Finance | Project Operations, Human Resources, ...

Updating Benefits Tables

(3) Share

Report

Posted on by JS-10060954-0

Hi everyone,

I'm using D365 HR and having a nightmare manually updating the benefits - I have been able to download the excel to update and then publish, however when I do, the "Publish" is greyed out - I have spoken to IT and they said its NOT a user level issue and I just can't edit the table? Is there another way anyone knows?

I also worry how is Power Automate / apps going to edit the tables If I can't on a simple export / upload of excel?

Thanks in advance.

Jed

Categories:

Dynamics 365 Human Resources

I have the same question (0)

All responses (4)

Answers (0)

Sort by

Suggested answer

Shaluma 369 on at

Like
a
(1)

Report
Copy link

Link copied!

Hi,

You can go to the design mode and add all fields, Pls click to refresh the data Publish button is enable, you can edit data directly in Excel.

Table is Read-Only

To open the data entity in Visual Studio and check the properties of the entity:
Set IsPublic = YesEnsure the property Data Management Enabled = YesConfirm that the CRUD (Create, Read, Update, Delete) operations are not explicitly blocked on that entity.

Power Automate and Power Apps

No, they will not face the same barrier, provided they are set up correctly.

The Excel Add-in depends entirely on the exact visual layout of your spreadsheet columns to map data. If a column is missing from your screen,

In contrast, Power Automate and Power Apps interact directly with the Microsoft Dataverse or D365 OData web APIs.

When Power Automate requests an update, it talks directly to the backend database.It automatically passes the required background keys ( RecId ) without needing a human to add them to a spreadsheet layout.As long as the service account running your cloud flows has the correct security roles, it will successfully edit and update the tables without touching the broken Excel template.

Thanks,

If you found it helpful, please consider marking it as verified — it may be useful for others in the future!

Was this reply helpful? Yes No
Suggested answer

Deepak Agarwal 9,146 on at

Like
a
(0)

Report
Copy link

Link copied!

Hello,

pl check if you are using same user as in D365 and same user is login in excel.

Also check your access in system once.

Was this reply helpful? Yes No
LC-27060859-0 16 on at

Like
a
(0)

Report
Copy link

Link copied!

Hi

You have to select all the fields from the entity in your Excel file.
After that, it will be possible to publish the changes.

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 306,376 Super User 2026 Season 1 on at

Like
a
(1)

Report
Copy link

Link copied!
Hi,

I checked the Data entity where it is not set to read only. The publish button should be enabled, but can be disabled by two settings:

The Excel sheet does not have all primary field columns. Check which fields are not included. You can add them using the designer.

The user does not have write permissions on the data entity.

Services like Power Automate use the same technology for reading and updating data. The Excel add-in and Power platform connector both interact via OData. You then also need to provide all key field values and you need to have write permissions via security settings on the data entity.

Was this reply helpful? Yes No