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Microsoft Dynamics NAV 2009 RoleTailoring - Video Series

Last Modified Tuesday, December 24, 2013
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As a great tool for partners as well as customers, Microsoft Dynamics NAV now offers a video series of seven short videos that will take you through the basic steps in how to RoleTailor your business with NAV 2009 RoleTailoring, and what benefits that come with it.
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Each of the seven videos covers a different aspect of RoleTailoring and gives you a clear overview and understanding of what it’s all about, who it’s aimed for, how it’s implemented and how it’s used. The three experts, Jesper Lachance Raebild, Morten Holm-Petersen and Jesper Theil Hansen, explain and pass on the different elements of Microsoft Dynamics NAV 2009 RoleTailoring – the more technical elements and the more functional elements – in a coherent and user friendly way, which makes it easy to quickly feel educated in RoleTailoring. Make sure to watch all seven videos in order to get the fully understanding and insight of Microsoft Dynamics NAV 2009 RoleTailoring.

  1. Microsoft Dynamics NAV 2009 RoleTailoring – Who and How
    This section focuses on who and how should do RoleTailoring, and covers three layers of RoleTailoring - configuration, customization and personalization.
  2. Microsoft Dynamics NAV 2009 RoleTailoring – Good Content for the Role Center
    The Role Center is designed to give you an overview of your daily tasks. This section shows how you can organize a Role Center to help you prioritize your work and monitor your performance.
  3. Microsoft Dynamics NAV 2009 RoleTailoring – Efficient Navigation
    With the Role Center you can find information quickly and efficiently. Breadcrumbs show your current position, easily customizable Navigation Pane provides links to lists you use daily, and Search is a great way to jump to pages you need.
  4. Microsoft Dynamics NAV 2009 RoleTailoring – Minimize Keystrokes
    You can minimize keystrokes by displaying only relevant information and fields on pages. Microsoft Dynamics NAV allows you to customize pages, where you can choose which fields to hide or promote. This provides a better overview of information and makes the user experience faster.
  5. Microsoft Dynamics NAV 2009 RoleTailoring – Better Decisions and Fewer Mistakes
    In Microsoft Dynamics NAV each list and card has a set of FactBoxes that display relevant information for the chosen record. In this way, you have all the information right at hand. FactBoxes are customizable, and you can choose which FactBoxes and what fields on them you want to be displayed.
  6. Microsoft Dynamics NAV 2009 RoleTailoring – Show Task Steps
    You can organize the Action Pane on any card, like Customer Card or Sales Order Card, by grouping the actions and aligning them in a process. This would make it easier for new users to find actions they need and will help experienced users to be more efficient.
  7. Microsoft Dynamics NAV 2009 RoleTailoring – Deep RoleTailoring with Partner
    RoleTailoring consists of five layers. This section mainly focuses on the integration layer, which lets you integrate Microsoft Dynamics NAV with other products or call out to .NET applications, and the extensibility layer, which lets you extend the standard system with new capabilities, like visualizations. This section also provides some tips and tricks for RoleTailoring.
https://mbsauthor.partners.extranet.microsoft.com/sites/CSNAV/northamerica/Learning/Pages/MSDNAV2009RoletailoringVideos.aspx
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NAV 2009