Presentation on theme: "Microsoft Dynamics® SL"— Presentation transcript:
1Microsoft Dynamics® SL Instructor: You may want to edit this slide and add your name.Click Insert → Text Box.Draw the box under the module header.Click in the box to type text “Instructor: Your Name”.Hints and Tips for the Instructor:Introduce yourself and give a little background information to the class. Let the students know why you are qualified to teach this course.Watch out for “repeated” words when you need to pause –for example, saying “basically”, “actually”, or “um” rather than pausing to let students think and catch up. Don’t feel you have to talk non stop to keep their attention.When assigning an exercise, give students sufficient time to complete it before calling a break. Combining a break with time to work on an exercise decreases the importance of the exercise.Hand out evaluation forms at lunchtime so students can work on them throughout the afternoon. They will spend more time on them if they can fill them in a little at a time rather than rushing through to get out the door.At the end of each chapter is a “Key Points” page for the student to fill in. Review the chapter and give them a few minutes to reflect on how they might use the information when they go back to their job.Remember, the rule for presenting information is: Tell them what you are going to tell them (present objectives), tell them (explain and go through examples), then tell them again (review key concepts). Students need to hear the information two or three times before they fully understand some concepts. Even things that seem obvious to you as the instructor.Print these slides with Notes:Select File → PrintSelect Notes Pages in the Print What: section.Microsoft Dynamics® SLCustomization Manager andProfessional Service Tools Library
2AGENDA Customization Manager Professional Services Tools Library ObjectivesAGENDACustomization ManagerOverviewHow to get StartedBusiness case examplesProfessional Services Tools LibraryBusiness case exampleAsk the students to note their objectives on the page provided in the manual.Question to students: What do I hope to learn from this course? Why am I here today? Some ideas:My boss signed me upI want to learn more about a specific featureI have a new job that requires new skillsI needed a day out the office
3Customization Manager Overview Customization Manager is a tool to:modify standard Microsoft Dynamics SL application windowsgive a custom look to Microsoft Dynamics SL windowsmeet specific system processing or security requirementsaccommodate individual user needsmodify SL at the user or at a group levelReview the agenda for the day. Give approximate times and duration for breaks and lunch.
4Customization Manager Overview Customization Manager is NOTIt does not actually change the Microsoft Dynamics SL application's codeCannot modify Microsoft Dynamics SL processes, such as releasing batches and posting transactionsRather, the data resulting from the window modification(s), and any related VBA code developed, are written and stored in the system databaseReview the agenda for the day. Give approximate times and duration for breaks and lunch.
5Customization Business Case Examples Some common examples:Rearrange the fields in data entry orderAdd new or additional fieldsChange the default values of fieldsModify the way data fields display values like telephone numbers and Social Security numbersHide fields for all users or specific usersMake fields display-onlyMake fields required, where normally they are notWrite Visual Basic for Applications (VBA) code and associate the VBA code with a Microsoft Dynamics SL window or objectReview the agenda for the day. Give approximate times and duration for breaks and lunch.
6Getting Started With Customizations The basics customizationSelect the Customization LevelStart Customize ModeSelect the Object to ModifyMake modificationsSave CustomizationsExporting / Importing customizationsDeleting a customization
7Customization Business Case Examples Customization demonstrationReview the agenda for the day. Give approximate times and duration for breaks and lunch.
8Professional Services Tools Library (PSTL) is a tool to: PSTL - OverviewProfessional Services Tools Library (PSTL) is a tool to:Modify or change a key field to a new valueAccount, Subaccount, Vendor ID, Customer ID, Project ID, Task, etc.Combine key fields, or take two key values of select tables and combine them to a single valueRebuild Vendor 1099 BalancesWill only work on standard tablesFree to SL Customers on a current maintenance planReview the agenda for the day. Give approximate times and duration for breaks and lunch.
9PSTL – Business Examples List of key fields that can be Modified:Review the agenda for the day. Give approximate times and duration for breaks and lunch.
10PSTL – Business Examples List of key fields that can be Combined:Review the agenda for the day. Give approximate times and duration for breaks and lunch.
11Customization Business Case Examples PSTL DemonstrationReview the agenda for the day. Give approximate times and duration for breaks and lunch.
12Customization manager is an embedded tool that : ConclusionCustomization manager is an embedded tool that :Can help you present screens and develop business processes in the system that are customized to YOUR needsIs easy to use in most casesCan be implemented at a user or a group levelIs saved within the system databasesPSTL is a Dynamics tool that:Can safely make changes to certain key fields in your databaseIs a free tool with a current maintenance plan