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How to handle server methods in D365

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Posted on by Maen.Moutaz

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Hello All,

I am using a standard class in my code but this class need System admin role to use it, if you don't have System admin the method will jump to the "catch" statement and give you the error written there . The class name "DocuTemplateRender" method renderTemplateToStream ,so my question how I can add this class and method to a security role in D365 FF&O.

Any help would be appreciated

Thanks

Maen.M

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ergun sahin 8,816 Moderator on at

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RE: How to handle server methods in D365

I can't be considered an expert when it comes to security, but if I'm not mistaken, you can't add classes to privilage in 365. You should be able to add your Class's menuItem.

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OsmanIstanbul 2,816 on at

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RE: How to handle server methods in D365

Hi,

you can add your method on aot, navigate to AOT node at Security > Privileges > YourPrivilege > Permissions > Server Methods > YourServerMethod.,

Best Regards.

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Maen.Moutaz 239 on at

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RE: How to handle server methods in D365

Hi Ergün Şahin,

You mean add the class to a menuitem then add it the privilege, because this class don't have menuitem.

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Maen.Moutaz 239 on at

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RE: How to handle server methods in D365

Hi Osman Akgündüz ,

this can be done in AX2012 I'm using D365 FF&O there is no server methods in it

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OsmanIstanbul 2,816 on at

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RE: How to handle server methods in D365

Hi,

Did you try to add it as a reference to the security key?

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ergun sahin 8,816 Moderator on at

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RE: How to handle server methods in D365

I don't think the error was caused by the Class itself. Can you share the error?

If I remember correctly, many of the methods of this class were using the DocuTemplate table. The error may be caused by this table.

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OsmanIstanbul 2,816 on at

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RE: How to handle server methods in D365

As Ergun mentioned you must add your class to an action menu item then add to the key on the above screen.

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Dynamics Community 101 on at

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RE: How to handle server methods in D365

Hi Ma'en Moutaz,

As Osman mentioned, you must create an action menu item for the class than add that menu item to the privileges

and than add that privilege to the desired role.

Regards,

Atul Yadav

dynamicscommunity101.blogspot.com

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Maen.Moutaz 239 on at

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RE: How to handle server methods in D365

Dear Osman Akgündüz and Ergün Şahin

I have tried the service operation with no luck

and i have tried to add the class to actionmenu item but i got error on build that this class doesn't contain "Main" method

Also i have tried adding the DocuTemplate table to the privilege no luck .

Ergün the error is from the catch in my method.

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ergun sahin 8,816 Moderator on at

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RE: How to handle server methods in D365

Since it is not called from the Class menuItem, there is no logic to make a new menuItem.

As I have already written, I don't think the issue is about the security of the class. These classes contain many structures that will require authorization. It is difficult to say anything for sure, because you do not share the error you received, and the codes you received the error.

If the error seems meaningless, you can check it with Debug or check why it fell into catch in the code.

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