1. Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster www.navug.com How to Configure Roles & Activity Queues Kim Congleton - Group O Supply Chain Solutions Tom Taylor - Microsoft Corporation

2. 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

3. Where USERS Make the Difference! 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

4. Where USERS Make the Difference! More Information  Run Command Prompt Arguments – Microsoft.Dynamics.Nav.Client.exe -?  Use Run Command Configuration of Roles Startup parameters

5. 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 http://blogs.msdn.com/b/nav/archive/2011/03/30/nav-2009- tips-and-tricks-personalize-the-departments-menu.aspx

6. 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 http://blogs.msdn.com/b/nav/archive/2011/04/05/nav-2009- tips-and-tricks-disable-personalization.aspx

7. Where USERS Make the Difference! Develop Activity Queues Developer task Activity Parts How are they built? – Cue Table – Activities Page – Role Center Part How do I add custom Cue?

8. Where USERS Make the Difference! 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. 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)))

10. 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)))

11. Where USERS Make the Difference! Layers in RoleTailoring Personalization Users Configuration Power- users IT Partner Customization IT Partner Integration IT Partner ISV Extensibility Partner ISV Usability Familiarity Transactional Efficiency Flexibility Business Insight Business Insight Collaboration

12. 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 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 http://www.navug.com/events/02232011?date=2012-02