Required - which customers have print management settings, and what exactly are those settings.
What we are looking for are the names of the table(s) and columns (fields) inside the Dynamics 365 Finance and Operations database that contains the print management values for a customer (specifically those listed in the Accounts Receivable module). We will then ask Microsoft to nightly synchronize that Dynamics 365 table(s) to our own database in our Azure instance. Once that is done, we can run SQL queries against the values. The SQL queries would then show us which customers had print management settings, and what exactly those settings were.
All this will allow us to easily see which customers are missing print management settings and additional information.
The information (and reports) we want to generate would provide data/values similar to the following (so, these are the columns/fields/values we need to get into our Azure DB):
Customer name and Account number - to tie to print management values; this may be referenced to another table
Print management setup and destination settings:
-If Screen/Printer/File/Email (so, what destination setting was selected)
-Values of each depending on what was selected, so for email it would the following fields:
--Save in print archive (yes/no or 0/1)
--To
--Cc
--Subject
--File Format
Thanks,
Geoff Weatherford, IT Manager, CVMBS, CSU