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How to Configure Roles&

Activity Queues

Kim Congleton - Group O Supply Chain SolutionsTom Taylor - Microsoft Corporation

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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 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

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More Information

Run Command Prompt Arguments– Microsoft.Dynamics.Nav.Client.exe -?

Use Run Command

Configuration of RolesStartup parameters

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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-2009-tips-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-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

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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

Personalization

UsersConfiguration

Power-usersITPartner

Customization

ITPartner

Integration

ITPartnerISV

Extensibility

PartnerISV

Usability

Familiarity

Transactional Efficiency

Flexibility

Business Insight

Collaboration

Business Producti

vity

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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