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Microsoft Dynamics® SL Customization Manager and Professional Service Tools Library.

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Presentation on theme: "Microsoft Dynamics® SL Customization Manager and Professional Service Tools Library."— Presentation transcript:

1 Microsoft Dynamics® SL Customization Manager and Professional Service Tools Library

2 Objectives AGENDA Customization Manager  Overview  How to get Started  Business case examples Professional Services Tools Library  Overview  Business case example

3 Customization Manager Overview Customization Manager is a tool to: modify standard Microsoft Dynamics SL application windows give a custom look to Microsoft Dynamics SL windows meet specific system processing or security requirements accommodate individual user needs modify SL at the user or at a group level

4 Customization Manager Overview Customization Manager is NOT It does not actually change the Microsoft Dynamics SL application's code Cannot modify Microsoft Dynamics SL processes, such as releasing batches and posting transactions Rather, the data resulting from the window modification(s), and any related VBA code developed, are written and stored in the system database

5 Customization Business Case Examples Some common examples: Rearrange the fields in data entry order Add new or additional fields Change the default values of fields Modify the way data fields display values like telephone numbers and Social Security numbers Hide fields for all users or specific users Make fields display-only Make fields required, where normally they are not Write Visual Basic for Applications (VBA) code and associate the VBA code with a Microsoft Dynamics SL window or object

6 Getting Started With Customizations The basics customization Select the Customization Level Start Customize Mode Select the Object to Modify Make modifications Save Customizations Exporting / Importing customizations Deleting a customization

7 Customization Business Case Examples Customization demonstration

8 PSTL - Overview Professional Services Tools Library (PSTL) is a tool to: Modify or change a key field to a new value Account, 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 value Rebuild Vendor 1099 Balances Will only work on standard tables Free to SL Customers on a current maintenance plan

9 PSTL – Business Examples List of key fields that can be Modified:

10 PSTL – Business Examples List of key fields that can be Combined:

11 Customization Business Case Examples PSTL Demonstration

12 Conclusion Customization manager is an embedded tool that : Can help you present screens and develop business processes in the system that are customized to YOUR needs Is easy to use in most cases Can be implemented at a user or a group level Is saved within the system databases PSTL is a Dynamics tool that: Can safely make changes to certain key fields in your database Is a free tool with a current maintenance plan


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