diff --git a/.gitignore b/.gitignore index acaea0ea..18dfb77c 100644 --- a/.gitignore +++ b/.gitignore @@ -4,4 +4,5 @@ _site/ .optemp/ _themes*/ -.openpublishing.buildcore.ps1 \ No newline at end of file +.openpublishing.buildcore.ps1 +dynamics-nav-app/index.md \ No newline at end of file diff --git a/README.md b/README.md index 33217005..5c2a960c 100644 --- a/README.md +++ b/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: diff --git a/dynamics-nav-app/across-set-up-workflows.md b/dynamics-nav-app/across-set-up-workflows.md index 310a095c..fe276753 100644 --- a/dynamics-nav-app/across-set-up-workflows.md +++ b/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) diff --git a/dynamics-nav-app/across-workflow.md b/dynamics-nav-app/across-workflow.md index b1059d2b..00de198a 100644 --- a/dynamics-nav-app/across-workflow.md +++ b/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. diff --git a/dynamics-nav-app/admin-configure-user-interface.md b/dynamics-nav-app/admin-configure-user-interface.md index 58c7fb37..b214a7c9 100644 --- a/dynamics-nav-app/admin-configure-user-interface.md +++ b/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) \ No newline at end of file +[Customizing [!INCLUDE[navnow_md](includes/navnow_md.md)]](ui-customizing-overview.md) diff --git a/dynamics-nav-app/admin-profiles.md b/dynamics-nav-app/admin-profiles.md index 9e02f44e..142b2f73 100644 --- a/dynamics-nav-app/admin-profiles.md +++ b/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. diff --git a/dynamics-nav-app/admin-setup-and-administration.md b/dynamics-nav-app/admin-setup-and-administration.md index 8be811ec..6cbdc1df 100644 --- a/dynamics-nav-app/admin-setup-and-administration.md +++ b/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) diff --git a/dynamics-nav-app/bi-how-to-set-up-and-publish-kpi-web-services-based-on-account-schedules.md b/dynamics-nav-app/bi-how-to-set-up-and-publish-kpi-web-services-based-on-account-schedules.md index e3c2c1ee..ed0728f2 100644 --- a/dynamics-nav-app/bi-how-to-set-up-and-publish-kpi-web-services-based-on-account-schedules.md +++ b/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) diff --git a/dynamics-nav-app/design-details-searching-for-dimension-combinations.md b/dynamics-nav-app/design-details-searching-for-dimension-combinations.md index deee4ba2..dd29ce24 100644 --- a/dynamics-nav-app/design-details-searching-for-dimension-combinations.md +++ b/dynamics-nav-app/design-details-searching-for-dimension-combinations.md @@ -1,7 +1,7 @@ --- - title: Design Details - Searching for Dimension Combinations + title: Design Details - Searching for Dimension Combinations description: When you close a window after you edit a set of dimensions, [!INCLUDE[d365fin](includes/d365fin_md.md)] evaluates whether the edited set of dimensions exists. If the set does not exist, a new set is created and the dimension combination ID is returned. - + documentationcenter: '' author: SorenGP @@ -71,7 +71,7 @@ EXIT(DimSet.ID); ``` ## See Also - [GET Function (Record)](https://msdn.microsoft.com/en-us/library/dd301056.aspx) + [GET Function (Record)](/dynamics-nav/GET-Function--Record-) [Design Details: Dimension Set Entries](design-details-dimension-set-entries.md) [Dimension Set Entries Overview](design-details-dimension-set-entries-overview.md) [Design Details: Table Structure](design-details-table-structure.md) diff --git a/dynamics-nav-app/index.md b/dynamics-nav-app/index.md index 5d6a6aad..705dffc6 100644 --- a/dynamics-nav-app/index.md +++ b/dynamics-nav-app/index.md @@ -9,7 +9,7 @@ ms.devlang: na ms.tgt_pltfrm: na ms.workload: na ms.search.keywords: setup wizard -ms.date: 11/30/2017 +ms.date: 12/01/2017 ms.author: edupont --- @@ -20,8 +20,8 @@ ms.author: edupont ||| |-|-| -|**Business Processes**|- [Getting Started](across-get-started.md)
- [Working with [!INCLUDE[d365fin](includes/d365fin_md.md)]](ui-work-product.md)
- [Setting up [!INCLUDE[d365fin](includes/d365fin_md.md)]](setup.md)
- [Overview of Business Functionality](madeira-business-functionality.md)
- [Business Process Walkthroughs](walkthrough-business-process-walkthroughs.md)| -|**Development and Administration**|- [Getting Started](/dynamics-nav/index)
- [Deployment](/dynamics-nav/deployment)
- [Development in C/AL](/dynamics-nav/development)
- [Development in AL](/dynamics-nav/developer/devenv-dev-overview)
- [Administration](/dynamics-nav/administration)
- [Upgrade](/dynamics-nav/upgrading-to-microsoft-dynamics-nav)
- [Windows PowerShell Cmdlets](powershell/dynamics-nav/overview?view=dynamicsnav-ps-2018)| +|**Business Processes**|- [Getting Started](across-get-started.md)
- [Working with [!INCLUDE[d365fin](includes/d365fin_md.md)]](ui-work-product.md)
- [Setting up [!INCLUDE[d365fin](includes/d365fin_md.md)]](setup.md)
- [Business Functionality](madeira-business-functionality.md)
- [Business Process Walkthroughs](walkthrough-business-process-walkthroughs.md)| +|**Development and Administration**|- [Getting Started](/dynamics-nav/index)
- [Deployment](/dynamics-nav/deployment)
- [Development in C/AL](/dynamics-nav/development)
- [Development in AL](/dynamics-nav/developer/devenv-dev-overview)
- [Administration](/dynamics-nav/administration)
- [Upgrade](/dynamics-nav/upgrading-to-microsoft-dynamics-nav)
- [Windows PowerShell Cmdlets](/powershell/dynamics-nav/overview?view=dynamicsnav-ps-2018)| |**Community Resources**|- [Microsoft Dynamics NAV Team Blog](https://blogs.msdn.microsoft.com/nav/)
- [Microsoft Dynamics NAV Forum](http://community.dynamics.com/product/nav/f/34.aspx)
- [Microsoft Dynamics PartnerSource \(requires PartnerSource account\)](https://mbs.microsoft.com/partnersource)
- [Microsoft Partner Network \(requires Microsoft Partner Network membership account\)](https://mspartner.microsoft.com/en/us/Pages/index.aspx)| diff --git a/dynamics-nav-app/inventory-manage-inventory.md b/dynamics-nav-app/inventory-manage-inventory.md index a5bd68ff..0ecc41d8 100644 --- a/dynamics-nav-app/inventory-manage-inventory.md +++ b/dynamics-nav-app/inventory-manage-inventory.md @@ -45,6 +45,7 @@ Even though inventory costs are automatically posted to the general ledger, it i |Manage business operations in sales offices, a purchasing departments, or plant planning offices across multiple locations.|[How to: Work with Responsibility Centers](inventory-responsibility-centers.md)| ## See Also +[Warehouse Management](warehouse-manage-warehouse.md) [Purchasing](purchasing-manage-purchasing.md) [Sales](sales-manage-sales.md) [Working with [!INCLUDE[d365fin_long](includes/d365fin_long_md.md)]](ui-work-product.md) diff --git a/dynamics-nav-app/madeira-business-functionality.md b/dynamics-nav-app/madeira-business-functionality.md index d0be31c0..679c2618 100644 --- a/dynamics-nav-app/madeira-business-functionality.md +++ b/dynamics-nav-app/madeira-business-functionality.md @@ -1,5 +1,5 @@ --- -title: Business Functionality Supported by Dynamics NAV +title: Business Functionality Supported by Dynamics NAV Description: Provides a feature overview of all the business functions and departments that are supported by application areas, such as Finance, Inventory, and Project Management. documentationcenter: '' @@ -15,8 +15,8 @@ ms.date: 09/08/2017 ms.author: sgroespe --- -# Overview of Business Functionality -[!INCLUDE[d365fin](includes/d365fin_md.md)] provides functionality for common business processes in small and mid-sized companies, mainly within wholesale and professional services. +# Business Functionality +[!INCLUDE[d365fin](includes/d365fin_md.md)] provides functionality for common business processes in small and mid-sized companies, mainly within wholesale and professional services. However, more complex processes, such as assembly, manufacturing, service, and directed warehouse management are also supported. [!INCLUDE[d365fin](includes/d365fin_md.md)] includes standard configurations for most business processes, but you can change the configuration to suit your business' needs. From your Home page, you can access assisted setup guides that help you configure certain scenarios and add features to [!INCLUDE[d365fin](includes/d365fin_md.md)]. Several areas of business functionality must be set up manually. For more information, see [Setting Up [!INCLUDE[d365fin](includes/d365fin_md.md)]](setup.md). diff --git a/dynamics-nav-app/marketing-integrate-dynamicscrm.md b/dynamics-nav-app/marketing-integrate-dynamicscrm.md index 7527a9de..4fb9dafd 100644 --- a/dynamics-nav-app/marketing-integrate-dynamicscrm.md +++ b/dynamics-nav-app/marketing-integrate-dynamicscrm.md @@ -23,7 +23,7 @@ For example, the sales person in Dynamics 365 for Sales can use the price lists Conversely, order processors in [!INCLUDE[d365fin](includes/d365fin_md.md)] can handle the special characteristics of sales orders transferred automatically or manually from Dynamics 365 for Sales, such as automatically create and post valid sales order lines for items or resources that were entered in Sales as write-in products. For more information, see the "Handling Special Sales Order Data" section. > [!NOTE] -> Before you can integrate with Dynamics 365 for Sales, you must make various technical preparations. For more information, see [How to: Set Up a Dynamics CRM Connection](https://msdn.microsoft.com/en-us/dynamics-nav/how-to-set-up-a-dynamics-crm-connection) and [How to: Prepare Dynamics CRM for Integration](https://msdn.microsoft.com/en-us/dynamics-nav/how-to-prepare-dynamics-crm-for-integration) on MSDN. +> Before you can integrate with Dynamics 365 for Sales, you must make various technical preparations. For more information, see [Setting Up Dynamics 365 for Sales Integration](/dynamics-nav/Setting-Up-Dynamics-CRM-Integration) in the Developer and IT-pro help. ## Setting Up the Connection From Home, you can access the **Dynamics 365 for Sales Connection Setup** assisted setup guide that helps you set up the connection. Once that is done, you will have a seamless coupling of Dynamics 365 for Sales records with [!INCLUDE[d365fin](includes/d365fin_md.md)] records. @@ -87,7 +87,4 @@ If the item description on the original sales order is very long, then an additi [Relationship Management](marketing-relationship-management.md) [Working with [!INCLUDE[d365fin](includes/d365fin_md.md)]](ui-work-product.md) [Customizing [!INCLUDE[d365fin](includes/d365fin_md.md)]](ui-customizing-overview.md) -[How to: Manage Users and Permissions](ui-how-users-permissions.md) -[Onboard your organization and users to Dynamics NAV (online)](https://www.microsoft.com/en-US/Dynamics/crm-customer-center/onboard-your-organization-and-users-to-dynamics-365-online.aspx) - -## +[How to: Manage Users and Permissions](ui-how-users-permissions.md) diff --git a/dynamics-nav-app/ui-across-business-areas.md b/dynamics-nav-app/ui-across-business-areas.md index f09382d0..df9f134e 100644 --- a/dynamics-nav-app/ui-across-business-areas.md +++ b/dynamics-nav-app/ui-across-business-areas.md @@ -1,5 +1,5 @@ --- -title: Using General Functionality Across Business Areas +title: Using General Functionality Across Business Areas description: Learn about the functionality and features that are used across business areas in Dynamics NAV. documentationcenter: '' @@ -16,7 +16,9 @@ ms.author: solsen --- # General Business Functionality -[!INCLUDE[d365fin](includes/d365fin_md.md)] provides dedicated functionality for typical business areas, such as finance and sales. And to support your business area-specific tasks, you can use a variety of general business functionality, such as defining extended text for document lines and organizing connecting business tasks in workflows. +[!INCLUDE[d365fin](includes/d365fin_md.md)] provides dedicated functionality for typical business areas, such as finance and sales. For more information, see [Business Functionality](madeira-business-functionality.md). + +To support those business area-specific tasks, you can use a variety of general business functionality, such as defining extended text for document lines and organizing connecting business tasks in workflows. The following table lists these general business areas with links to topics that describe them. diff --git a/dynamics-nav-app/ui-customizing-overview.md b/dynamics-nav-app/ui-customizing-overview.md index 55dab577..7260bee2 100644 --- a/dynamics-nav-app/ui-customizing-overview.md +++ b/dynamics-nav-app/ui-customizing-overview.md @@ -16,11 +16,10 @@ There are different ways to customize the application to give you and your colle | Customization |Who does it| Description | Who sees the changes | More information | |-----------------|---|---------------|------------------------|--------------------| -|Permissions-based|IT Pro, developer|Show or hide user interface elements based on the license or the user's permissions to the underlying tables. All elements, fields, actions, and page parts, can be removed from the user’s view.|All users in all companies.|[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)| +|Permissions-based|IT Pro, developer|Show or hide user interface elements based on the license or the user's permissions to the underlying tables. All elements, fields, actions, and page parts, can be removed from the user’s view.|All users in all companies.|[Removing Elements from the User Interface According to Permissions](/dynamics-nav/Removing-Elements-from-the-User-Interface-According-to-Permissions)| |Install an extension|Administrator|Extensions are like small applications that add functionality, change behavior, provide access to new online services, and more. For example, Microsoft provides an extension that provides integration with PayPal Payments Standard.|All users in all companies.|[Customizing Using Extensions](ui-extensions.md)| |Configuration|Administrator| Customize the user interface for multiple users by adding/removing user interface elements based on permissions, or by customizing a profile that the users are assigned to (using the same personlaization features available to users).|All users of a profile. |[Configuring the User Interface for Users](admin-configure-user-interface.md)| |Personalizing the Workspace|Any user|Change the layout and content of your pages.|User only.|[Personalizing Workspaces](ui-personalization-overview.md)| ## See Also [Working with [!INCLUDE[navnow_md](includes/navnow_md.md)]](ui-work-product.md) - diff --git a/dynamics-nav-app/ui-how-create-custom-report-layout.md b/dynamics-nav-app/ui-how-create-custom-report-layout.md index b1a3b9b9..06f357dd 100644 --- a/dynamics-nav-app/ui-how-create-custom-report-layout.md +++ b/dynamics-nav-app/ui-how-create-custom-report-layout.md @@ -53,7 +53,7 @@ To modify a report layout, you must first export the report layout as a file to If you are changing a Word layout, open the layout document in Word. For editing details, see the next section [Making Changes to the Report Layout](ui-how-create-custom-report-layout.md#MakeChangesToLayout). - RDLC report layouts are more advanced than Word report layouts. For more information about modifying an RDLC report layout, see [Designing RDLC Report Layouts](https://msdn.microsoft.com/en-us/dynamics-nav/designing-rdlc-report-layouts). + RDLC report layouts are more advanced than Word report layouts. For more information about modifying an RDLC report layout, see [Designing RDLC Report Layouts](/dynamics-nav/Designing-RDLC-Report-Layouts). Remember to save you changes when done. diff --git a/dynamics-nav-app/ui-manage-report-layouts.md b/dynamics-nav-app/ui-manage-report-layouts.md index d849b35c..0fb651a1 100644 --- a/dynamics-nav-app/ui-manage-report-layouts.md +++ b/dynamics-nav-app/ui-manage-report-layouts.md @@ -1,5 +1,5 @@ --- -title: Working with Custom and Built-In Layouts for Reports and Documents +title: Working with Custom and Built-In Layouts for Reports and Documents description: Use report layouts to customize documents, for example, to personalize the font, logo, or page settings of PDF files you send to customers. documentationcenter: '' @@ -38,7 +38,7 @@ A Word report layout is a based on Word document (.docx file type). Word report ![Example of a word report layout document for NAV](media/nav_wordreportlayout_edit_in_word_example.png "NAV_WordReportLayout_Edit_In_Word_Example") ## RDLC layout overview -RDLC layouts are based on client report definition layouts (.rdlc or .rdl file types). These layouts are created and modified by using SQL Server Report Builder. The design concept for RDLC layouts is similar to Word layouts, where the layout defines the general format of the report and determines the fields from the dataset to include. Designing RDLC layouts is more advanced than Word layouts. For more information, see [Designing RDLC Report Layouts](https://msdn.microsoft.com/en-us/dynamics-nav/designing-rdlc-report-layouts). +RDLC layouts are based on client report definition layouts (.rdlc or .rdl file types). These layouts are created and modified by using SQL Server Report Builder. The design concept for RDLC layouts is similar to Word layouts, where the layout defines the general format of the report and determines the fields from the dataset to include. Designing RDLC layouts is more advanced than Word layouts. For more information, see [Designing RDLC Report Layouts](/dynamics-nav/Designing-RDLC-Report-Layouts). ## Built-in and custom report layouts [!INCLUDE[d365fin](includes/d365fin_md.md)] includes several built-in layouts. Built-in layouts are predefined layouts that are designed for specific reports. [!INCLUDE[d365fin](includes/d365fin_md.md)] reports will have a built-in layout as either an RDLC report layout, Word report layout, or in some cases both. You cannot modify a built-in report layout from [!INCLUDE[d365fin](includes/d365fin_md.md)] but you use them as a starting point for building your own custom report layouts. diff --git a/dynamics-nav-app/walkthrough-setting-up-and-using-a-purchase-approval-workflow.md b/dynamics-nav-app/walkthrough-setting-up-and-using-a-purchase-approval-workflow.md index d0d7251a..e61f3dbc 100644 --- a/dynamics-nav-app/walkthrough-setting-up-and-using-a-purchase-approval-workflow.md +++ b/dynamics-nav-app/walkthrough-setting-up-and-using-a-purchase-approval-workflow.md @@ -1,7 +1,7 @@ --- - title: Walkthrough - Setting Up and Using a Purchase Approval Workflow + title: Walkthrough - Setting Up and Using a Purchase Approval Workflow description: You can automate the process of approving new or changed records, such as documents, journal lines, and customer cards, by creating workflows with steps for the approvals in question. Before you create approval workflows, you must set up an approver and substitute approver for each approval user. You can also set approvers’ amount limits to define which sales and purchase records they are qualified to approve. Approval requests and other notifications can be sent as email or internal note. For each approval user setup, you can also set up when they receive notifications. - + documentationcenter: '' author: SorenGP @@ -156,7 +156,7 @@ The generic version [!INCLUDE[d365fin](includes/d365fin_md.md)] includes a numbe You define variations of workflows by filling fields on workflow lines from fixed lists of event and response values representing scenarios that are supported by the application code. For more information, see [How to: Create Workflows](across-how-to-create-workflows.md). -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. ## See Also [How to: Set Up Approval Users](across-how-to-set-up-approval-users.md) diff --git a/dynamics-nav-app/warehouse-use-automated-data-capture-systems-adcs.md b/dynamics-nav-app/warehouse-use-automated-data-capture-systems-adcs.md index 4a313966..d72476b2 100644 --- a/dynamics-nav-app/warehouse-use-automated-data-capture-systems-adcs.md +++ b/dynamics-nav-app/warehouse-use-automated-data-capture-systems-adcs.md @@ -1,5 +1,5 @@ --- - title: Use Automated Data Capture Systems (ADCS) + title: Use Automated Data Capture Systems (ADCS) description: You can use your automatic data capture system (ADCS) to register the movement of items in the warehouse and to register some journal activities, such as quantity adjustments in the warehouse item journal and physical inventories. author: SorenGP @@ -24,7 +24,7 @@ Based on the needs of your warehouse, you define the amount of information displ - Text information. - Messages to show confirmations or errors about activities performed and registered by the handheld device user. -For more information, see [Configuring an Automated Data Capture System](https://msdn.microsoft.com/en-us/library/dd338742.aspx) on MSDN. +For more information, see [Configuring an Automated Data Capture System](/dynamics-nav/Configuring-Automated-Data-Capture-System) in the developer and IT-pro help. ## To set up a warehouse to use ADCS To use ADCS, you must specify which warehouse locations use the technology. @@ -103,7 +103,7 @@ When you have created a miniform, the next steps are to create functions and to In the [!INCLUDE[d365fin](includes/d365fin_md.md)] development environment, edit the code for the **Handling Codeunit** field to create or modify code to perform the required action or response. -For more information, see [Configuring an Automated Data Capture System](https://msdn.microsoft.com/en-us/library/dd338742.aspx) on MSDN. +For more information, see [Configuring an Automated Data Capture System](/dynamics-nav/Configuring-Automated-Data-Capture-System) in the developer and IT-pro help. ## See Also [Warehouse Management](warehouse-manage-warehouse.md)