CRM 2011 : Security Role permissions to save Advanced Find View as a Personal View

Sometimes users run into an issue that they cannot save an Advanced Find View as a Personal View.

If  "Save" and "Save As" buttons are greyed out for the user(s) in an Advanced Find window as shown in this screen shot then follow the post.

 

Normally it will happen if you are using a custom security role and this permission was missed out because most of the OOTB security roles grant these rights anyway.


To grant permissions, you will need to update the respective security role.

You will see SavedQuery entity under core tab on the security role and grant permissions as shown below.

Once you have updated the security role, users will now be able to save Advanced Find View as a Personal View on an entity.