Microsoft Dynamics NAV 2009 Customisation

One of the best things about Microsoft Dynamics NAV 2009 is the extent to which your users can customise the appearance of “pages” in the new Role Tailored Client (RTC).

Pages replace forms in the RTC as the main way of displaying data to users. In addition to the main part of the page, displaying either a list of records or details of one record, you will find the Action Pane (1), the Filter Pane (2) and the FactBox Pane (3).

NAV Page

These panes can be customised by the user, by clicking on the Customize options from the icon in the top right hand corner.

Customise NAV Page All of the actions available to the user are shown in the Actions, Related Information and Reports menus and users can show or hide items, change their order or group items together.

Users can also choose which items are “promoted” to the action pane. This puts the name of the action, with its icon on the pane for easy access. Anything that appears in the menus can be added to the action pane.

Users can also choose to give some actions a large icon to make them more prominent e.g. as the “New” action in the above image.

FactBoxes are used to display useful information related to the task in hand. For instance, sales statistics for the current customer, documents which are linked to a vendor or notes about a production order.

Users can choose the FactBoxes to display and also customise which data is shown within the FactBox.

Customise FactBoxes

This allows users to make the actions and information that they need easily accessible, reducing the need to hunt through menus and streamlining the tasks they need to carry out.

Another benefit of customising in NAV 2009 is that all of the customisation is stored in the database, rather than in a file on the local machine (the .zup file of previous versions), so users will see their customised pages regardless of the machine they use to log in.

It is also possible to save your customisation against an entire profile – so that all users who use that profile can see the changes. For example, order processors might have a report that they often need to run to show existing customer orders. An administrator could add the report to the customer list and promote it to the Action Pane for the order processor profile. The next time any order processor runs the customer list page they will see the promoted action, without having to add it individually.

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