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Walkthrough: Configuring the Order Processor Role Center

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The Microsoft Dynamics NAV Windows client provides a customizable user interface that you can modify to support the job functions of different work roles in your organization. The Microsoft Dynamics NAV Windows client offers over 20 predefined Role Centers. To be able to configure a Role Center, you must be an administrator with the SUPER role. The difference between configuration and personalization is that configuring a Role Center changes the user interface for all users who have the same profile, whereas personalizing a Role Center only changes the user interface for a single user.

Configuration tasks are typically performed by an administrator, SUPER user, or Microsoft partner. This person configures the Microsoft Dynamics NAV user interface (Role Center) to suit a specific role, and then assigns users to the Role Center.

About This Walkthrough

This walkthrough provides examples of how to configure the existing Order Processor Role Center in Microsoft Dynamics NAV. This walkthrough illustrates the following tasks:

  • Verifying that you are the owner of a Role Center.

  • Opening the Microsoft Dynamics NAV Windows client in configuration mode.

  • Configuring the ribbon.

  • Configuring the FactBox pane.

Prerequisites

To complete this walkthrough, you will need:

  • Microsoft Dynamics NAV 2013.

  • The CRONUS International Ltd. demonstration database.

Verifying Ownership of a Role Center

To be able to configure a Role Center, you must own the associated profile.

To verify ownership of a Role Center

  1. Open the Microsoft Dynamics NAV Windows client, and then either search for or open the Profiles page.

  2. Double-click ORDER PROCESSOR to open the Sales Order Processor profile card.

  3. In the Owner ID field, choose the field, and then choose your logon.

  4. Choose the OK button to close the window.

Opening the Microsoft Dynamics NAV Windows client in Configuration Mode

If you are the owner of the profile, you can open the Microsoft Dynamics NAV Windows client in configuration mode for that profile. Changes that you make to a Role Center in configuration mode apply to all users associated with the profile. You can undo changes for any user interface element by using the Restore Defaults button in any dialog box.

To open the Microsoft Dynamics NAV Windows client in configuration mode

  1. Open a command prompt and change to the directory that contains the Microsoft Dynamics NAV Windows client executable. For example, type the following command: cd C:\Program Files (x86)\Microsoft Dynamics NAV\70\RoleTailored Client

    Note

    The top-level directory may be Program Files (x86) or Program Files.

  2. Open the Microsoft Dynamics NAV Windows client in configuration mode by typing the following command: Microsoft.Dynamics.Nav.Client.exe -configure -profile:"order processor"

    The Microsoft Dynamics NAV Windows client opens in configuration mode.

Configuring the Ribbon

The ribbon in the Microsoft Dynamics NAV Windows client is a dynamic pane that changes according to the page that is currently loaded. The ribbon for the Order Processor Role Center reflects actions that are appropriate for a person in the order processor role. The next procedure shows how to promote an action to the Process group.

To configure the ribbon

  1. In the Microsoft Dynamics NAV Windows client, in the Search box, enter Role Center, and choose the related link to locate the home page of the Order Processor Role Center.

  2. In the Search box, enter Sales Orders, and choose the related link to open the Sales Orders page.

  3. In the Application menu, choose Customize, and then choose Customize Ribbon.

  4. In the Available actions list, select Help, and then Page Notes.

  5. Under Show actions in this order, expand Home, choose Process, and then choose the Add button to move Page Notes to the Process group.

  6. Choose the OK button to save and close the window.

Configuring the FactBox Pane

FactBoxes are smaller windows that contain information related to the current main window. They appear on the right of the page. The following procedure demonstrates how to add FactBoxes to the FactBox pane. The FactBoxes that are available vary according to what has been linked to the page.

To configure the FactBox pane

  1. In the Search box, enter Sales Orders, and then choose the related link to open the Sales Orders page.

  2. In the Application menu, choose Customize, and then choose Choose FactBoxes.

  3. From the Available FactBoxes pane, select Links, and then choose the Add button.

  4. Choose the OK button to save and close the window.

Next Steps

In this walkthrough, you have configured the Home menu and the FactBox pane for the Order Processor Role Center. These are just two options that you have for changing the user interface of a role center to better fit a specific profile in your company.

All users of the profile see these changes. If you want more specific user settings and changes, each user of the Role Center can personalize their view by adding or removing functionality that they use often or less frequently. For more information, see Walkthrough: Personalizing the Order Processor Role Center.

See Also

Tasks

How to: Open the Microsoft Dynamics NAV Windows Client in Configuration Mode

Concepts

Profiles and Role Centers
Working with Role Centers
Resetting Personalization and Configuration Settings