how to configure roles & activity queues
DESCRIPTION
How to Configure Roles & Activity Queues. Kim Congleton - Group O Supply Chain Solutions Tom Taylor - Microsoft Corporation. AGENDA. How to Configure Roles (End User) Startup Parameters Configure Remove Departments Menu Disable Personalization Developing Activity Queues (Developer) - PowerPoint PPT PresentationTRANSCRIPT
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How to Configure Roles&
Activity QueuesKim 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
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Develop Activity QueuesDeveloper 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
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