Dynamics NAV Alternative User Profile ID Viewing and Configuration Mode Updates

By Kristi Solberg | March 21, 2017

Dynamics nav alternative user profile id viewing and configuration mode updates

Through Dynamics NAV shortcut settings, a NAV Administrator may launch alternative user profiles and/or customize the experience for all users within a given profile.

Creating a Profile ID in Dynamics NAV

1) Go to the file location of your NAV RTC (client), highlight and right click. Select Send To: Desktop (create shortcut).

NAV client file locationDynamics NAV Desktop shortcut

 

2) Double click on the shortcut and the NAV client should then open to the user personalization assigned to you through the User Personalization page in NAV. In the below example, I am assigned the IT Manager profile.

Dynamics NAV User profile Role Center

3) Right click on the shortcut icon and select: Properties

a. The text within Target field should contain the client program location, ending like below:

i. \Microsoft.Dynamics.Nav.Client.exe”

NAV Properties

b. Add additional text to the end of the “Target” string like the example below:

i. \Microsoft.Dynamics.Nav.Client.exe” -profile:”PROJECT MANAGER”

ii. To see the full list of profiles in your NAV environment, search in NAV for “Profiles”.

NAV Project Manager Properties

4) Now when you double-click on the shortcut icon, the NAV client will open to the user personalization identified in the Target (Project Manager in this example).

NAV Role Center Personalization

5) You could also re-name the shortcut to ‘Project Manager’ and create more shortcuts for other alternative user profile IDs.

Configuration Mode

1) To customize/update the Role Center view for all users within a user profile ID, right click on the shortcut icon and select Properties again. In the below example, the customization is for user profile ID: Project Manager.

a. Add the additional text:

i. \Microsoft.Dynamics.Nav.Client.exe” -profile:”PROJECT MANAGER -configure

To customize/update the Role Center view for all users within a user profile ID, right click on the shortcut icon and select Properties again.

2) When launching NAV, you will then notice ‘Configuration Mode’ in the upper right hand corner. This means that any customizations you make while in the client will be saved and applied to all users assigned that profile ID. These changes include:

a. Customizations to the Role Center

b. Customizations to the Navigation Pane

c. Customizations to individual pages (field visibility, order, promotion, ribbon options, fact boxes, etc…)

‘Configuration Mode’ in the upper right hand corner.

3) Be sure to exit Configuration Mode when the customizations are complete. Launching NAV from the normal program list (or from a shortcut menu without configuration mode enabled) will run the client like normal. In other words, customizations made will only affect your specific login.

Related Posts

Recommended Reading:

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article
4.28.22 Dynamics GP

Uncommonly Used Features – Integrate Purchasing and Payables to Fixed Assets in Dynamics GP

Being able to integrate Purchasing and Payables to Fixed Assets in Dynamics GP will help you create visibility for your […]

Read the Article

New Features in the Dynamics 365 Business Central 2022 Wave 1 Release – Ease-of-Use Features

  There are many new features in the Dynamics 365 Business Central 2022 Wave 1 Release to get excited about! […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X