Solomon user group meeting menu design for dynamics sl welcome
Download
1 / 24

Solomon User Group Meeting Menu Design for Dynamics SL WELCOME! - PowerPoint PPT Presentation


  • 233 Views
  • Uploaded on

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.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Solomon User Group Meeting Menu Design for Dynamics SL WELCOME!' - etoile


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
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.


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.





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 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 time5
Or Copy an Existing Module Group to save time

  • Get the steps in order

  • Adjust Name





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.



Thank you

Thank you !

Intellitec Solutions

Reading, Wilmington, Washington DC

www.intellitecsolutions.com


ad