fact mark it as a solution too as you're allowed to mark more than one answers as a solution.
Kind regards
Gulshan
Thanks anyway, @gulshankhurana - you did give me a clue on how to solve this. I used the Check Access tool along with the browser's developers' tools, and found that it was submitting a number of Fetch XML queries. This one lists users with access to the record via security roles:
In order to get this working in a flow, a few changes were needed:
There were three other Fetch XML queries, one listing teams with access, one listing application users, and one listing users with access via the Share functionality.
Hi @RobHardy
I'm sorry, I am not aware if/how it is possible to achieve programmatically.
Kind regards
Gulshan
Please give it a thumbs up 👍🏻 if you appreciate my efforts.
If my answer helped you resolve your issue then please also mark it as a solution ✅ so that it helps others experiencing the same problem.
Thanks, @gulshankhurana,
Do you know if there's a way of doing this programmatically, though? There are use-cases where checking manually isn't practical, such as synchronising permissions between Dataverse and SharePoint.
Hi @RobHardy
There is a 'Check Access' button available on forms which an provide this information you seek.
There's also a tool in xrmtoolbox 'Access Security Roles' you can use.
https://www.xrmtoolbox.com/plugins/AccessSecurityRoles/
Kind regards
Gulshan
Please give it a thumbs up 👍🏻 if you appreciate my efforts.
If my answer helped you resolve your issue then please also mark it as a solution ✅ so that it helps others experiencing the same problem.
WarrenBelz
791
Most Valuable Professional
MS.Ragavendar
410
Super User 2025 Season 2
mmbr1606
275
Super User 2025 Season 2