Transcript configure

How to Configure Roles
&
Activity Queues
Kim Congleton - Group O Supply Chain Solutions
Tom Taylor - Microsoft Corporation
Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Where USERS Make the Difference!
AGENDA
• How to Configure Roles (End User)
– Startup Parameters
• Configure
• Remove Departments Menu
• Disable Personalization
• Developing Activity Queues (Developer)
– Role Center Page
– Activities Page
– Cue Table
Where USERS Make the Difference!
Configuration of Roles
Startup parameters
 Start up as current user as Order Processor
– -profile:”Order Processor”
 Configure the order Processor Profile
– -configure – profile:”Order Processor”
– Required to set Owner-ID in Profile
Where USERS Make the Difference!
Configuration of Roles
Startup parameters
 Run Command Prompt Arguments
– Microsoft.Dynamics.Nav.Client.exe -?
More Information
 Use Run Command
Where USERS Make the Difference!
Configuration of Roles
 Remove Departments Menu in Navigation Pane
– Use Restore Defaults to add Departments back
– http://blogs.msdn.com/b/nav/archive/2011/03/30/nav-2009tips-and-tricks-personalize-the-departments-menu.aspx
Where USERS Make the Difference!
Configuration of Roles
 Disable Personalization in RoleTailored Client
– New in Microsoft Dynamics NAV 2009 R2
– Works in Microsoft Dynamics NAV 2009 SP1 with build 31671
or later
– http://blogs.msdn.com/b/nav/archive/2011/04/05/nav-2009tips-and-tricks-disable-personalization.aspx
Where USERS Make the Difference!
Develop Activity Queues
Developer task
• Activity Parts
• How are they built?
– Cue Table
– Activities Page
– Role Center Part
• How do I add custom Cue?
Where USERS Make the Difference!
Develop Activity Queues
 Cue Table
– 12 Cues pre-defined out of box
• Cue tables count number of occurrences via field name property CalcFormula
• Count("Sales Header" WHERE (Document Type=CONST(Order),Ship=FILTER(Yes)))
– Modify exiting Cue’s by adding new Field No. > 50000
Where USERS Make the Difference!
Develop Activity Queues
 Activities Page
– 18 Activity Cues pre-defined out of box
• Cue’s table counts number of occurrences based upon field name CalcFormula
• Count("Sales Header" WHERE (Document Type=CONST(Order),Ship=FILTER(Yes)))
Where USERS Make the Difference!
Develop Activity Queues
 Role Center Page
– 24 Role Centers pre-defined out of box
• Activities defined as a page part to Role center
• Count("Sales Header" WHERE (Document Type=CONST(Order),Ship=FILTER(Yes)))
Where USERS Make the Difference!
Layers in RoleTailoring
Transactional Flexibility
Efficiency
Personalization
Configuration
Users
Customization
PowerIntegration
users
IT
IT
IT
Partner
Partner
Partner
ISV
Familiarity
Extensibility
Usability
Business
Insight
Collaboration
Partner
ISV
Where USERS Make the Difference!
Additional Resources
•
Edit in Excel Blog
•
•
Search utility
•
Application able to search in NAV 2009 through multiple tables, display a result set and allow people to drill
into task pages in NAV 2009 from the search result window.
http://blogs.msdn.com/b/freddyk/archive/2008/11/23/search-in-nav-2009-part-1-out-of-3.aspx
•
•
•
http://blogs.msdn.com/b/nav/archive/tags/rtc/
http://blogs.msdn.com/b/nav/archive/tags/rtc/tips/pages/
Touring the Role Tailored Client
•
Walkthrough of adding a cue
•
Walk through of adding a RoleCenter
•
•
http://community.dynamics.com/product/nav/navtechnical/b/navvanvugts/archive/2010/05/27/how-to-58get-edit-in-excel-r2-up-and-running.aspx
RTC Blogs tips and pages
•
http://msdn.microsoft.com/en-us/library/dd301400.aspx
•
http://msdn.microsoft.com/en-us/library/ff477101.aspx
•
http://msdn.microsoft.com/en-us/library/dd355073.aspx
•
.NET Interop and NAV 2009 R2
•
Example of RTC client and web services
•
http://blogs.msdn.com/b/nav/archive/2010/12/31/let-nav-speak-with-net-interop-and-nav-2009-r2.aspx
•
NAVUG Forum Encore - NAV & ECOMM Web-Services Integration - Lessons Learned
http://www.navug.com/events/02232011?date=2012-02
Where USERS Make the Difference!