Walkthrough: Personalizing the Order Processor Role Center

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.

This walkthrough provides examples of how to personalize the Order Processor Role Center with Microsoft Dynamics NAV. The walkthrough demonstrates how to:

  • Personalize the Navigation pane

  • Personalize the customers list

Prerequisites

Before you can perform the steps in this walkthrough, you must:

  • Install Microsoft Dynamics NAV 2009.

  • Install the CRONUS International Ltd. demo database.

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

  1. In the RoleTailored client, click the Home tab to go to the home page of the Order Processor Role Center.

  2. In the top right corner, click the Customize button, and select Customize Navigation Pane.

  3. In the Customize Navigation Pane window, click the New button.

  4. In the New Activity Button window, in the Name field give the new group a name. In this example, name the group Contacts.

  5. Select an icon from the list, and click OK.

  6. In the Customize Navigation Pane window, click Add.

  7. In the Add List window, from the Available lists, expand Sales and Marketing, then expand Sales, select Contacts, and click OK.

  8. 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.

  9. 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.

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

  1. In the Navigation pane, click the Home tab and then Sales Orders to open the Sales Order page.

  2. In the top right corner, click the Customize button, and select Customize Action Pane.

  3. In the Customize Sales Orders window, select Choose Columns.

  4. From the Available columns list, select Bill-to Customer No. and click Add.

  5. 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.

  6. Click OK to save the change and close the window.

    The change is immediate—no restart required this time.

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.

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