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Mastering "Field Monitoring...
Mastering "Field Monitoring" in Business Central
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Sumit Singh
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"Field Monitoring" in Business Central
1. Introduction
In today’s dynamic business environment, tracking changes to critical data fields is essential for maintaining transparency, ensuring compliance, and enabling automation.
Field Monitoring
in Microsoft Dynamics 365 Business Central empowers organizations to keep a close eye on specific field changes across tables, helping users stay informed and take timely action.
2. What is Field Monitoring in Business Central?
Field Monitoring allows you to track changes made to specific fields in selected tables. Unlike the Change Log, which logs all changes to a table, Field Monitoring is more granular and configurable. You can define conditions under which monitoring should occur, making it ideal for targeted tracking.
Key Benefits:
Monitor sensitive fields like prices, statuses, or bank details.
Trigger workflows or alerts based on changes.
Improve auditability and accountability.
3. How to Set Up Field Monitoring
Here’s a step-by-step guide to setting up Field Monitoring:
Step 1: Open Field Monitoring Setup
Navigate to
Field Monitoring Setup
via the search bar.
Specify the notification recipient and click 'Start' to activate the monitoring process.
An email notification will be sent to confirm the activation.
Step 2: Define Monitoring Rules
Navigate to
Monitored Fields Worksheet
via the search bar.
Choose the field(s) to monitor (e.g., Customer, G/L account, General posting set up).
Set conditions (e.g., Whenever there is a change in “No.” of G/L account like creation of new GL code).
Enable the “Notify” boolean to receive emails.
4. Scenarios and Use Case
Let’s explore practical scenarios where Field Monitoring adds real value:
Scenario : Monitoring New GL Code Creation
Navigate to the
Chart of Accounts
page and click
New
to create a new GL code.
Enter the required
G/L Account Code
and other relevant details.
Upon successful creation, an
email notification
will be sent to you confirming the addition of the new G/L account.
5. Monitored Field Log Entries
You can access the
'Monitored Field Log Entries'
page to review the recorded changes.
6. Performance Considerations
While Field Monitoring is powerful, it
can impact performance if overused
.
Here are some tips:
Avoid monitoring frequently updated fields.
Use conditions to limit unnecessary logging.
Regularly archive or purge old logs.
6. Conclusion
Field Monitoring in Business Central is a game-changer for organizations seeking control, transparency, and automation. By configuring it thoughtfully and using it strategically, you can unlock powerful insights and ensure data integrity across your ERP system.
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