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 DYCERECORDHISTORY (DYCE RHF All) 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
There are two permission sets included with the app:
- DYCERECORDHISTORY (DYCE RHF All)
This permission set can be assigned to all users. It contains all the permissions needed to use DYCE Record History & Favorites. - DYCERHFADMIN (DYCE RHF 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.
In addition, the same permissions are also added to the D365 SETUP permission 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.
| Role Center ID | Profile | ID Display Name |
|---|---|---|
| 9000 | SHIPPING AND RECEIVING – WMS | Shipping and Receiving - Warehouse Management System |
| 9006 | ORDER PROCESSOR | Sales Order Processor |
| 9008 | SHIPPING AND RECEIVING | Shipping and Receiving - Order-by-Order |
| 9009 | WAREHOUSE WORKER – WMS | Warehouse Worker - Warehouse Management System |
| 9010 | PRODUCTION PLANNER | Production Planner |
| 9015 | PROJECT MANAGER | Project Manager |
| 9016 | DISPATCHER | Dispatcher - Customer Service |
| 9022 | BUSINESS MANAGER | Business Manager |
| 9024 | SECURITY ADMINISTRATOR | Administration of users, user groups and permissions |
| 9026 | SALES AND RELATIONSHIP MANAGER | Sales and Relationship Manager |
| 9027 | ACCOUNTANT | Accountant |
| 9028 | TEAM MEMBER | Team Member |
| 9077 | AR ADMINISTRATOR | Accounts Receivable Administrator |
Pages guaranteed to be included in DYCE Record History & Favorites
All Business Central and DYCE Card pages will be recorded and saved.