1. Microsoft Dynamics® SL
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Microsoft Dynamics® SL
Customization Manager and
Professional Service Tools Library

2. AGENDA Customization Manager Professional Services Tools Library
Objectives
AGENDA
Customization Manager
Overview
How to get Started
Business case examples
Professional Services Tools Library
Business case example
Ask the students to note their objectives on the page provided in the manual.
Question to students: What do I hope to learn from this course? Why am I here today? Some ideas:
My boss signed me up
I want to learn more about a specific feature
I have a new job that requires new skills
I needed a day out the office

3. Customization Manager Overview
Customization Manager is a tool to:
modify standard Microsoft Dynamics SL application windows
give a custom look to Microsoft Dynamics SL windows
meet specific system processing or security requirements
accommodate individual user needs
modify SL at the user or at a group level
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4. Customization Manager Overview
Customization Manager is NOT
It does not actually change the Microsoft Dynamics SL application's code
Cannot modify Microsoft Dynamics SL processes, such as releasing batches and posting transactions
Rather, the data resulting from the window modification(s), and any related VBA code developed, are written and stored in the system database
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5. Customization Business Case Examples
Some common examples:
Rearrange the fields in data entry order
Add new or additional fields
Change the default values of fields
Modify the way data fields display values like telephone numbers and Social Security numbers
Hide fields for all users or specific users
Make fields display-only
Make fields required, where normally they are not
Write Visual Basic for Applications (VBA) code and associate the VBA code with a Microsoft Dynamics SL window or object
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6. Getting Started With Customizations
The basics customization
Select the Customization Level
Start Customize Mode
Select the Object to Modify
Make modifications
Save Customizations
Exporting / Importing customizations
Deleting a customization

7. Customization Business Case Examples
Customization demonstration
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8. Professional Services Tools Library (PSTL) is a tool to:
PSTL - Overview
Professional Services Tools Library (PSTL) is a tool to:
Modify or change a key field to a new value
Account, Subaccount, Vendor ID, Customer ID, Project ID, Task, etc.
Combine key fields, or take two key values of select tables and combine them to a single value
Rebuild Vendor 1099 Balances
Will only work on standard tables
Free to SL Customers on a current maintenance plan
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9. PSTL – Business Examples
List of key fields that can be Modified:
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10. PSTL – Business Examples
List of key fields that can be Combined:
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11. Customization Business Case Examples
PSTL Demonstration
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12. Customization manager is an embedded tool that :
Conclusion
Customization manager is an embedded tool that :
Can help you present screens and develop business processes in the system that are customized to YOUR needs
Is easy to use in most cases
Can be implemented at a user or a group level
Is saved within the system databases
PSTL is a Dynamics tool that:
Can safely make changes to certain key fields in your database
Is a free tool with a current maintenance plan