Merge pull request #34 from MicrosoftDocs/master

edupont04 from OPS portal: Merge from master to live

.gitignore

@@ -4,4 +4,5 @@ _site/
 .optemp/
 _themes*/
 
-.openpublishing.buildcore.ps1
+.openpublishing.buildcore.ps1
+dynamics-nav-app/index.md

README.md

@@ -204,7 +204,7 @@ In the editor, add two blank spaces at the end of the sentence and hit return. T
 Enter four spaces in front of the non-step para. Otherwise, the non-step para will restart the step sequence.
 
 ### TOC
-This repo contains two TOC files. One is in MarkDown format and the other is in XML format. For the Dynamics NAV Help Server, you must use the XML file. For more information, see [Microsoft Dynamics NAV Help Server](https://msdn.microsoft.com/en-us/dynamics-nav/microsoft-dynamics-nav-help-server).
+This repo contains two TOC files. One is in MarkDown format and the other is in XML format. For the Dynamics NAV Help Server, you must use the XML file. For more information, see [Microsoft Dynamics NAV Help Server](/dynamics-nav/Microsoft-Dynamics-NAV-Help-Server).
 
 ### Standard Phrases
 All fields in Dynamics NAV have tooltips. Therefore, do not document fields in Help. To refer readers to the tooltips, use this standard phrase where relevant:    

dynamics-nav-app/across-set-up-workflows.md

@@ -1,7 +1,7 @@
 ---
-    title: Setting Up Workflows 
+    title: Setting Up Workflows
     description: You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.
-    
+
     documentationcenter: ''
     author: SorenGP
 
@@ -22,7 +22,7 @@ You can set up and use workflows that connect business-process tasks performed b
 
  In the **Workflow** window, you create a workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling fields on workflow lines from fixed lists of event and response values representing scenarios that are supported by the application code.  
 
- If a business scenario requires a workflow event or response that is not supported, a Microsoft partner must implement them by customizing the application code. For more information, see [Walkthrough: Implementing New Workflow Events and Responses](https://msdn.microsoft.com/en-us/library/mt574349.aspx) on MSDN.
+ If a business scenario requires a workflow event or response that is not supported, a Microsoft partner must implement them by customizing the application code. For more information, see [Walkthrough: Implementing New Workflow Events and Responses](/dynamics_nav/Walkthrough--Implementing-New-Workflow-Events-and-Responses) in the developer and IT-pro help.
 
  The following table describes a sequence of tasks, with links to the topics that describe them.  
 
@@ -38,7 +38,7 @@ You can set up and use workflows that connect business-process tasks performed b
 |Use workflow templates to create new workflows.|[How to: Create Workflows from Workflow Templates](across-how-to-create-workflows-from-workflow-templates.md)|  
 |Share workflows with other [!INCLUDE[d365fin](includes/d365fin_md.md)] databases.|[How to: Export and Import Workflows](across-how-to-export-and-import-workflows.md)|  
 |Learn how to set up a workflow for approving sales documents by following an end-to-end procedure.|[Walkthrough: Setting Up and Using a Purchase Approval Workflow](walkthrough-setting-up-and-using-a-purchase-approval-workflow.md)|  
-|Add support for a business scenario that requires new workflow events or responses by customizing the application code.|[Walkthrough: Implementing New Workflow Events and Responses](https://msdn.microsoft.com/en-us/library/mt574349.aspx) on MSDN.|  
+|Add support for a business scenario that requires new workflow events or responses by customizing the application code.|[Walkthrough: Implementing New Workflow Events and Responses](/dynamics_nav/Walkthrough--Implementing-New-Workflow-Events-and-Responses)|  
 
 ## See Also  
  [Using Workflows](across-use-workflows.md)   

dynamics-nav-app/across-workflow.md

@@ -1,7 +1,7 @@
 ---
-    title: Workflow 
+    title: Workflow
     description: You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.
-    
+
     documentationcenter: ''
     author: SorenGP
 
@@ -22,7 +22,7 @@ You can set up and use workflows that connect business-process tasks performed b
 
  The generic version of [!INCLUDE[d365fin](includes/d365fin_md.md)] includes a number of preconfigured workflows represented by workflow templates that you can copy to create workflows. The code for workflow templates that are added by Microsoft are prefixed with “MS-“. For more information, see the list of workflow templates in the Workflow Templates window.  
 
- If a business scenario requires a workflow event or response that is not supported, a Microsoft partner must implement them by customizing the application code. For more information, see [Walkthrough: Implementing New Workflow Events and Responses](https://msdn.microsoft.com/en-us/library/mt574349.aspx) on MSDN.  
+ If a business scenario requires a workflow event or response that is not supported, a Microsoft partner must implement them by customizing the application code. For more information, see [Walkthrough: Implementing New Workflow Events and Responses](/dynamics_nav/Walkthrough--Implementing-New-Workflow-Events-and-Responses) in the developer and IT-pro help.  
 
  The following table describes a sequence of tasks, with links to the topics that describe them.  
 

dynamics-nav-app/admin-configure-user-interface.md

@@ -6,22 +6,22 @@ ms.topic: article
 ms.devlang: na
 ms.tgt_pltfrm: na
 ms.workload: na
-ms.search.keywords: customize pages, configure user interface, customize UI 
+ms.search.keywords: customize pages, configure user interface, customize UI
 ms.date: 07/01/2017
 ms.author: jswymer
 ms.prod: "dynamics-nav-2018"
 ---
 # Configuring the User Interface (UI) for Users
 As an administrator, you configure the company’s default user interfaces by customizing page layouts for different user profiles in the company. To perform this work, you must be an administrator with the SUPER permission set. In addition, profiles must be set up and the appropriate users assigned to them. For more information, see [Managing Users, Profiles, and Role Centers](admin-users-profiles-roles.md).  
-  
-You configure the user interface for multiple users by customizing pages for a particular profile that the users are assigned to. You do this by using the [!INCLUDE[nav_windows](includes/nav_windows_md.md)], and customizing the same way that individual users personalize their own workspaces, that is, by using the **Customize** feature. The difference is that you open the [!INCLUDE[nav_windows](includes/nav_windows_md.md)] in the configuration mode. Typical customizations include which actions to include on the ribbon, how fields are placed on FastTabs or in FactBoxes, and which menu items to include in the navigation pane. 
+
+You configure the user interface for multiple users by customizing pages for a particular profile that the users are assigned to. You do this by using the [!INCLUDE[nav_windows](includes/nav_windows_md.md)], and customizing the same way that individual users personalize their own workspaces, that is, by using the **Customize** feature. The difference is that you open the [!INCLUDE[nav_windows](includes/nav_windows_md.md)] in the configuration mode. Typical customizations include which actions to include on the ribbon, how fields are placed on FastTabs or in FactBoxes, and which menu items to include in the navigation pane.
 
 > [!TIP]  
 >  A quick way to implement UI configurations for a profile is if you already have a configured profile in another [!INCLUDE[d365fin](includes/d365fin_md.md)] database. You can then export that profile, and then import it into the current database. For more information, see [Exporting and Importing Profiles](admin-profiles.md#ExportImportProfile).  
-  
+
 ## General information
 Consider the following information before you begin to configure the UI:
--   Before you begin to configure the UI, the application can be configured to show and hide UI elements (such as fields, FastTabs, and FactBoxes) based on license or user permissions. For more information about how this is done, see [Removing Elements from the User Interface According to Permissions](https://msdn.microsoft.com/en-us/dynamics-nav/removing-elements-from-the-user-interface-according-to-permissions).
+-   Before you begin to configure the UI, the application can be configured to show and hide UI elements (such as fields, FastTabs, and FactBoxes) based on license or user permissions. For more information about how this is done, see [Removing Elements from the User Interface According to Permissions](/dynamics-nav/Removing-Elements-from-the-User-Interface-According-to-Permissions).
 
     To see the effect of the UI Elements Removal option, you can log on as a test user with the permission set of the profile you are configuring. The reason is that you as the administrator have the SUPER permission set, and you can therefore not see and test the resulting user interface during your own logon.    
 -   When you make UI configuration changes for a page that a user has personalized, the user’s UI personalization is preserved, and is not overwritten by the new page configuration. Likewise, when you cancel your UI configuration of a page that a user has since personalized, the user’s UI personalization is not canceled.
@@ -31,70 +31,70 @@ Consider the following information before you begin to configure the UI:
 
 ## Configure a profile with the [!INCLUDE[nav_windows](includes/nav_windows_md.md)] in configuration mode
 1.  Open a command prompt, and type the following command to change to the installation folder of the [!INCLUDE[nav_windows](includes/nav_windows_md.md)]. For example:  
-  
+
     ```  
     cd C:\Program Files\(x86)\Microsoft Dynamics NAV\110\RoleTailored Client  
     ```  
-  
+
 2.  Type the following command to start the [!INCLUDE[nav_windows](includes/nav_windows_md.md)] in the configuration mode for a specific profile:  
-  
+
     ```  
     Microsoft.Dynamics.Nav.Client.exe -configure -profile:"profileid"  
     ```  
-  
+
      Replace **profileid** with the name of the profile that you want to configure.  
-  
+
      For example, to configure the Accounting Manager profile, use this command:  
-  
+
     ```  
     Microsoft.Dynamics.Nav.Client.exe -configure -profile:"Accounting Manager"  
-    ``` 
+    ```
 
-3. You are now ready to start configuring the UI, which you do the same way as individual users personalize their own workspaces. For more information, see [Personalizing Your Workspace in the [!INCLUDE[nav_windows](includes/nav_windows_md.md)]](ui-personalization-windows-client.md). 
+3. You are now ready to start configuring the UI, which you do the same way as individual users personalize their own workspaces. For more information, see [Personalizing Your Workspace in the [!INCLUDE[nav_windows](includes/nav_windows_md.md)]](ui-personalization-windows-client.md).
 
 ## Cancel UI Configuration
 You can cancel UI customizations that you have made as configuration for a profile in three ways:  
-  
+
 -   Cancel all UI customization that you have made for a profile by using the **Clear Configured Pages** button in the **Profile Card** window.  
-  
+
 -   Cancel UI customization that you have made for specific pages for a profile by deleting rows in the **Delete Profile Configuration** window.  
-  
+
 -   Cancel UI customization that you have made for a specific UI area for a specific page for a profile by using the **Restore Defaults** button in the **Customize** window.  
-  
+
 ### General information  
 -   Users can make UI customizations under their own user logon to personalize their user interface. When you cancel your UI configuration of a page that a user has since personalized, the user’s UI personalization is not canceled. Likewise, when you make new UI configuration for a page that a user has personalized, the user’s UI personalization is preserved, and is not overwritten by the new page configuration.  
 
     The only situation where UI configuration does overwrite UI personalization is when a UI element is removed by configuration. For example, if the administrator removes a field that the user has renamed or moved, then the field is still removed from the user’s UI.  
-  
+
 -   In the **Delete User Personalization** window and with the **Restore Defaults** button in the **Customize** window, users can cancel UI customization that they have made to pages under their own user logon. When they do so, the layout of those pages is reset to any UI customization that the administrator has configured for the profile. If the profile has not been configured, then the layout of the user’s pages is reset to the default profile configuration. For more information about how users cancel personalization, see [Cancelling Personalization](ui-personalization-windows-client.md#CancelPersonalization).
-  
+
 ### To cancel all UI customization that you have made for a profile  
-  
+
 1.  In the **Search** box,, enter **Profiles**, and then choose the related link.  
-  
+
 2.  Select the profile for which you want to cancel all UI customizations, and then, on the **Home** tab, in the **Manage** group, choose **Edit**.  
-  
+
 3.  In the **Profile Card** window, on the **Actions** tab, in the **Functions** group, choose **Clear Configured Pages**.  
-  
+
 > [!NOTE]  
 >  All UI customizations for the profile, both those installed with the application and those made by the administrator, are canceled. No page layouts specific to the profile remain in the database.  
-  
+
 ### To cancel UI customization that you have made for specific page for a profile  
-  
+
 1.  In the **Search** box,, enter **Delete Profile Configuration**, and then choose the related link.  
-  
+
 2.  Select the profile/page set for which you want to cancel your UI customization, and then, on the **Home** tab, in the **Manage** group, choose **Delete**.  
-  
+
     > [!IMPORTANT]  
     >  If you have configured different UI customizations of the same page based on different navigation paths to the page, then each page customization will be listed in the **Delete Profile Configuration** window with the same information. There is no information to identify which row relates to which navigation path. Therefore, you must either delete rows one by one followed by visual checks on the page, or you can delete all rows with UI customizations for the profile/page.
     >    
     >  All UI customization for the page for the profile that you have ever made on the installation or since you last used the **Delete Profile Configuration** window is canceled. The layout of the page is reset to the standard layout of the page object.  
-  
+
 ### To cancel UI customization that you have made for a specific UI area for a specific page for a profile  
-  
+
 You can undo changes for that you have made to individual UI areas, such as a ribbon, by using the **Restore Defaults** button in the **Customize** window. Alternatively, you can undo all UI changes that you have made for a profile by using the **Delete Profile Configuration** window.  
-  
+
 The UI customization for the profile of the particular UI area on the particular page is canceled. The layout of the UI area on the page is reset to the default configuration, as made either by the administrator or as installed with the application.  
-  
+
 ## See Also  
-[Customizing [!INCLUDE[navnow_md](includes/navnow_md.md)]](ui-customizing-overview.md)   
+[Customizing [!INCLUDE[navnow_md](includes/navnow_md.md)]](ui-customizing-overview.md)   

dynamics-nav-app/admin-profiles.md

@@ -19,10 +19,10 @@ You use profiles to link users to pre-defined Role Centers. A Role Center is a h
 
 The profile that is used appears in the header of the Role Center’s main content area. An administrator can customize this Role Center to meet the needs of a specific role in a specific company. The Order Processor Role Center can then be further personalized on a single computer to meet the needs of a person who is carrying out the job as an order processor. This person can personalize the Role Center by saving queries, adding filters, and adding or removing fields.
 
-Profiles and Role Centers align with the roles and responsibilities in your organization. [!INCLUDE[navnow_md](includes/navnow_md.md)] provides a set of default profiles, which each correspond to and link to a Role Center. Administrators can modify existing profiles or create new ones.  
+Profiles and Role Centers align with the roles and responsibilities in your organization. [!INCLUDE[navnow_md](includes/navnow_md.md)] provides a set of default profiles, which each correspond to and link to a Role Center. Administrators can modify existing profiles or create new ones.
 
 > [!NOTE]  
->  Profiles are not explicitly linked to the roles and permissions that constitute the security system, but profile users must have permissions that align with their roles in the security system. For more information, see [Security in the Role Tailored Environment](http://go.microsoft.com/fwlink?LinkId=147633) in the MSDN Library.
+>  Profiles are not explicitly linked to the roles and permissions that constitute the security system, but profile users must have permissions that align with their roles in the security system. For more information, see [Security Overview](/dynamics-nav/Security-Overview) in the developer and IT-pro help.
 
 ## To create a profile
 1.  Choose the ![Search for Page or Report](media/ui-search/search_small.png "Search for Page or Report icon") icon, enter **Profiles**, and then choose the related link.  

dynamics-nav-app/admin-setup-and-administration.md

@@ -35,7 +35,7 @@ The following table describes a sequence of tasks, with links to the topics that
 |Manage, delete, or compress documents|[Manage Documents](admin-manage-documents.md)|  
 
 ## See Also
-[Overview of Business Functionality](madeira-business-functionality.md)  
+[Business Functionality](madeira-business-functionality.md)  
 [General Business Functionality](ui-across-business-areas.md)  
 [Working with [!INCLUDE[d365fin](includes/d365fin_md.md)]](ui-work-product.md)  
 [Welcome to [!INCLUDE[d365fin](includes/d365fin_md.md)]](index.md)  

dynamics-nav-app/bi-how-to-set-up-and-publish-kpi-web-services-based-on-account-schedules.md

@@ -1,7 +1,7 @@
 ---
-    title: How to Set Up and Publish KPI Web Services Based on Account Schedules 
+    title: How to Set Up and Publish KPI Web Services Based on Account Schedules
     description: In the **Account Schedule KPI Web Service Setup** window, you set up how to show the account-schedule KPI data and which specific account schedules to base the KPIs on.
-    
+
     documentationcenter: ''
     author: SorenGP
 
@@ -45,8 +45,8 @@ In the **Account Schedule KPI Web Service Setup** window, you set up how to show
 6.  To view the account-schedule KPI data that you have set up, choose the **Account Schedule KPI Web Service** action.  
 7.  To publish the account-schedule KPI web service, choose the **Publish Web Service** action. The web service is added to the list of published web services in the **Web Services** window.  
 
-    > [!NOTE]  
-    >  You can also publish the KPI web service by pointing to the **Account Schedule KPI Web Service Setup** page object from the **Web Services** window. For more information, see [How to: Publish a Web Service](https://msdn.microsoft.com/en-us/library/dd338978.aspx) on MSDN.  
+> [!NOTE]  
+>  You can also publish the KPI web service by pointing to the **Account Schedule KPI Web Service Setup** page object from the **Web Services** window. For more information, see [How to: Publish a Web Service](across-how-publish-web-service.md).  
 
 ## See Also  
 [Business Intelligence](bi.md)