Book Image

Implementing Microsoft Dynamics NAV 2009

By : David Roys, Vjekoslav Babić
Book Image

Implementing Microsoft Dynamics NAV 2009

By: David Roys, Vjekoslav Babić

Overview of this book

<p>Microsoft Dynamics NAV 2009 is the latest release of the NAV application (formerly known as Navision) from the Microsoft Dynamics family of products that brings a 3-tiered architecture, web services enablement, and many more exciting features, to the well established Enterprise Resource Planning (ERP) solution.<br /><br />Although Dynamics NAV is carefully designed for ease of use, attaining measurable business gains requires an understanding of business, finance, analysis and design techniques, programming skills, and the ability to manage complex projects coupled with an expert knowledge of the product itself.<br /><br />This book distils hard won experience into an easy to follow guide to implementing the full power of Dynamics NAV in your business. It won't just tell you how to do it; it will show you how to do it. It will help you to become a better consultant or developer by providing practical examples and expert advice.<br /><br />From an introduction to the new RoleTailored user interface to a series of practical web services programming tutorials, you will gain a deep understanding of what NAV 2009 has to offer compared to previous versions. With a strong emphasis on practical examples, we take you through the implementation process and provide guidance on configuring the Chart of Accounts and Dimensions for financial analysis, how to use the Rapid Implementation Toolkit (RIM) to reduce implementation effort and an overview of the Sure Step implementation methodology. You will learn how to take a business problem through to a working solution using industry standard techniques such as use-case modelling and object-role modelling. We will teach you how to design and develop NAV objects including the new Page object and the Client Reporting Services report layouts.</p>
Table of Contents (17 chapters)
Implementing Microsoft Dynamics NAV 2009
Credits
Foreword
About the Authors
About the Reviewers
Preface
Index

How to personalize the RoleTailored client


Older versions of Dynamics NAV allowed some personalization of the user interface but only to a limited extent. It was possible to personalize the navigation pane by hiding menus and menu options, creating shortcuts, and generally moving things around. It was also possible to customize list controls on forms by selecting the columns that should be shown and changing the height of the heading row. Unfortunately, by the standards of other ERP products I have worked with (particularly Dynamics AX), this was a pretty poor show. It's sad but true that NAV would get teased and bullied by AX because of its limited personalization capabilities; but not anymore. NAV has grown up and has a personalization capability to be proud of.

Now let's take a look at how to personalize the RoleTailored client or in the words of Simon Cowell, 'Make it your own!'

Make it your own

There are two levels of personalization for the RoleTailored client: those changes that can...