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Simplify Dynamics 365 Privileges with RetrieveUserSetOfPrivilegesByIdsRequest

Inogic Profile Picture Inogic 1,043 Super User 2025 Season 1
Verifying user privileges in Dynamics 365, such as access to prvReadQuote for compliance or operational purposes, often involves identifying which users hold specific privileges. Initially, a complex FetchXML query was used to retrieve this data, but it posed significant challenges:

The FetchXML was large, hard to maintain, and error-prone due to its multiple joins and filters.
It performed poorly on large datasets, especially in our organization with thousands of users and complex security roles.
Updating the query to include new privileges was time-consuming and required frequent maintenance.
While exploring alternatives for this, the RetrieveUserSetOfPrivilegesByIdsRequest class in Microsoft.Crm.Sdk.Messages was discovered. This request lets you retrieve privilege data directly by UserId and PrivilegeIds, making the process faster and far easier to maintain, eliminating the need for FetchXML.

In this blog, you’ll learn how you can use this request to streamline your workflow, understand its key components (UserId, PrivilegeIds, and RolePrivileges), see the code used to replace the FetchXML, and discover the benefits you can gain.

Approach: Replacing FetchXML with RetrieveUserSetOfPrivilegesByIdsRequest

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