Explore practical guides for the PrintVis system and Microsoft Dynamics 365 Business Central. You will find instructions, supporting materials, and tips regarding configuration, operation, and daily work with the system. Learn how to implement PrintVis faster, configure the environment correctly, and manage processes more efficiently in your printing house and printing company.
Now that you have access to the PrintVis tool, it is essential to load the trial data correctly. To do this, follow the steps presented below.
In the upper right corner of the new instance in Business Central, there is a magnifying glass icon. Click on it and search for “Configuration Packages”, then navigate to the page found.
When you are on the configuration packages page, click Process → Import PrintVis → Apply Trial Package.
Downloading the configuration package will take approximately 10 minutes.
Apply the package by selecting I understand and want to continue, then click the OK button.
The process should take approximately 15 minutes. Once completed, the dialog box will disappear and you will be able to close the configuration packages page using the blue arrow in the upper left corner.
User roles enable granting appropriate permissions to employees and defining their scope of responsibilities, which translates into clear organization of each system in the organization. To familiarize you with this PrintVis tool feature, we will show you how to assign the PrintVis Coordinator role.
Select settings in the upper right corner of the screen, then click My Settings.
Click the three-dot icon next to the Role field.
Select the PrintVis Coordinator role and confirm with the OK button.
After returning to the My Settings page, accept the changes with the OK button.
Your home page in Business Central will refresh and you will gain access to the PrintVis Coordinator Role Center.
