With the RoleTailored client you get a customizable user
interface that can be modified to support the job functions of
different work roles in your organization. The RoleTailored client
provides 21 predefined Role Centers, which users can personalize to
suit their own needs.
Personalization tasks are typically performed by the end user
and apply only on the user's computer. Users can personalize their
Role Center to meet their individual work requirements.
About this Walkthrough
This walkthrough provides examples of how to personalize the
Order Processor Role Center with Microsoft Dynamics NAV. The
walkthrough demonstrates how to:
Prerequisites
Before you can perform the steps in this walkthrough, you
must:
Personalizing the Navigation
Pane
In this procedure, you add a new group to the navigation pane,
to provide a shortcut to the Contacts page.
To personalize the Navigation
pane
-
In the RoleTailored client, click the Home tab to
go to the home page of the Order Processor Role Center.
-
In the top right corner, click the Customize button, and
select Customize Navigation Pane.
-
In the Customize Navigation Pane window, click the
New button.
-
In the New Activity Button window, in the Name
field give the new group a name. In this example, name the group
Contacts.
-
Select an icon from the list, and click OK.
-
In the Customize Navigation Pane window, click
Add.
-
In the Add List window, from the Available lists,
expand Sales and Marketing, then expand Sales, select
Contacts, and click OK.
-
In the Customize Navigation Pane window, click
OK.
You will see a message informing you that your changes have been
saved and will take effect after the application has been
restarted.
-
Click Yes to indicate that you want to restart the
application right away.
Once the application restarts, notice that there is a new tab in
the Navigation pane: Contacts.
Personalizing the Customers
List
The standard Order Processor Role Center comes with a predefined
set of columns that can easily be adjusted to display needed
information. The following show how to add an additional column to
the customer list.
To personalize the customers
list
-
In the Navigation pane, click the Home tab and then
Sales Orders to open the Sales Order page.
-
In the top right corner, click the Customize button, and
select Customize Action Pane.
-
In the Customize Sales Orders window, select Choose
Columns.
-
From the Available columns list, select Bill-to
Customer No. and click Add.
-
In the Show columns in this order list, select the just
added Bill-to Customer No. and click Move Up until
the new item is just under Sell-to Customer Name.
-
Click OK to save the change and close the window.
The change is immediate—no restart required this time.
Next Steps
In this walkthrough you personalized the navigation pane to
provide easy access to contacts, and added an extra column to the
customer list in the Order Processor Role Center. These are two
examples of how you can change the user interface of a role center
to better support your job function. The changes affect only the
current user on the current computer. If there is a need for more
generic user settings and changes, the administrator can configure
a Role Center for all users, as described in Walkthrough: Configuring
the Order Processor Role Center.
See Also
