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#customform

#logging

#sysadminrole

#tableevents

Dynamics 365 Finance

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Jan 6, 2024

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  • The article discusses the process of adding logging functionality to the SysAdmin role assignments in Dynamics 365 Finance and Operations (D365FO).
  • The author explains that a table needs to be created to store information about when a user is assigned or revoked the SysAdmin role. The table includes fields for the impacted user, the action being performed, and a reason for the assignment change.
  • The article then explains how to capture when the change occurs by using table events on the SecurityUserRole table and listening for changes where the SysAdmin role is being assigned or revoked.
  • To allow for user input on the reason for the assignment change, a custom form called "AmSysAdminReason" is designed. The form uses a simple dialog to prompt the user for input, and the submitted data is saved to the custom table.
  • The article mentions that there is a potential issue with multiple users having the form open at once and overwriting each other's data. The author is open to suggestions for a better solution.
  • The article demonstrates how the logging functionality works in the application by showing screenshots of assigning/revoking the SysAdmin role and the prompt for the reason for the change.
  • The author also mentions that the logging data can be used for reporting purposes. A new entry for reporting is added to the System Administration menu path, which leads to the SysAdmin log report. The report includes information about when the role change occurred, the user it was assigned/revoked to, the reason (if provided), the action being performed, and the user who modified it.
  • The article ends by mentioning that the author plans to make this solution available on GitHub in the future and welcomes feedback and ideas for the solution.

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