Date post: | 01-Apr-2015 |
Category: |
Documents |
Upload: | halle-renner |
View: | 219 times |
Download: | 3 times |
Where USERS Make the Difference!
Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
How to Configure Roles&
Activity Queues
Kim Congleton - Group O Supply Chain SolutionsTom Taylor - Microsoft Corporation
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 RolesStartup 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!
More Information
Run Command Prompt Arguments– Microsoft.Dynamics.Nav.Client.exe -?
Use Run Command
Configuration of RolesStartup parameters
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-2009-tips-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-2009-tips-and-tricks-disable-personalization.aspx
Where USERS Make the Difference!
Develop Activity QueuesDeveloper 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
Personalization
UsersConfiguration
Power-usersITPartner
Customization
ITPartner
Integration
ITPartnerISV
Extensibility
PartnerISV
Usability
Familiarity
Transactional Efficiency
Flexibility
Business Insight
Collaboration
Business Producti
vity
Where USERS Make the Difference!
Additional Resources• Edit in Excel Blog
• http://community.dynamics.com/product/nav/navtechnical/b/navvanvugts/archive/2010/05/27/how-to-58-get-edit-in-excel-r2-up-and-running.aspx
• 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
• RTC Blogs tips and pages• 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
• http://msdn.microsoft.com/en-us/library/dd301400.aspx
• Walkthrough of adding a cue• http://msdn.microsoft.com/en-us/library/ff477101.aspx
• Walk through of adding a RoleCenter• http://msdn.microsoft.com/en-us/library/dd355073.aspx
• .NET Interop and NAV 2009 R2• http
://blogs.msdn.com/b/nav/archive/2010/12/31/let-nav-speak-with-net-interop-and-nav-2009-r2.aspx
• Example of RTC client and web services• NAVUG Forum Encore - NAV & ECOMM Web-Services Integration - Lessons Learned
http://www.navug.com/events/02232011?date=2012-02