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Setup of DYCE Essentials

DYCE Essentials does not necessarily require any special setup. However, setup for the topics Customer Dimension, Batch Sending Documents and Report Configurations are possible. These are explained in the respective sections.

Permissions​

This section deals with the permission sets supplied. To review the permissions included in the permission sets in detail, please open the Permission Sets page (Alt+Q) and then call the Permissions action.

The following three permission sets are included with the app:

  • DYCEESSENTIALSALL (DYCE Essentials Read)
    This permission set can be assigned to all users. It includes read-only permissions to use the components of DYCE Essentials.
    The same permissions extend the standard permission set D365 READ (Dyn. 365 Read access all).
  • DYCEESSENTIALSUSER (DYCE Essentials User)
    This permission set is for all users who should be able to print and work with documents.
    The same permissions extend the standard permission set D365 BASIC (Dynamics 365 Basic access).
  • DYCEESSENTIALSADMIN (DYCE Essentials Admin)
    This permission set is designed for administrators and power users who should additionally be able to make adjustments to Report Configurations.
    The same permissions extend the standard permission set D365 SETUP (Dyn. 365 Company data setup).

The permission sets build on each other and contain the respective underlying set.

For more information on permission sets, see this part of the Microsoft documentation.