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Change Log Quick Access#

Overview#

The Change Log Entries function in Microsoft Dynamics 365 Business Central1 Standard can only be called via the main Administration menu and displays all data in an unfiltered and unstructured way.

With the KUMAVISION Change Log Quick Access app, this functionality has been extended so that the change log can be opened from any master data card. Preset filters display just the log entries of the record you require without you having to make further adjustments.

Multiple filters can be set for all views.

Benefits of the Change Log Quick Access app:

  • Information provided quickly
  • Overview of old/new values as well as date and time of change and user who made the change
  • Time savings thanks to preset filters

Introduction#

KUMAVISION Change Log Quick Access | KUMAVISION App from KUMAVISION on Vimeo.

Get KUMAVISION Change Log Quick Access from Microsoft AppSource

Change Log Setup#

Activate the change log#

After successful installation of the app, you need to activate the change log first. To do so, first open the Change Log Setup card via the Tell Me function. The Change Log Setup card opens. Toggle on the Change Log Activated switch.

Log tables and table fields#

Click Setup > Tables in the ribbon to specify the tables and fields to be included in the log.

First, select the desired table. Use the Log Insertion, Log Modification, and Log Deletion fields to specify whether and when changes are to be logged by the system.

Field Description
Log Insertion Controls whether the insertion of new data is to be logged. The following settings are available:

Blank:
Insertions are never logged.

Some Fields:
Insertions for the selected fields will be logged.
You can select the fields by clicking the AssistButton […] to open the field list. Enable the checkbox in the Log Insertion column for each field to be logged.

All Fields:
Insertions will be logged for all fields.
Log Modification Controls whether modifications made to the data will be logged. The following settings are available:

Blank:
Modifications are never logged.

Some Fields:
Modifications of the selected fields will be logged.
You can select the fields by clicking the AssistButton […] to open the field list. Enable the checkbox in the Log Modification column for each field to be logged.

All Fields:
Modifications will be logged for all fields.
Log Deletion Controls whether deletions of data will be logged. The following settings are available:

Blank:
Deletions are never logged.

Some Fields:
Deletions of the selected fields will be logged. You can select the fields by clicking the AssistButton […] to open the field list. Enable the checkbox in the Log Deletion column for each field to be logged.

All Fields:
Deletions will be logged for all fields.

Use change log entries#

Quick access to the change log#

Once configured, you can now use quick access on the following pages to view the change log:

  • Customers / Customer Card
  • Vendors / Vendor Card
  • Items / Item Card
  • Insurance Policies / Insurance Card
  • Machine Centers / Machine Center Card
  • Fixed Assets / Fixed Asset Card
  • Bank Accounts / Bank Account Card
  • Stockkeeping Units / Stockkeeping Unit Card
  • Projects / Projects Card
  • Contacts / Contact Card
  • Service Items / Service Item Card
  • Comments (Sales)
  • Comments (Stockkeeping Units)
  • Production BOMs / Production BOM
  • Prod. BOM Version List
  • Routings / Routing
  • Routing Version List
  • Work Centers / Work Center Card
  • Comments (BOM)
  • Comments (Routing)
  • Comments (Production Order)
  • Comments (Operation – Production Order)
  • Comments (Component – Production Order)
  • Chart of Accounts / G/L Account Card
  • Resources / Resource Card
  • Sales Price and Line Discounts
  • Item References
  • Blanket Sales Orders / Blanket Sales Order
  • Posted Sales Credit Memos / Posted Sales Credit Memo
  • Sales Invoices / Sales Invoice
  • Sales Orders / Sales Order
  • Sales Quotes / Sales Quote
  • Sales Return Orders / Sales Return Order
  • Blanket Purchase Orders / Blanket Purchase Order
  • Purchase Credit Memos / Purchase Credit Memo
  • Purchase Invoices / Purchase Invoice
  • Purchase Orders / Purchase Order
  • Purchase Quotes / Purchase Quote
  • Purchase Return Orders / Purchase Return Order

To open the change log for a particular master data card, open the respective card and select Related > History > Change Log.

Note

If no changes are displayed in the change log, sign out from the system and sign in again. This might be necessary when using this functionality for the first time after installation of the app. Later on, the changes are written to the log automatically.

Change Log Entries#

As an alternative, you can display a list of change log entries. To do so, open the Change Log Entries card via the Tell Me function.

What happens after the free trial has expired?#

What happens after the free trial? from KUMAVISION on Vimeo.

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