How to Configure Roles & Activity Queues

1. How to Configure Roles&Activity Queues Kim Congleton - Group O Supply Chain Solutions Tom Taylor - Microsoft Corporation

2. 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

3. 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

4. Configuration of RolesStartup parameters More Information • Run Command Prompt Arguments • Microsoft.Dynamics.Nav.Client.exe -? • Use Run Command

5. 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

6. 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

7. Develop Activity QueuesDeveloper task • Activity Parts • How are they built? • Cue Table • Activities Page • Role Center Part • How do I add custom Cue?

8. 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

9. 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)))

10. 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)))

11. Layers in RoleTailoring Transactional Efficiency Flexibility Business Insight Business Productivity Familiarity Collaboration Usability

12. 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