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Chapter 04: RoleTailored Client Personalization

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CHAPTER 4: ROLETAILORED CLIENT PERSONALIZATION Objectives

The objectives are:

• Customize the Navigation Pane • Customize Pages

Introduction Users can personalize their Role Center to meet their individual work requirements. They can save their personalization settings directly in the Role Center or create their own Views or share other's views.

The following are some examples of user personalization options:

• Re-sizing columns. • Changing what appears in drop-down menus. • Personalizing the Navigation pane. • Adding or removing FactBoxes. • Organizing items in the Quick Access pane. • Saving queries or filters. • Selecting columns in a list location.

Accessing the Customization Dialog Box

The navigation pane can be customized in many ways using the Customize Navigation Pane dialog box.

The dialog box can be accessed from the menu bar as follows:

On the menu bar, click Customize , and then click Customize Navigation Pane.

FIGURE 4.1 ACCESSING THE DIALOG BOX

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Installation and Configuration in Microsoft Dynamics® NAV 2009

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Another way to access the Customize Navigation Pane is to position the mouse pointer over the control and right-click.

FIGURE 4.2 ACCESS THE CUSTOMIZE NAVIGATION PANE DIALOG BOX

Customize the Navigation Pane The navigation pane contains one or more menus that have been defined for your role, and also Departments. The menus in the navigation pane contain links to lists. You access task pages, reports, and documents from the lists.

The Navigation Pane customizations enable the user to personalize their interface:

• Renaming or Rearranging Buttons in the Navigation Pane • Creating a New Menu Button • Adding a Link to a Menu in the Navigation Pane • Moving or Copying a Link from One Menu to Another • Rearranging the Order of the Menu • Restoring the default Settings

Renaming or Rearranging Buttons in the Navigation Pane

You cannot move, rename, or remove the Home or Departments buttons. They are always the first and last buttons, respectively. However, you can move, rename, or remove other menu buttons in your navigation pane.

To move, rename, or remove buttons in your navigation pane:



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In the Customize Navigation Pane dialog box, in the navigation pane, select the button that you want to move, rename, or remove and then click the relevant button in the middle of the window.

FIGURE 4.3 THE CUSTOMIZE NAVIGATION PANE WINDOW

Procedure: Creating a New Menu Button

Use the these steps to create a new menu button:

1. In the Customize Navigation Pane dialog box, click New and type a name in the Name field. Also select the icon you want to use.

2. Click OK.

FIGURE 4.4 CREATING A NEW MENU

3. Now you can add links to the menu you created.



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Adding a Link to a New Menu Button

If you have permission to view a list, such as the sales order list, you can add a link to the list to one of the menus in your navigation pane.

1. In the Customize Navigation Pane dialog box, in the Navigation pane buttons field, select the menu that you want to add the link to.

2. Click Add. 3. Browse to the link that you want to add, and then click OK.

FIGURE 4.5 ADD LIST TO THE NAVIGATION PANE

If you find a link in the Departments pages, you can also add it to the navigation pane.

Procedure: Moving or Copying a Link from One Menu to Another

Perform these steps to move a link from one menu to another:

1. In the Customize Navigation Pane dialog box, in the Navigation pane buttons field, select the menu where the link currently appears.



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2. In the Lists pane, select the link that you want to move, and then click Move To or Copy To.

3. Select the menu that you want to add the link to, and then click OK.

FIGURE 4.6 MOVING A LINK TO ANOTHER MENU

4. Select the menu that you want to add the link to, and then click OK.

FIGURE 4.7 MOVE LIST



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To rearrange the order of a menu, follow these steps:

1. In the Lists pane, select the link that you want to move. 2. Use the Move Up and Move Down buttons to position the link.

FIGURE 4.8 MOVE UP AND MOVE DOWN BUTTONS

If you want to cancel all the changes that you have made (and saved) to the navigation pane, you can do this in the Customize Navigation Pane dialog box. This will restore the navigation pane that your administrator defined for you.



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To restore the default settings, click Restore Defaults and then click OK.

FIGURE 4.9 RESTORE DEFAULTS

Your changes will appear in the navigation pane when you restart Microsoft Dynamics® NAV.

Customize Pages Customizing Pages enables a user to personalize various aspects of Microsoft Dynamics NAV 2009.

The following are changes that you can make to the Microsoft Dynamics NAV 2009:

• Customizing the Action Pane • Customizing the Fact Box Pane • Customize the FactBoxes • Adding or Removing Panes • Customizing FastTabs

These changes only affect your program, and not those of your colleagues..



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Customizing the Action Pane

You can add or remove commands in the Action Pane from the Customize window. By displaying the commands that you use most frequently in the Action Pane, you can gain fast and easy access to these commands. The Actions Pane is divided into groups, for example New, Process and Reports. You can add or remove a group and you can add or remove commands in a group.

To open the Customize window, click Customize on the right side hand side of the menu bar (next to Help) and select Customize Action Pane.

The Customize dialog box opens.

FIGURE 4.10 ACTION PANE



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Removing and Adding Commands

Select the group that you want to modify in the Select a group field. All the commands from the menus in the menu bar are listed in the Available commands box. All the commands already in the selected group are listed in the Show these commands box.

FIGURE 4.11 ADD OR REMOVE ACTIONS

Do one of the following:

• To remove a command, select the command in the Show these commands box and then click Remove.

• To add a new command to a group in the Action Pane, in the Available commands box, select the command that you want to add to the group. Click Add and then click OK.



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Changing the Size of an Icon

To change the size of an icon:

1. Select the group that you want to modify in the Select a group field. 2. Select the command in the Show these commands box and click

Change Size. A check mark shows in the Large column in the Show these commands box. Click OK.

FIGURE 4.12 CHANGE SIZE BUTTON

Adding a New Group

To add a new group, select the contents of the Select a Group field and type the name of your new group. Press Tab. You can now start adding commands to your new group.

Restoring Default Settings

You can cancel all the changes you have made (and saved) to the Action Pane. This will restore the default setting that was defined by your administrator for this particular page or list place.



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To restore the default settings, click Restore Defaults and then click OK.

Customizing the FactBox Pane

You can add or remove FactBoxes in the FactBox pane from the Customize dialog box. The FactBoxes can provide you with information that relates to the record that you have selected in the list or opened in a task page. You can select from a list of FactBoxes which ones to display in your FactBox pane.

To open the Customize window to select FactBoxes, click Customize on the right hand side of the menu bar and select Customize This Page.

The Customize dialog box opens. Select FactBoxes.

FIGURE 4.13 THE FACTBOX CUSTOMIZATION PANE

Removing and Adding FactBoxes To remove a FactBox, select the FactBoxes in the Show FactBoxes in this order box. Click Remove and then click OK.

To add a new FactBox to the FactBox pane, select the FactBox that you want to add to the FactBox pane in the Available FactBoxes box. Click Add and then click OK.

Changing the Order of the FactBoxes To change the order of the FactBoxes, select the FactBox that you want to move in the Show FactBoxes in this order box and then click Move Up or Move Down. Repeat this procedure until the FactBox is where you want it.



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Adding or Removing Panes

You can select among different panes in Microsoft Dynamics NAV. These panes provide easy access to related information. Some panes can be added or removed directly from the Customize menu (which opens when you click Customize ). Some panes (the Filter Pane, Action Pane and FactBox pane) can also be added or removed using the Customize dialog box. Panes on the Role Center can only be removed using the Customize dialog box.

To add or remove panes using the Customize menu:

• Click Customize on the right side of the menu bar and add or clear a check mark next to the specific pane.

FIGURE 4.14 CUSTOMIZE SALES ORDER WINDOW

When you close the menu, the page or place updates with your changes.

Customizing FastTabs

You can arrange your FastTabs on a page so they support your normal working flow in the best possible way. You can, for example, change the order of the FastTabs, remove fields or make less important fields only show when required. You can also have the most important fields show in the FastTab headers when the FastTabs are collapsed. This will provide you with a summary of the information on the FastTabs.



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There are three priority levels for fields:

FIGURE 4.15 PRIORITY LEVELS



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Lab 4.1 - Adding a Vendor List to the Role Center Scenario

You are the consultant implementing Microsoft Dynamics NAV 2009 Clients for Woodgrove Construction. You need to personalize the client on 2 computers with sample data so that A/P clerks can view the Vendor Information in their Role Center when they log on.

Challenge Yourself!

In this exercise you will personalize the RoleTailored client to provide the user access to Vendor Lists in their Role Center. The main tasks for this exercise are as follows:

1. Create a button 2. Add Vendor List link to the button

Step by Step

Step 1

Use these steps to create a new menu button:

1. In the Customize Navigation Pane dialog box, click New and type a name in the Name field. Choose Vendor List. Also select the icon you want to use.

2. Click OK. 3. Restart the client. 4. Now you can add links to the menu you created.

Step 2

Add a link to a new Menu Button with the following steps:

If you have permission to view a list, such as the Vendor list, you can add a link to the list to one of the menus in your navigation pane.

1. In the Customize Navigation Pane dialog box, in the Navigation pane buttons field, select the menu (Vendor List) that you want to add the link to.

2. Click Add. 3. Browse to the link for Purchase, Planning, Vendors, and then click

OK to add it to the Vendor List Menu Button. 4. Click Vendor List to the Navigation Pane.



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Summary The navigation pane can be customized in many ways using the Customize Navigation Pane dialog box.

These Navigation Pane customizations allow the user to personalize their interface by:

• Renaming or Rearranging Buttons in the Navigation Pane • Creating a New Menu Button • Adding a Link to a Menu in the Navigation Pane • Moving or Copying a Link from One Menu to a Another • Rearranging the Order of the Menu • Restoring the default Settings

Customizing Pages enables a user to personalize various aspects of Microsoft Dynamics NAV 2009.

The following are changes that you can make to your Microsoft Dynamics NAV 2009:

• Customize the Action Pane • Customize the FactBox Pane • Customize the FactBoxes • Add or Remove Panes • Customize FastTabs

It is also possible to customize Reports and Actions.



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Quick Interaction: Lessons Learned Take a moment and write down three key points you have learned from this chapter:

1.

2.

3.


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