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Dynamics 365 Community / Blogs / Dynamics GP Land / SmartList Builder and SQL T...

SmartList Builder and SQL Tables/Views

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I am sure many of you already are aware of this, but I ran across a bit of an issue this week with what I thought should be a simple deployment of a SmartList Builder item. Here are the steps I went through....
  1. Created two views in SQL based on a combination of GP and custom tables
  2. Granted access to the views for SmartList Builder, Tools>>SmartList Builder>>Security>>SQL Table Security
  3. Created my Smartlist, Tools>>Smartlist Builder>>Smartlist Builder
  4. Tested by Smartlist, all looked good
  5. Deployed views to client site
  6. Exported Smartlist Builder to XML
  7. Imported to client site
  8. Granted access to the views for SmartList Builder at the site
  9. Error when viewing Smartlist, "You do not have security privileges to view all of the tables used in this SmartList"
  10. Follow steps in KB Article #967731 to configure a Security Task and Security Role that includes the operation Smarlist Builder\Smartlist Builder Permissions\Smartlist Builder\View Smartlists with SQL Tables
  11. Still get error
  12. Grant DYNGRP SELECT Permissions on both views
  13. Still get error
  14. Run Grant.SQL
  15. Still get error

Ugh. And the error happened for both regular users and sa. So what was the issue? Well, you have to have the permissions set BEFORE you import the XML file. So make sure you have those steps completed before you do your import, I did not narrow it down but I would think steps 8, 12, and 14 would be important. But I would do 8, 10, 12, and 14 just to be safe.

Once I had the permissions set, and then imported the XML file, all was good :) It seems that it does not recognize the permissions fully if they are set afterwards.

Happy holidays to all!


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