Error Prompt using Demo: You do not have the following permissions on TableData Cashflow Chart Setup:Insert

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Posted on by Lesley Bacon

Hi Dynamics Forums Team. I'm new D365 Financials and walking through the demo. I'm not sure how I got here but engaging you for support.

When I attempt to log into my demo for D365 Financial, I'm getting prompted with a dialog that states: "You do not have the following permissions on TableData Cashflow Chart Setup:Insert"

Any recommendations on what to check to resolve the above prompt?

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bhendricks on at

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Hi Lesley,

Are you getting this error when you are trying to login, or are you getting the error when trying to perform a function in D365 Financials?

Brian
L Vail 65,271 on at

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Hi,

There is also a Forum for D365, I think that's the group that can help you the most.

Leslie
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AJAnsari 5,754 on at

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In addition to Brian's question, can you confirm the following?

-Are you seeing this error in a new trial company you've created, or in the company called CRONUS USA, Inc. (or CRONUS US)?

-Has your 30 day trial expired?
Lesley Bacon on at

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Hi Brian,

This error prompt is happening after clicking on D365 for Financials app.

Thanks.
Lesley Bacon on at

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Hi AJ,

Its using the Cronus demo. I just started the trial on 5/3.
steveendow 2,281 on at

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Hi Leslie, this is the D365 Financials forum. :-) You appear to be getting directed here instead of the Dynamics GP forum.
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Tammy Torgerson Microsoft Employee on at

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Hi Lesley,

Thank you for questions and additional information that you have submitted related to this message.

I understand that you are encountering this message when you attempt to sign in to Dynamics 365 for Financials. Are you able to click through the error and get signed in? If not, is there another user who can successfully sign in--such as the original user who created this tenant?

There is a chart on the home page for the Business Manager role which will display Cash Flow information. If the user who signs in is using the Business Manager role, then this is one of the charts that Financials will attempt to populate. However, the only Permission Sets which include the write/create permissions are these:

-D365 Bus. Full Access

-D365 Cash Flow

-D365 Full Access

For the users who encounter these errors, there are two options.

1. Adjust the role: Is there a different role (other than Business Manager) which would more accurately fit with the access granted. For example Team Member is mostly a read-only type of Role. You are able to adjust the role for a user via the User Personalization page.

2. Adjust the permissions: If Team Member is the best role, then you may need to adjust the permissions for the users. You should then add one of the permission sets that are noted above.