Dynamics NAV Alternative User Profile ID Viewing and Configuration Mode Updates

by | Updated January 2, 2018 | Dynamics NAV

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

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

november

05nov11:00 am12:00 pmConfab with Stoneridge - Livestream - Project Oakdale: The NEW Integration of Power Platform into Teams

18nov10:00 am10:30 amThe Modern Manufacturer - Tears and Trauma of MRP

19nov11:00 am12:00 pmConfab with Stoneridge - Livestream - Project Oaktree: NEW Functionality for Dynamics 365 Manufacturing

december

02dec9:00 am12:00 pmOnline Workshop - Dynamics GP Year End Close (Morning Session)

03dec11:00 am12:00 pmConfab with Stoneridge - Livestream: Live Agents, Power Virtual Agents, Omnichannel – Oh My!

03dec1:00 pm4:00 pmOnline Workshop - Dynamics GP Year End Close (Afternoon Session)

09dec10:00 am10:30 amThe Modern Manufacturer - Manufacturing Policy Management

17dec11:00 am12:00 pmConfab with Stoneridge - Livestream - Technology in 2020: A Year in Review

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X