Solomon user group meeting menu design for dynamics sl welcome
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Solomon User Group Meeting Menu Design for Dynamics SL WELCOME! PowerPoint PPT Presentation


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Solomon User Group Meeting Menu Design for Dynamics SL WELCOME!. Objectives. Learn how to navigate the menu maintenance screen. Learn how to build a menu defined by process. Learn the differences for a menu defined by employee roles.

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Solomon User Group Meeting Menu Design for Dynamics SL WELCOME!

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Solomon user group meeting menu design for dynamics sl welcome

Solomon User Group MeetingMenu Design forDynamics SLWELCOME!


Objectives

Objectives

  • Learn how to navigate the menu maintenance screen.

  • Learn how to build a menu defined by process.

  • Learn the differences for a menu defined by employee roles.

  • Review some items to consider before setting up new tailored menus.


Menu maintenance

Menu Maintenance

  • Menu design only available for SL7.0 and SL2011

  • Everyone menu is out of the box and can’t be customized


Menu maintenance toolbar

Menu Maintenance Toolbar

• Save – Save a new menu

• New Module Group – Add a module group menu and navigation button.

• New Module – Add a module menu and navigation button.

• New Screen Group – Add a screen group menu and navigation button.

• New Link – Add a connection between an application and Microsoft Dynamics SL.

• Delete – Remove a selected item.

• Move Up – Move a selected item up one level.

• Move Down – Move a selected item down one level.

• Preview Menu – View and edit a new menu before it is available to users.


Four levels of building a menu

Four Levels of Building a Menu

• Module group — A collection of related modules. A module group has a name, description, and image.

• Module — A logical grouping of screens and reports that help a user perform a number of related tasks.

• Screen group — Screens that have a related purpose. Examples of screen groups include screens that produce reports or inquiries, or those that run processes. A screen group has a name, description, and image.

• Link — A connection between an application and Microsoft Dynamics SL. Click a link in the menu system to activate the application connected to it.


Solomon user group meeting menu design for dynamics sl welcome

Module

Screen Groups

Links

Module Groups


Before you begin

Before you begin

  • Analyze the roles that users play in the organization

  • Before you begin working in Menu Maintenance:

    • Enter user groups in Group Maintenance

    • In User Maintenance assign users to the groups you create.

    • Assign access rights to the screens in User Access Rights Maintenance.

    • Design the menu layout.


Example workflow menu

Example Workflow Menu


Setup group id in group maintenance

Setup Group ID in Group Maintenance


Assign users to the group

Assign Users to the Group


Add a module group workflow menu

Add a Module Group (Workflow menu)

Wait a minute – let’s make this easier!


Or copy an existing module group to make it easier

Or Copy an Existing Module Group to make it easier

Just drag and drop


Or copy an existing module group to save time

Or Copy an Existing Module Group to save time

Delete the Modules you don’t need


Or copy an existing module group to save time1

Or Copy an Existing Module Group to save time

Delete the Screen Groups and Links that you don’t need


Or copy an existing module group to save time2

Or Copy an Existing Module Group to save time

  • Move the links into the appropriate order

  • Change names


Or copy an existing module group to save time3

Or Copy an Existing Module Group to save time

  • Change names and descriptions


Or copy an existing module group to save time4

Or Copy an Existing Module Group to save time

  • Change image


Or copy an existing module group to save time5

Or Copy an Existing Module Group to save time

  • Get the steps in order

  • Adjust Name


End result

End Result


Test the results

Test the results


Exit sl and re launch to see finished result

Exit SL and re-launch to see finished result


Other tips

Other tips

  • Export - Backup your custom menu before making changes

  • Import - If you are not happy with the changes, just import the backup and start over.


Solomon user group meeting menu design for dynamics sl welcome

DEMO


Thank you

Thank you !

Intellitec Solutions

Reading, Wilmington, Washington DC

www.intellitecsolutions.com


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