RetrieveSharedPrincipalsAndAccess Function

Retrieves all security principals (users or teams) that have access to, and access rights for, the specified record.


Parameters allow for data to be passed to the function.

Name Type Nullable Unicode Description
crmbaseentity False True The record for which security principals(users or teams) have access.

Return Type

Type Nullable Description
RetrieveSharedPrincipalsAndAccessResponse False The RetrieveSharedPrincipalsAndAccess function returns the following value.


Use the RetrieveSharedPrincipalsAndAccess function with the following entity types:

Name Display Name Description
account Account Business that represents a customer or potential customer. The company that is billed in business transactions.
activityfileattachment Activity File Attachment Attachment entity with data stored in file type attribute
annotation Note Note that is attached to one or more objects, including other notes.
appnotification Notification Notification to be provided to a user.
appointment Appointment Commitment representing a time interval with start/end times and duration.
bot Chatbot Represents a Power Virtual Agents Chatbot.
botcomponent Chatbot subcomponent Holds key authoring components of a Chatbot such a topics, entities, variables, etc.
canvasapp Canvas App An application built through a canvas-based editing experience.
category Category Entity for categorizing records to make it easier for your customers to find them on portals and through search.
connection Connection Relationship between two entities.
connectionreference Connection Reference
connector Connector Connector Entity to support Solutioning Integration
contact Contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
conversationtranscript ConversationTranscript Contains the transcripts of conversations between participants such as customers, Virtual Agents or Human agents.
customapi Custom API Entity that defines a custom API
customapirequestparameter Custom API Request Parameter Entity that defines a request parameter for a custom API
customapiresponseproperty Custom API Response Property Entity that defines a response property for a custom API
datalakefolder Data Lake Folder A folder is a place to store data in Azure Data Lake.
datalakefolderpermission Data Lake Folder Permission
duplicaterule Duplicate Detection Rule Rule used to identify potential duplicates.
email Email Activity that is delivered using email protocols.
emailserverprofile Email Server Profile Holds the Email Server Profiles of an organization
environmentvariabledefinition Environment Variable Definition Contains information about the settable variable: its type, default value, and etc.
environmentvariablevalue Environment Variable Value Holds the value for the associated EnvironmentVariableDefinition entity.
exportsolutionupload ExportSolutionUpload
fax Fax Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document.
feedback Feedback Container for feedback and ratings for knowledge articles.
flowmachine Flow Machine
flowmachinegroup Flow Machine Group
flowsession Flow Session Entity to store the information that is generated when a modern flow or UI flow runs.
goal Goal Target objective for a user or a team for a specified time period.
goalrollupquery Rollup Query Query that is used to filter the results of the goal rollup.
import Data Import Status and ownership information for an import job.
importfile Import Source File File name of file used for import.
importmap Data Map Data map used in import.
keyvaultreference KeyVaultReference KeyVaultReference entity
knowledgearticle Knowledge Article Organizational knowledge for internal and external use.
knowledgebaserecord Knowledge Base Record Metadata of knowledge base (KB) articles associated with Microsoft Dynamics 365 entities.
letter Letter Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.
mailbox Mailbox
mailmergetemplate Mail Merge Template Template for a mail merge document that contains the standard attributes of that document.
managedidentity ManagedIdentity ManagedIdentity entity
msdyn_aibdataset AI Builder Dataset
msdyn_aibdatasetfile AI Builder Dataset File
msdyn_aibdatasetrecord AI Builder Dataset Record
msdyn_aibdatasetscontainer AI Builder Datasets Container
msdyn_aibfile AI Builder File
msdyn_aibfileattacheddata AI Builder File Attached Data
msdyn_aiconfiguration AI Configuration
msdyn_aifptrainingdocument AI Form Processing Document
msdyn_aimodel AI Model
msdyn_aiodimage AI Object Detection Image
msdyn_aiodlabel AI Object Detection Label
msdyn_aiodtrainingboundingbox AI Object Detection Bounding Box
msdyn_aiodtrainingimage AI Object Detection Image Mapping
msdyn_aitemplate AI Template
msdyn_analysiscomponent Analysis Component
msdyn_analysisjob Analysis Job
msdyn_analysisresult Analysis Result
msdyn_analysisresultdetail Analysis Result Detail
msdyn_dataflow Dataflow
msdyn_federatedarticle Knowledge Federated Article
msdyn_kalanguagesetting Knowledge article language setting Allows you to select default language for knowledge authoring.
msdyn_kmfederatedsearchconfig Search provider
msdyn_knowledgearticleimage Knowledge Article Image
msdyn_knowledgearticletemplate Knowledge Article Template Organizational Knowledge Article Template for Internal and external creation of Knowledge Articles.
msdyn_knowledgeinteractioninsight Knowledge Interaction Insight Knowledge Interaction Insight
msdyn_knowledgepersonalfilter Knowledge search personal filter config Allows you to configure and manage personal filter settings.
msdyn_knowledgesearchfilter Knowledge search filter Allows you to configure and manage filter settings.
msdyn_knowledgesearchinsight Knowledge Search Insight Knowledge Search Insight
msdyn_pminferredtask PM Inferred Task
msdyn_pmrecording PM Recording
msdyn_richtextfile Rich Text Attachment Image or file attached to a rich text field
msdyn_serviceconfiguration Service Configuration
msdyn_slakpi SLA KPI
msdyn_solutionhealthrule Solution Health Rule
msdyn_solutionhealthruleargument Solution Health Rule Argument
msdynce_botcontent BotContent
personaldocumenttemplate Personal Document Template Used to store Personal Document Templates in database in binary format.
phonecall Phone Call Activity to track a telephone call.
processsession Process Session Information that is generated when a dialog is run. Every time that you run a dialog, a dialog session is created.
processstageparameter ProcessStageParameter
queue Queue A list of records that require action, such as accounts, activities, and cases.
recurringappointmentmaster Recurring Appointment The Master appointment of a recurring appointment series.
report Report Data summary in an easy-to-read layout.
sharepointdocumentlocation Document Location Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365.
sharepointsite SharePoint Site SharePoint site from where documents can be managed in Microsoft Dynamics 365.
sla SLA Contains information about the tracked service-level KPIs for cases that belong to different customers.
slakpiinstance SLA KPI Instance Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case
socialactivity Social Activity For internal use only.
socialprofile Social Profile This entity is used to store social profile information of its associated account and contacts on different social channels.
stagesolutionupload StageSolutionUpload
task Task Generic activity representing work needed to be done.
template Email Template Template for an email message that contains the standard attributes of an email message.
userform User Dashboard User-owned dashboards.
userquery Saved View Saved database query that is owned by a user.
userqueryvisualization User Chart Chart attached to an entity.
workflow Process Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed.
workflowbinary Workflow Binary

See also