configure

Report
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
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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
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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
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Configuration of Roles
Startup parameters
 Run Command Prompt Arguments
– Microsoft.Dynamics.Nav.Client.exe -?
More Information
 Use Run Command
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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
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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
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Develop Activity Queues
Developer task
• Activity Parts
• How are they built?
– Cue Table
– Activities Page
– Role Center Part
• How do I add custom Cue?
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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
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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)))
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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)))
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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
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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
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