Setup of DYCE Record History & Favorites
There is no setup required after installing DYCE Record History & Favorites. Make sure to add at least the permission set DYCERHFREAD (DYCE Record Hist. & Fav. Read) to all users, which are suppose to use DYCE Record History & Favorites. If the parts do not show up in the Role Center insert them using the personalization.
Maximum number of Last Records
If an administrator wants to set the number of entries in the Role Center part Last Records system-wide, the Last Records Setup page is available for this purpose. The default setting is 15 entries. If you set the number to 20, the last 20 records opened will be saved.
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:
- DYCERHFREAD (DYCE Record Hist. & Fav. Read)
This permission set can be assigned to all users. It contains all the permissions needed to use DYCE Record History & Favorites.
The same permissions extend the standard permission set D365 READ (Dyn. 365 Read access all). - DYCERECORDHISTORY (DYCE Record Hist. & Fav. Edit)
This permission set is for all users who actually work with DYCE Record History & Favorites and who should be able to save favorites.
The same permissions extend the standard permission set D365 BASIC (Dynamics 365 Basic access). - DYCERHFADMIN (DYCE Record Hist. & Fav. Admin)
This permission set is designed for administrators and power users who should additionally be able to change the maximum number of entries in the Role Center part Last Records system-wide.
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 about permission sets, see this part of the Microsoft documentation.
Included in Role Center
The parts are available in the following Role Centers. These are the Role Centers that are activated by default.
| Profile | Display Name | Role Center ID |
|---|---|---|
| ACCOUNTANT | Accountant | 9027 |
| AR ADMINISTRATOR | Accounts Receivable Administrator | 9077 |
| BUSINESS MANAGER | Business Manager | 9022 |
| DISPATCHER | Service Manager | 9016 |
| ORDER PROCESSOR | Sales Order Processor | 9006 |
| PRODUCTION PLANNER | Manufacturing Manager | 9010 |
| PROJECT MANAGER | Project Manager | 9015 |
| SALES AND RELATIONSHIP MANAGER | Sales and Relationship Manager | 9026 |
| SECURITY ADMINISTRATOR | Administration of users, user groups and permissions | 9024 |
| SHIPPING AND RECEIVING | Inventory Manager | 9008 |
| SHIPPING AND RECEIVING - WMS | Shipping and Receiving - Warehouse Management System | 9000 |
| TEAM MEMBER | Team Member | 9028 |
| WAREHOUSE WORKER - WMS | Warehouse Worker - Warehouse Management System | 9009 |
Pages guaranteed to be included in DYCE Record History & Favorites
All Business Central and DYCE card pages will be recorded and saved.