CHAPTER 1: ROLETAILORED CLIENT · customize to support the job functions of various work roles in an organization. In Microsoft Dynamics NAV 2009 SP1, the RoleTailored Client (RTC)

Chapter 1: RoleTailored Client

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CHAPTER 1: ROLETAILORED CLIENT Objectives

The objectives are:

• Describe the improvement of customization of the Role Center • Explain the improved Page Search feature • Demonstrate the updated user functionality • Describe the increased user information • Demonstrate how to use filters • Explain the data entry enhancements

Introduction The RoleTailored Client user experience introduced in Microsoft Dynamics® NAV 2009 provides an intuitive and customizable user interface that users can customize to support the job functions of various work roles in an organization.

In Microsoft Dynamics NAV 2009 SP1, the RoleTailored Client (RTC) is optimized with the following features:

• Improvement of customization of the Role Center. The user can manage the information displayed and save as their personalized Role Center.

• Filter-as-you-type search helps the user search for pages, report views, and other items.

• Keyboard shortcuts in the RTC are now equal to earlier versions of Microsoft Dynamics NAV Classic Client.

• New keyboard shortcuts to improve the navigation. • Option to review the information that is available in the underlying

table and a new feature that indicates process timing. • Filter improvements to create and save single filters, and add more

than one field to a filter. • Data entry enhancements, simple calculations in fields, and the

option to copy data from a cell in a list, or an entire row, and paste elsewhere.

RoleTailored Client shows how to use these new and enhanced improvements to Microsoft Dynamics NAV 2009 SP1.

All demonstrations are performed in the RTC.

Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement

What's New in Microsoft Dynamics® NAV 2009 Service Pack 1 - Application

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Customization of the Role Center The RoleTailored user experience in Microsoft Dynamics NAV 2009 represents a major breakthrough in usability. The user experience helps reduce complexity and deliver a productive work environment. Microsoft Dynamics NAV 2009 provides users with their own unique Role Center, enabling them to better focus on important tasks. Users can personalize these Role Centers by displaying or hiding elements and information that are relevant or irrelevant to that role in the company.

In Microsoft Dynamics NAV 2009 SP1, the Role Center looks the same as it does in Microsoft Dynamics NAV 2009. However, several improvements are introduced in this latest version to increase the user’s productivity and usability of the RTC.

Enhanced Splitter

The Enhanced Splitter is one of the new features in Microsoft Dynamics NAV 2009 SP1.

It is used to modify the size of the boxes in the Role Center. This means that the Role Center can be adjusted to personalize the layout according to the user’s needs.

Follow these steps to customize the Role Center boxes:

1. Open the Role Center. 2. Point the mouse to the splitter field.



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Drag the splitter so that the shapes of the boxes are arranged in the order that you prefer.

FIGURE 1.1 MODERATIONS FIELDS IN THE ROLE CENTER

The Enhanced Splitter increases the user’s daily productivity and improves the usability of the RTC.

Save View

Save View is a new feature in Microsoft Dynamics NAV 2009 SP1 that improves users’ productivity by enabling them to create their own views of lists that they can save to the Navigation Pane in their Role Center.

For example, a user has a list of all the orders in the company and wants to filter this list into specific role-based information. The user can create a view of this data to fit his or her needs, and then save the view and access this data in the view that he or she saved directly from the Role Center.



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To create a Saved View in Microsoft Dynamics NAV, click the menu title bar and point to Save View As.

FIGURE 1.2 SAVE VIEW AS

Save View delivers significant productivity gains for the user. It is fast and simple to save views of data and information that are relevant to a specific role or profile. Additionally, it gives users an overview of information that is particular to their role and needs in the company

Delete Personalization

The Delete Personalization function is an example of one of the smaller improvements in Microsoft Dynamics NAV 2009 SP1 that simplifies end-users’ tasks. This function reverts any local personalization that an end-user has done to the default setting for the RTC.

Access the Delete Personalization from the menu bar.

FIGURE 1.3 DELETE PERSONALIZATION SETTINGS



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Page Search The Page Search feature is a significant improvement in Microsoft Dynamics NAV 2009 SP1.

In the Search field in the RTC, the user can search for pages, report views, and any other item in Microsoft Dynamics NAV.

The search features in Microsoft Dynamics NAV 2009 SP1 is similar to search features in other Microsoft products such as Windows® Internet Explorer® and Microsoft® Office Outlook®.

Search

The Search field is located in the upper-right corner of the Role Center.

Move to the Search field by pressing Ctrl+F3.

The Search function is an addition to the Navigation Pane to help the user navigate faster. Press ENTER or click the first column to move to the page that is listed. The second column displays the navigation path for the page if the user wants to navigate from the Departments pages.

Filter As You Type Function

The Search field has the Filter-As-You-Type function.

FIGURE 1.4 EXAMPLE OF THE DROP-DOWN LIST WHEN TYPING SALES

As the user types text into a field or column, the Filter-As-You-Type function will list one or more possible matches. This allows the user to stop short of typing the whole word or phrase that he or she is looking for.



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The Search function helps the user find any page, report, or a view. If a user does not know the exact location or type of function that he or she is looking for, the Search function helps make it simpler to find.

Filter on Search

When the user enters a text in the Search field, the drop-down list appears.

The user can filter to search in the drop-down list. The filter can be set on any column in the drop-down list, No., Name, and so on.

To set a filter in the drop-down list, use the mouse to click the column that you want to filter on and the sequence of the filter, will change immediately.

If a user always searches with the same filter, he or she can set a default search filter. Click the filter and then click Set as default filter column to always search on that filter.

FIGURE 1.5 SET AS DEFAULT FILTER

User Functionality Some functionality, as mouse rollover and keyboard shortcuts offered in Microsoft Dynamics NAV Classic Client was not added to the Microsoft Dynamics NAV 2009 RTC.

Many users missed these functionalities; therefore, they are now added to the RTC with Microsoft Dynamics NAV 2009 SP1. The addition of these functionalities also helps users who are accustomed to working in the Classic Client become familiar with the RTC client.



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Mouse Rollover

In Microsoft Dynamics NAV 2009 SP1, mouse rollovers are added. Mouse rollovers are help messages that appear when the mouse rolls over a field or button, giving the user an indication of what the function or feature is used for.

FIGURE 1.6 MOUSE ROLLOVER - HELP MESSAGE

The mouse rollovers are implemented throughout the product, helping the user become familiar with the RTC.

With mouse rollovers, users learn as they go, which in turn helps them become more productive.

Keyboard Shortcuts

Microsoft Dynamics NAV 2009 SP1 introduces an improved keyboard interaction. The keyboard shortcuts are reorganized and simplified so that they are simpler to remember and use.

Keyboard shortcuts are an important functionality in Microsoft Dynamics NAV, it helps the user maintain a good workflow, keeping the hands on the keyboard.

If the user normally works with the Classic Client, the addition of the keyboard shortcuts to the RTC will help them get accustomed with the RTC.



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Appendix A provides a full list of all the keyboard shortcuts in the RTC. This table is also available in the Microsoft Dynamics 2009 Help menu.

Arrow Keys

Use the arrow keys for navigation in editable lists, similar to when you work in the classic client or in Microsoft® Office Excel®.

For example, you can browse from record to record by pressing the UP ARROW and DOWN ARROW keys to move to the next item in a list, and browse from card to card by pressing CTRL+PAGE UP or CTRL+PAGE DOWN.

Next and Previous Button

The Next and Previous buttons help the user to browse to the next and/or previous record from the original list without closing and reopening the card.

The Next and Previous buttons in the RTC are also functionalities from the Classic client that are added with Microsoft Dynamics NAV 2009 SP1.

• The Next button that moves to the next field or character • The Previous button, that move to the previous field or character

Demonstration: Keyboard Shortcuts

The RTC experience is different from the Classic Client, because the RTC is design to provide the user a quick access to the features and information relevant to his or hers job role.

This demonstration will show how to edit a sales order by using the keyboard shortcuts. This helps users maintain the fast workflow that they are familiar with from the Classic Client.

Scenario: Arnie, the Accounts Receivable clerk, must update a sales order for Selangorian Ltd.

The customer wants to purchase three types of loudspeakers, but Arnie discovers that one of the items has an incorrect location code.

Item no: LS-75 Loudspeaker, Cherry, 75W has the location code of WHITE. However, the location code needs to be SILVER.

Steps: Edit a Sales Order with Keyboard Shortcuts

To make changes to the sales order follow these steps:

1. In the Role Center, press Ctrl+F3 to move the pointer to the Search field.

2. Type "sales" in the Search field. 3. Use DOWN ARROW to browse to Sales Orders and press ENTER.



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4. Press F6 until you have navigated from the Search field to the Sales Order list.

5. Use DOWN ARROW to navigate to Selangorian Ltd. 6. Use RIGHT ARROW to browse to the Sell-to Customer Name. 7. Press Alt+F3 to filter on the Sell-to Customer Name field. 8. Make sure that sales order 2002 is selected and then press ENTER. 9. Press F6 to navigate to the Lines FastTab and make sure to select

Item no. LS-75. 10. Use RIGHT ARROW to navigate to the Location Code field. 11. Press F4 to open the drop-down list and use the DOWN ARROW to

select SILVER and then press ENTER. 12. Press ENTER to move to the next field. 13. Press ENTER to select Yes in the check availability text box. 14. Press ENTER to confirm the shipment date 15. Press ESC save changes and close the sales order.

Demonstration: Keyboard Shortcuts

This demonstration will show how to create a sales order, by using the keyboard shortcuts.

Scenario: Arnie, the Accounts Receivable clerk, must create a new sales order for Afrifield Corporation.

Lines Order

Type Item

No. LS-120

Description Loudspeaker, Black, 120W

Quantity 2

Steps: Create a Sales Order with Keyboard Shortcuts

To create or view a sales order, follow these steps:

1. Start from the sales order list and press Ctrl+N to create a new sales order.

2. Press TAB twice for Microsoft Dynamics NAV to automatically add a sales order number.

3. In the Sell-to Customer No. field press F4 to open the drop-down list.

4. Use DOWN ARROW to enter the drop-down list and then use RIGHT ARROW to filter on the name of the customer.

5. Type "A" in the Customer Name field, use the DOWN ARROW to select Afrifield Corporation and then click ENTER.



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6. Press F6 to move to the Lines FastTab. 7. In the Type field, press F4 to open the drop-down list, use DOWN

ARROW to move to Item, and then press ENTER to select Item. 8. Press ENTER to move to No. and then press F4 to view the No.

drop-down list, use DOWN ARROW to access the list and then use the RIGHT ARROW to change the filter to Description.

9. Type "L" in the Description field, use the DOWN ARROW to select Loudspeaker, Black, 120W, and then press ENTER.

10. Press ENTER until you are in the Quantity field. 11. Type "2" in the Quantity field, press ENTER and then press ENTER

again to confirm the Check Availability textbox. 12. Press Ctrl+ENTER and the new sales order is created.

Steps: View a New Sales Order with Keyboard Shortcuts

To view the new sales order, press Shift+F12 to go back to the Role Center

1. Press F6 until you have navigated to the Navigation Pane, use DOWN ARROW to select Sales Orders and then use RIGHT ARROW to open the filtered list.

2. Use DOWN ARROW to navigate to Sales Orders - Open and then press ENTER.

3. Press F6 until you have navigated to the Sales Order - Open list. 4. If needed use DOWN ARROW to select sales order no. 1001 and

then press ENTER.

You can now view the sales order that you just created.

Information Additions Microsoft Dynamics NAV 2009 SP1 introduces information additions to create a better user experience and improve user performance.

About This Page

Microsoft Dynamics NAV 2009 SP1 introduces the About This Page feature to help improve the productivity of customers, partners, and developers. This feature is similar to the Zoom feature in the Classic client.

About This Page can be found in all pages. This feature lists information about fields and values that are found in a table on which a page or report is based.

About This Page lists the following page information:

• ID • Type • Mode



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• SourceTable • Record

The About This Page feature is mostly a help for debugging. However, it is also beneficial for other users. For example, if a user wants to know the value of a field that is not displayed on the page or report but is available in the underlying table, About This Page provides that data.

FIGURE 1.7 ABOUT THIS PAGE

To open About This Page, press CTRL+ALT+F1 or click the Help button on the Action Pane, and then click About This Page.

The About This Page feature has the following FastTabs:

• Page Information • Table Fields, sorted first by key fields, then alphabetically • Source Expressions • FlowFilter Fields • Filters

Extract About this Page to Table Data

Information on the About This Page feature can be exported to the following formats:

• HTML attachment in a new e-mail message. • Microsoft® Office Word document. • Microsoft Office Excel spreadsheet.



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The information can also be printed directly from the About This Page window.

To send the table data to another program, follow these steps:

5. Open About This Page. 6. Click Actions. 7. Point to Send To, and then select one of the following options:

o Recipient as Attachment o Microsoft Word o Microsoft Excel

FIGURE 1.8 EXTRACT TO TABLE DATA

Progress Indicator

The Progress Indicator in Microsoft Dynamics NAV 2009 SP1 provides a visual indicator that displays when the system is busy processing.



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The Progress Indicator is only shown if dataset takes more than a few seconds to create and display. The Progress Indicator shows the following information:

• How long the reports have been executed • How many rows have been received from the server

FIGURE 1.9 PROGRESS INDICATOR

If the process is taking longer than expected or is no longer needed, click Cancel to stop processing.

Filtering In Microsoft Dynamics NAV 2009 SP1, the flexibility of filters is improved, by adding the options to filter on one or more fields.

Filters allow users to have all their preferences in the role center.

Users can save any filters they want to, including the following:

• Filters to display certain accounts • Customer filters • Filters for certain entries • Any other records for quick access to data that is used daily



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Single Filters

Users can add a filter value into the Type to filter field in the filter pane. The filter can also be set directly from a line by simply right-clicking the value that the user wants to filter and then selecting the Filter to this Value option.

FIGURE 1.10 TYPE TO FILTER FIELD

Only records that match the criteria in the filter will be displayed.

Remove the applied field filter by clicking the Delete button on the value in the Type to filter field in the filter pane.

Filters can be saved so that the user can access the same filter daily from the Navigation Pane.

Demonstration: Save a Single Field Filter

Scenario: Arnie, the Accounts Receivable clerk, only works with the sales orders for Selangorian Ltd.

Instead of clicking through the Navigation Pane and all the sales orders, he wants to save a filter in the Navigation Pane for sales orders for Selangorian Ltd.

Steps: Set Up and Save a Single Filter

To save a filter for sales orders , follow these steps:

1. In the Search field, enter Sales to view the search-list for everything with sales.

2. In the drop-down list, select Sales Orders. 3. In the lines, select Selangorian Ltd, right-click the field and then

click Filter to this Value. All the sales orders for Selangorian Ltd. are now displayed.



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4. Click the Sales Orders title menu and then select Save View As. 5. In the Name field, type "Selangorian Sales Orders" and then click

OK. 6. Click Yes to save the changes. 7. In the Navigation Pane, click Sales Orders, and then click

Selangorian Sales Orders, the saved filter is displayed.

Advanced Filter

If you want to filter on more than one field, use the Advanced Filter function on the filter pane.

FIGURE 1.11 ADVANCED FILTERS

Demonstration: Set Multiple Field Filters

Scenario: Arnie wants to save a filter for sales orders that display only Location Code WHITE for those customer that have a customer number greater than 60000.

Steps: Set Multiple Field Filters

To set filters for multiple fields, follow these steps:

1. Open Sales Orders. 2. Click the Sales Orders title menu, and then click Advanced Filter.

You will see a new filter pane that displays advanced search options. 3. In the first line, in the Where field, click the drop-down arrow and

select Location Code. 4. In the Enter a value field, click the drop-down arrow, select

WHITE, and then press ENTER. Notice that only lines with Location Code WHITE are displayed.

5. Click Add Filter to start a new line. 6. In the And field, select Sell-to Customer No. 7. Click the Enter a Value field and then enter > 60000.

All lines with a customer number greater than 60000 are displayed.



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Users can continue to add new filters or modify existing criteria.

• To clear one filter, click the Delete X button. • To clear all filters, click the Sales Orders title menu and then click

Clear Filter.

Remove Saved Filters

Users can remove saved filters with the following steps:

1. In the Navigation Pane, right-click one of the buttons and then select Customize Navigation Pane.

2. In the Lists section, select the filter that you want to remove, click the Remove button, and then click OK.

3. Click Yes to save the changes.

FIGURE 1.12 REMOVE FILTERS

Data Entry Microsoft Dynamics NAV 2009 SP1 introduces several general facilities and behaviors that help the user enter data into Microsoft Dynamics NAV in a quick and simple way, thus enhancing daily productivity.



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Inline Calculation

Inline Calculation is an important feature for productivity and eliminating the risk for data entry or calculation errors. Inline Calculation enables the user to enter simple expressions in a field to make calculations directly in Microsoft Dynamics NAV.

For example, Inline Calculation is useful when you work with a sales order. If a user wants to order 4x6 pieces of a particular item, then the user can enter this expression right into the field of the sales order and get the correct value, instead of using a calculator. This capability can be used anywhere the user must calculate a value. The user can calculate units, exchange rates, rebates, discounts, or profits.

FIGURE 1.13 INLINE CALCULATION

Single-cell Data Copy

You can copy the data in a cell in a list, and paste that value elsewhere, and you can also copy the entire row.

Single-cell data copy is another important keyboard shortcut. Single-cell data copy is a features that copy the field above by pressing the keyboard shortcut F8, it is a important feature that is added to improve daily productivity.



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Lab 1.1 - Save a filter view Scenario

Arnie the Accounts Receivable clerk wants to have a shortcut in his Navigation Pane for all English customers.

He wants the filtered list to be named: "GB Customers".

Challenge Yourself!

1. Select the customer list and filter the list as specified in the scenario. 2. Save the filtered list.

Need a Little Help?

1. Select the Customer. 2. Add Country/Region Code in the column header. 3. Filter on GB in Country/Region Code. 4. Save the filter as "GB Customers". 5. View your new saved filter: GB Customers

Step by Step

1. In the Navigation Pane, click Customers. 2. Right-click the column header and select Choose Columns to open

the Customize Customer List. 3. Select Country/Region Code, click Add, and then click OK. 4. In the Type to filter text box, type in "GB". 5. Click the drop-down arrow in the filter list and select

Country/Region Code and then press ENTER. 6. Click the Customers drop-down arrow and select Save View As. 7. In the Name field, type in "GB Customers" and then click OK. 8. Click Yes to save the changes and restart. 9. In the Navigation Pane, click Customers and then select your new

saved filter GB Customers.



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Lab 1.2 - Remove a saved filter Scenario

Arnie no longer works with English customers and wants to clean up his Navigation Pane and remove the filter he has saved.

Challenge Yourself!

Remove the GB Customer filter in the Customize Navigation Pane.

Need a Little Help?

1. Open Customize Navigation Pane. 2. Remove GB Customers.

Step by Step

1. In the Navigation Pane, right-click and select Customize Navigation Pane.

2. In Lists select GB Customers, click the Remove button, and then click OK.

3. Click Yes to save the changes and restart.



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Summary Microsoft Dynamics NAV 2009 SP1 offers an extension of features to the RoleTailored Client and the Role Center.

Such as personalizing the Role Center with the enhanced splitter, save filters and views to customize the user role and increase the daily productivity.

The Search feature, the data entry new features and improvements, About This Report, and the updated keyboard shortcuts are all improvements, that help the user become more familiar with the RTC and improve the user experience in Microsoft Dynamics NAV 2009.



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Test Your Knowledge 1. Which Keyboard shortcut navigates to the Search field?

( ) F8 ( ) Ctrl+S ( ) Ctrl+F3 ( ) F3

2. Mouse rollovers are:

( ) help messages that appear when the mouse rolls over a field ( ) help messages that appear when the mouse rolls over a button ( ) accessed from the Navigation Pane ( ) found throughout the product

3. Susan is searching for the page related to entering budgets for purchases. How can Susan quickly find the page if she cannot remember the name of the page?



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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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Solutions Test Your Knowledge

1. Which Keyboard shortcut navigates to the Search field?

( ) F8 ( ) Ctrl+S (•) Ctrl+F3 ( ) F3

2. Mouse rollovers are:

(√) help messages that appear when the mouse rolls over a field (√) help messages that appear when the mouse rolls over a button ( ) accessed from the Navigation Pane (√) found throughout the product

3. Susan is searching for the page related to entering budgets for purchases. How can Susan quickly find the page if she cannot remember the name of the page?

MODEL ANSWER:

In the page search box, Susan type budget , to view a drop-down with suggestions for all pages for budgets.



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Documents

CHAPTER 1: ROLETAILORED CLIENT · customize to support the job functions of various work roles in an organization. In Microsoft Dynamics NAV 2009 SP1, the RoleTailored Client (RTC)