Custom Quick Query Creation in Dynamics SL

In this blog, we are going to discuss about how to create the custom Quick Queries and how to add it into Dynamics SL. For this, we should do the following

• Identify or Create an SQL Query View
• Create a Base Query View
• Add the Base Query View to the menu
• Assign Access Rights to the Base Query View

Identify or Create an SQL Query View

1. Create a custom SQL view as per your need in Application Database of Dynamics SL
2. You ought to run the Synchronize All Ownership & Security update scenario on the Update Databases tab in Database Maintenance (98.290.00). This lets the SQL view appear as a choice for new Base Query Views in Quick Query Viewer (QQ.VIE.00).

Create a Base Query View

• Log on to Microsoft Dynamics SL as the SYSADMIN user or as a user who has Update or larger access rights to Quick Query Viewer (QQ.VIE.00)
• Click Administration
• Under Maintenance, click Quick Query Viewer. Quick Query Viewer (QQ.VIE.00) appears. See the New button in the Menu as highlighted in yellow color If you open this screen as system Administrator.

• Click New button Select SQL View appears.

• Locate the SQL view that you want, and then click OK. The SQL view loads and the result set appears.
• Click Expand button in the Quick Query viewer

• You will see the Add Filter option enabled once clicked the Expand button.

• You can add the necessary filters to SQL view and click Save

• In Base Query View Name, you have to specify a unique base query view name.
• In Description, you have to specify the description that you want to appear in Quick Query Viewer (QQ.VIE.00).
• In Related Business Module, you have to specify the module with which you want to associate the base query view.
• Click to select Menu Item if you want to include this base query view in the menu system.
• In Screen Number, you have to specify a unique screen number. This is the screen number to which you assign access rights.
• In Company Filter, select one of the following values:
  1. None
  2. Current
  3. All
• In Company Column, specify the name of the column that contains the company ID if you chose Current or All in step 11.
• Finally you can click OK button.

Add the Base Query View to the menu

• User has add the custom Quick Query into Quick Query Module as their wish.

Assign Access Rights to the Base Query View

• User has to assign the proper access rights to the custom Quick Query screen using Access Rights Maintenance Screen(95.270.00)

Hope this blog explains about the Custom Query creation in Dynamics SL.