User Personalization – Business Central

In Business Central it is easy to personalize your pages. You can personalize your pages by changing, adding or removing fields from these pages.

Now, how do you do this?

  • You go to Settings and click on Personalize which opens personalization business manager.

  • Now let’s say that you want to change the customer list. Click on customer list and you can start changing a number of things. For example, you want to get rid of phone number. Click on the red triangle and hide and it is gone.

  • Now Maybe you want to add field. Click on more, +Field to add more fields to the page.

  • Let’s say, the Language Code. Type in language code, and drag it now to the canvas.

  • You can also change the order of the field as well as sorting of the fields, and once you are done, click Done and you will have a personalized page.

Please note this is only be applicable to the user who has personalized his or her page. This will not be applicable to the other users in the company. So personalization is on the personal level. That is what each user can do for his or her pages to make sure that they are reflecting whatever that user wants to see. A personalization can always be undone. That means reverting it back to the status before the personalization.

To clear personalization, click Settings > Personalize > Clear personalization. This will undo the changes.

User Personalization – Business Central

In Business Central it is easy to personalize your pages. You can personalize your pages by changing, adding or removing fields from these pages.

Now, how do you do this?

  • You go to Settings and click on Personalize which opens personalization business manager.

  • Now let’s say that you want to change the customer list. Click on customer list and you can start changing a number of things. For example, you want to get rid of phone number. Click on the red triangle and hide and it is gone.

  • Now Maybe you want to add field. Click on more, +Field to add more fields to the page.

  • Let’s say, the Language Code. Type in language code, and drag it now to the canvas.

  • You can also change the order of the field as well as sorting of the fields, and once you are done, click Done and you will have a personalized page.

Please note this is only be applicable to the user who has personalized his or her page. This will not be applicable to the other users in the company. So personalization is on the personal level. That is what each user can do for his or her pages to make sure that they are reflecting whatever that user wants to see. A personalization can always be undone. That means reverting it back to the status before the personalization.

To clear personalization, click Settings > Personalize > Clear personalization. This will undo the changes.

User Interface – Business Central

Role Center

Every Role Center is built or designed out of the same components.

  • On top, there is the AppBar in which you can find the:
    • App menu
    • A search button
    • A feedback button
    • A notifications button
    • My settings
    • The question mark for more information and
    • The signed-in user.
  • Underneath the AppBar we have the Navigation bar, existing of:
    • Navigation menus and
    • List places

    Here you find menus for different functional domains and departments relevant to the role and quick access to master data applicable to the specific role.

  • Next, we have the Headline area in which salient insights are published and the action area that contains the most used actions for your role. By having these actions directly on your Role Center, you save clicks and you win speed.
  • More insights are then built up by Cues, in which most relevant statistics for the role are built and cues are displayed in:
    • Standard layout and
    • Wide layout

List Page

A list page publishes multiple records on one page, for example a customer list.

  • On top of the list page, you will have an App and a Navigation bar just like the Role Center page. But on top of that, a list page will also have a Command bar including an action menu with most relevant actions for that master data.
  • Underneath the command bar, you will find the real content of this page in the Content section.
  • Then on the right-hand side you will have the Factbox pane which will include much more statistics and additional relevant information for that customer record that you have selected.

Card Page

Now, let’s have a look at the card page.

  • On top of the card page we have the Ribbon. The ribbon is organized in tabs, and in each tab you’ll find the most relevant actions grouped, like, for instance, the actions related to the creation of new documents.
  • The content of the card page is organized in FastTabs. Each FastTab includes information published in fields related to the FastTab name.
  • On the right-hand side, you will find a Factbox.
  • On the right-hand side of the FastTab you can find the Promoted fields. These are fields in the FastTabs that display their value.

Pages in Business Central

In Microsoft Dynamics 365 Business Central Pages offer a modern online visual and convenient experience.

The user interface consists out of following important types of pages:

Role Center Page

You typically open your Business Central solution with a Role Center Page, it represents your starting point in your solution by giving you quick access to the information you need, the actions you want to perform and the insights you need to make decisions.

Microsoft Dynamics 365 Business Central provides several different Role Centres for users who have different jobs in a company.

List Page

List pages display lists of customers, vendors, contacts, sales orders, sales invoices and many more. As you find multiple records on one page, List pages are typically used to search and filter for information.

Card Page

You can use a card page to view and edit one record or entity from a table. The card page displays a wider selection of information than a list page. You can find more detailed information on the card page than on a list page. The card page only displays information of one record while a list page displays multiple records.

Documents Page

Document pages, focus on user tasks. Examples of document pages are Sales Order, Purchase Order, Sales Invoice, Purchase Invoice, Posted Sales Invoice, Posted Purchase Invoice and many more.

Microsoft Dynamics Business Central

Microsoft launched Microsoft Dynamics 365 Business Central in Australia and New Zealand quiet recently and here is what you need to know.

What Makes Microsoft Dynamics 365 Business Central a Cloud End to End Business Solution?

The typical features of a Cloud End-to-End Business Solution system are:

All these distinctive Cloud End-to-End Business Solution features are within Microsoft Dynamics 365 Business Central.

What are the Price Points?

Dynamics 365 Business Central is available essentially at following price points:

  1. Team Member
  2. Essential and
  3. Premium

App Source

To find Apps:

  • In the Search box type “Extensions”, and then click Extensions.
  • You will then find the pinned extensions.

You can find apps on App Source for more capabilities. If you’re a developer, you can build powerful extensions and then add them to App Source for easy discoverability.

In Office 365 Experience

Microsoft Dynamics 365 Business Central is fully integrated with Office 365. And this is really very powerful. It results in a lot of convenience. It results in a lot of power. And it results in a lot of efficiency. Know More.

Profiles in Microsoft Dynamics NAV 2017

There have been some changes and additions in the User Profiles in Microsoft Dynamics Nav 2017.

Check previous blog article for other Profiles available in NAV 2016.

BUSINESS MANAGER (9022)

Previously called SMALL BUSINESS (9022) in Nav 2016 and now BUSINESS MANAGER (9022) in NAV 2017

ACCOUNTANT (9027)

O365 SALES (9029)

SALES AND RELATIONSHIP MANAGER (9026)

SECURITY ADMINISTRATOR (9024)

TEAM MEMBER (9028)

NAV User Groups and Permissions Provisioning

Working with User Groups

A User Group specifies a group that you have added permission sets and users to.

Create User Groups

Click Departments/Administration/IT
Administration/General/Users.

Click User Groups and create user groups as per your business requirement. For example, here we have created three groups, namely for Finance Administrator, Finance User and Finance Viewer.

Add Members to the User Groups

You can use the User by User Group window to assign or remove users to user groups. There is a matrix of User Group Vs User Name where we can select or remove Users to the User Group.

Permission Set by User Group

With Microsoft Dynamics NAV 2016, there is an easy way to assign or remove permissions. From the User Group window, select User Group Permission Sets and select the permissions you want to assign to all users of the group.

Export and Import User Group

You can set permissions up in a test. Once all setup and testing is complete, you can move them to the production environment using Export User Group and Import User Group.

If you are planning to create a new user Group that will be a subset or superset of any existing group, you can use Copy User Group.

The following picture shows the xml file that is generated when you export the user group, which contains the user group details and the permissions assigned to that group.

You can import it into your production environment and assign users in the group.

NOTE:

  • User Groups are stackable, so you can associate and disassociate them with a user to create the necessary permission structure.
  • Try to identify the base access requirements for users across all levels of your organization as a starting point. Having a “foundational” User Group will simplify your task tenfold by leaving only the areas that require some lock-down / control to manage.

Working with Permissions

Permission Recording

Let’s say you would like to give certain user access to post payables. Now, this was quiet complex in previous versions of NAV, because when you click on the “Post” button in NAV, a bunch of stuff happens in the background to make that document get posted, hitting all sorts of tables and code units. Typically, if you had no point of reference what permissions were involved in an action like posting, you’d have to trial-and-error your way through the endless error message pop-ups which was both tedious and inefficient.

Microsoft Dynamics NAV 2016 has its own version of a database profiler – a little script that lurks in the background and watches what you do temporarily, making note of all the tables and areas of NAV that you’re touching. This means that you can click the “Start” button, go post an invoice, press “Stop” and then confirm the prompt asking to add the recorder permissions. The routine adds in all the relevant recorder permissions.

Example:

  1. Click Departments/Administration/IT Administration/General/Permission Sets.
  2. Create a new permission set POSTING for posting invoice.
  3. Click Permissions.

  1. Click Start on the Permissions window and confirm the prompt that appears.

  1. Post a Sales Order (ship and invoice).
  2. Come back to the Permissions window and click Stop. You will notice that all the relevant permissions are added automatically.

Relate Permissions

Apart from recording the permissions, you can also have Microsoft Dynamics NAV automatically figure out what related tables you’d need READ access to.

For example, you might have someone who has the ability to read, create, modify, and delete customers, but you realize that there might be related tables that a customer-manager might need to be able to read and have access to. All you need to do is highlight that permission line and click on the “Add Read Permission to Related Tables” button.

Upon doing that you instantly see the application populate the page with the most common base NAV tables that relate to it, adding in the READ permission.

Include or Exclude Permission Sets

On the Permissions window you can use the Include/Exclude Permission Set action to point Microsoft Dynamics NAV to another Permission Set and tell it to either include all the permissions from that Set or Exclude all the permissions from that set.

NOTE:

Provisioning smaller, discrete tasks as Permission Sets, such as “Posting Purchase Invoice” or “Deleting a Customer”, etc. might take some time to configure, however it will ultimately maximize visibility and ease of provisioning permissions in Microsoft Dynamics NAV. It will pay off in the long run and will also be an easy way to demonstrate to your auditors (internal or otherwise) what application controls you have set up in your system.

Show All Permissions

On the Permissions window, click on the little drop-down besides Show field, to not only see the permissions in the current set you’re editing, but also see them all. This will enable you to provision them for the set you’re working on accordingly.

One very relevant use case would be for a client who might want to restrict Page access (maybe they want to lock down access to the Chart of Accounts). As such, you would simply remove the “All Pages” allowance in the BASIC Permission Set and then just pull in all the other pages fast and quickly using this drop-down.

NOTE: If read access to data is not a concern in your organization, consider provisioning the “SUPER (READER)” permission set to mitigate any of the nuisance “Read” permission errors. Then you need only control permissions on Insert, Modify, and Delete, infinitely simplifying your task.

Creating Super User Using SQL Query

Creating Super User in NAV 2016 using SQL Query

Get the SID of the current user login

Open the command prompt.

Type the following command and click enter to get the SID of current user login:

whoami /user

Get SID of all users in the domain

Type the following command and click enter to get the SID of all the domain users:

wmic useraccount get name,sid

Run the query in SQL

Open Microsoft SQL Server Management Studio.

Right-click on the database in which you would like to create the user and select New Query.

Copy the following query and paste it in the New Query window:

NOTE: Make sure to replace <Domain Name>, <User Name> and <SID> with correct information.

DECLARE @USERSID uniqueidentifier, @WINDOWSSID nvarchar(119), @USERNAME nvarchar(50)

SET @USERNAME =
‘<Domain Name>\<User Name>’
/* Domain Name\User Name */

SET @USERSID =
NEWID();

SET @WINDOWSSID =
‘<SID>’
/* USER SID*/

INSERT
INTO [dbo].[User]


([User Security ID],[User Name],[Full Name],[State],[Expiry Date],

[Windows Security ID],[Change Password],[License Type],[Authentication Email],[Contact Email])


VALUES


(@USERSID,@USERNAME,,0,‘1753-01-01 00:00:00.000’,@WINDOWSSID,0,0,,)

INSERT
INTO [dbo].[User Property]


([User Security ID],[Password],[Name Identifier],[Authentication Key],[WebServices Key],[WebServices Key Expiry Date],[Authentication Object ID])


VALUES


(@USERSID,,,,,‘1753-01-01 00:00:00.000’,)

INSERT
INTO [dbo].[Access Control]


([User Security ID],[Role ID],[Company Name],[Scope],[App ID])


VALUES


(@USERSID,‘SUPER’,,0,‘00000000-0000-0000-0000-000000000000’)

GO

Click Execute, to run the query.

After successful execution, the specified user is created in the database. Please check Users page in NAV.

Default Profiles in NAV 2106 – Preview

When a user starts the RoleTailored client, that user sees the home page for the Role Centre associated with his or her profile. Microsoft Dynamics NAV provides a set of default profiles, which each correspond to and link to a Role Centre. Administrators can modify existing profiles or create new ones. For more information, refer to Manage Profiles topic on MSDN.

The following article provides you a preview of each profile, so that you can decide which profile suits you.

Profile ID Description Role Centre ID
ACCOUNTING MANAGER Accounting Manager

9001

ACCOUNTING SERVICES Profile for users that have outsourced their Accounting

9023

AP COORDINATOR Accounts Payable Coordinator

9002

AR ADMINISTRATOR Accounts Receivable Administrator

9003

BOOKKEEPER Bookkeeper

9004

DISPATCHER Dispatcher – Customer Service

9016

IT MANAGER IT Manager

9018

MACHINE OPERATOR Machine Operator – Manufacturing Comprehensive

9013

ORDER PROCESSOR Sales Order Processor

9006

ORDER PROCESSOR – NC Sales Order Processor – Non-configured

9006

OUTBOUND TECHNICIAN Outbound Technician – Customer Service

9017

PRESIDENT President

9019

PRESIDENT – SMALL BUSINESS President – Small Business

9020

PRODUCTION PLANNER Production Planner

9010

PROJECT MANAGER Project Manager

9015

PURCHASING AGENT Purchasing Agent

9007

RAPIDSTART SERVICES RapidStart Services Implementer

9021

RESOURCE MANAGER Resource Manager

9014

SALES MANAGER Sales Manager

9005

SHIPPING AND RECEIVING Shipping and Receiving – Order-by-Order

9008

SHIPPING AND RECEIVING – WMS Shipping and Receiving – Warehouse Management System

9000

SHOP SUPERVISOR Shop Supervisor – Manufacturing Comprehensive

9012

SHOP SUPERVISOR – FOUNDATION Shop Supervisor – Manufacturing Foundation

9011

SMALL BUSINESS Small Business

9022

WAREHOUSE WORKER – WMS Warehouse Worker – Warehouse Management System

9009

 

ACCOUNTING MANAGER

ACCOUNTING SERVICES

AP COORDINATOR

AR ADMINISTRATOR

BOOKKEEPER

DISPATCHER

IT MANAGER

MACHINE OPERATOR

ORDER PROCESSOR

ORDER PROCESSOR – NC

OUTBOUND TECHNICIAN

PRESIDENT

PRESIDENT – SMALL BUSINESS

PRODUCTION PLANNER

PROJECT MANAGER

PURCHASING AGENT

RAPIDSTART SERVICES

RESOURCE MANAGER

SALES MANAGER

SHIPPING AND RECEIVING

SHIPPING AND RECEIVING – WMS

SHOP SUPERVISOR

SHOP SUPERVISOR – FOUNDATION

SMALL BUSINESS

WAREHOUSE WORKER – WMS