Excel Add-In Budget Import Works Only for Sysadmin Role

Dynamics 365 for Finance and Operations/AX Developer Forum
1

Hi,

We have configured BudgetImport port to work with excel add-ins. Configuration instructions:

blogs.msdn.com/…/importing-a-budget-via-the-excel-add-in.aspx

It’s possible to upload budget only when using the sysadmin role. I’ve created a new privilege, copied all server methods from BudgetTrunsactionService, assigned the new privilege to a new role and then assigned that role to our test user. It still didn’t work. Enabled logging. Here are errors:

  • Access to the Date field is not possible.
  • Access to the BudgetModelId field is not possible.
  • Access to the BudgetTransactionCode field is not possible.
  • Access to the PrimaryLedger field is not possible.
  • No ‘Add’ access to datasource BudgetTransHeaderAccess to the Comment field is not possible.
  • Access to the Date field is not possible.
  • Access to the LedgerDimension field is not possible.
  • No ‘Add’ access to datasource BudgetTransLine
  • Datasource AccountStructure not in query AxdBudgetTransaction.

I’ve checked server methods and they have privileges containing BudgetTransactionHeader and BudgetTransactionLine tables with the above fields. Not sure about lines highlighted in bold. Does any one have suggestions how to allow non-sysadmin users perform the upload?

2

Actually, creating that privilege and a role for test user worked. It took sometime to kick in even after clearing caches and logging out / in. Also, I re-added server methods for budgetimport service to address previous faulted state error.