How to edit needed access level property on a menu item in AX 2012

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Posted on by Vaishnavi

Hi All,

I created a menu item and added it to the Purchase order details form. Usually, I create Security Privileges, Duties, and add it to the appropriate roles.

This time, I actually wanted to give access to all users that have access to this form. so I did not create any security objects, Instead, I wanted to edit the property "NeededAccessLevel" to "No Access".

As mentioned here: https://docs.microsoft.com/en-us/dynamicsax-2012/developer/menu-items-best-practices

But when I try to do this, I see that the option is set to "view" by default and greyed out. How can I change this?

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Jay Barot 1,502 on at

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RE: How to edit needed access level property on a menu item in AX 2012

Hi Vaishnavi,

Thanks for the feedback. Can you mark the answer(s) as verified which helped you? It will help other community members too.
André Arnaud de Cal... 294,715 Super User 2025 Season 1 on at

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RE: How to edit needed access level property on a menu item in AX 2012

Hi Vaishnavi,

Thanks for the feedback. Can you mark the answer(s) which helped you? The question will then get the status answered.
Vaishnavi 47 on at

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RE: How to edit needed access level property on a menu item in AX 2012

Thank you very much, I appreciate your help and Now, I understood the concept clearly.

I have added the menu item into the privileges following the security best practices.
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Jay Barot 1,502 on at

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RE: How to edit needed access level property on a menu item in AX 2012

Hi Vaishnavi,

NeededAccessLevel = View is default property for all menu items (Actions,Display,Output). We can't change this to NoAccess or edit,etc. If you don't want to create new privilege for this menu item and want to give access to all users who have access of the form, so best practice is add this menu item as new entry point to same privilege used for this form.

For security purpose/user access control it is best practice to create privilege for menu items. Also you can define the access level in entry points as per your requirement in privilege.

Hope your doubts will be cleared after reading this all replies.
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André Arnaud de Cal... 294,715 Super User 2025 Season 1 on at

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RE: How to edit needed access level property on a menu item in AX 2012

Hi Vaishnavi,

Your understanding is not correct. Every menu item should be part of a privilege. It is not correct to assume when it is part of another form that you will have inherited access.

It is different for form button controls without a menu item. Then you it will be visible unless you have set NeededPermission property to another value.

So a menu item (display, action or output) should always be linked via a privilege.
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nmaenpaa 101,158 Moderator on at

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RE: How to edit needed access level property on a menu item in AX 2012

Did you actually test it?

Anyway you should assign it to a privilege because that's a best practice.
Vaishnavi 47 on at

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RE: How to edit needed access level property on a menu item in AX 2012

Thank you Nikolaos,

I also assumed the same thing! If I don't add the menu item to any privilege, any user who has access to the form should have access to the menu item, but the users are unable to see the menu item.
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nmaenpaa 101,158 Moderator on at

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RE: How to edit needed access level property on a menu item in AX 2012

All users who have access to this form have at least "View" access.

Anyway, in AX2012 if you don't put your menu item in a privilege, all users have access to it anyway.

On the other hand, in D365 only administrators can access such menu items.

In order to minimize your work when upgrading to D365 one day, and in order to comply with Microsoft best practices, all menu items should be part of a privilege. Just put it in the same privilege that already gives access to Purchase orders form.