Microsoft 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 → Print Select Notes Pages in the Print What: section. Microsoft Dynamics® SL Customization Manager and Professional Service Tools Library

AGENDA Customization Manager Professional Services Tools Library Objectives AGENDA Customization Manager Overview How to get Started Business case examples Professional Services Tools Library Business case example Ask 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 up I want to learn more about a specific feature I have a new job that requires new skills I needed a day out the office

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 Review the agenda for the day. Give approximate times and duration for breaks and lunch.

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 Review the agenda for the day. Give approximate times and duration for breaks and lunch.

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 Review the agenda for the day. Give approximate times and duration for breaks and lunch.

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

Customization Business Case Examples Customization demonstration Review the agenda for the day. Give approximate times and duration for breaks and lunch.

Professional Services Tools Library (PSTL) is a tool to: 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 Review the agenda for the day. Give approximate times and duration for breaks and lunch.

PSTL – 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.

PSTL – 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.

Customization Business Case Examples PSTL Demonstration Review the agenda for the day. Give approximate times and duration for breaks and lunch.

Customization manager is an embedded tool that : 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