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Currently out of the box there is no access-controlled printing in D365. As a customer I really wanted this feature, to ensure that erroneous printing is zero. Not having access-controlled printing would lead to scenarios where a user in city A may print a document on a printer in city B. Or a user could erroneously choose a check printer or zebra label printer to print lengthy report.
I went to idea dynamics 365 website and saw many customers were looking for a solution for access-controlled printing. Digging further I was able to come up with a solution which I would like to share with everyone.
My complete solution which enables the administrators to add printers to printer group and then assign printer group/printers to a user is listed below.
1. You have the document routing agent installed, running as service and few printers as active in your d365.
2. Knowledge of how Delegates works.
1. Create a vs project.
2. Create printer groups table.
3. Add fields a>printer group & b>printer group details
4. Create printer details table
5. Add fields a>printer name & b>printer group
6. On printer details create 2 normal relationships to syscornetactiveprinters view & printer groups tables in order to auto populate printer name and printer group
7. Create printer config table
8. Add fields a>userid b> printer group & c>printer name
9. Create index on user id.
10. Create normal relationships to sysuserinfo, syscorpnetactiveprinters & printer groups table to auto populate userid, printername & printergroup.
11. Create simple queries for your tables.
12. Create forms for your tables.
13. Create display menu items for your forms.
14. Create a print config class, this class will subscribe to the buildPrintercombobox delegate from srsprintdestinationsettingsdelegates class which contains all the delegates of srsprintdestinationsettings class which controls the printer settings.
You code will look like this.
//Using SRSPRINTDESTINATION Buildprintercombox delagate
public static void SRSPrintDestinationSettingsDelegates_buildPrinterComboBox(FormComboBoxControl deviceList)
// Your code here
//Use while select to traverse through your printconfig table using curuserid() method
15. Extend system administration menu, add your display menu items which would enable admin to maintain printer groups, assign printers to printer groups & finally assign users to printer groups and printers.
16. Build the solution
17. Login into d365, using your display menu items , create printer groups, assign printers to printer groups, & finally assign printer groups and printers to users. Test the functionality .
18. Enjoy, you have now enabled access-based printing in d365.
Nice and helpful article
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