Solomon User Group Meeting Menu Design for Dynamics SL WELCOME!

1. Solomon User Group MeetingMenu Design forDynamics SLWELCOME!

2. 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.

3. Menu Maintenance • Menu design only available for SL7.0 and SL2011 • Everyone menu is out of the box and can’t be customized

4. 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.

5. 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.

6. Module Screen Groups Links Module Groups

7. 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.

8. Example Workflow Menu

9. Setup Group ID in Group Maintenance

10. Assign Users to the Group

11. Add a Module Group (Workflow menu) Wait a minute – let’s make this easier!

12. Or Copy an Existing Module Group to make it easier Just drag and drop

13. Or Copy an Existing Module Group to save time Delete the Modules you don’t need

14. Or Copy an Existing Module Group to save time Delete the Screen Groups and Links that you don’t need

15. Or Copy an Existing Module Group to save time • Move the links into the appropriate order • Change names

16. Or Copy an Existing Module Group to save time • Change names and descriptions

17. Or Copy an Existing Module Group to save time • Change image

18. Or Copy an Existing Module Group to save time • Get the steps in order • Adjust Name

19. End Result

20. Test the results

21. Exit SL and re-launch to see finished result

22. 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.

23. DEMO

24. Thank you ! Intellitec Solutions Reading, Wilmington, Washington DC www.intellitecsolutions.com