Role Tailored Client Personalization and Mass Deployment in Dynamics NAV 2009

Posted by Desiree on August 31, 2010

One of the benefits of the new Role Tailored Client (RTC) offered by Dynamics NAV 2009 is the ability users now have to personalize their own Role Center, Pages, and Cards to fit their specific daily business processes. Unlike previous versions, most personalization can be performed without any modifications to the base product. For example, the following is the standard – out of the box – Dynamics NAV 2009 Order Action Pane.

Standard Action Pane (no RTC Personalization)

Out-of-the-box Dynamics NAV 2009 Order Action Pane

If the order processor is required to Calculate Delivery Fees, then Calculate Grants prior to Post & Printing the Orders, using RTC the user could personalize their Order Action Pane to mirror that process flow and increase their productivity each time they perform these tasks.

Order Action Pane with RTC Personalization

Role Tailored Client Personalization in Dynamics NAV 2009

This is just one example of the robust nature of Role Tailored Client Personalization available in Dynamics NAV 2009. RTC personalization can be performed throughout the entire product on Journals, List Pages, Cards, Fast Tabs on Cards, etc… the possibilities and opportunities for productivity improvements and improved business processes are endless.

Role Tailored Client Personalization can also be deployed by Profile to multiple users. An administrator can access a Profile in Configuration Mode and personalize a Profile then deploy those changes to anyone who is also assigned that specific Profile.  To do so the Administrator will need access to the Classic Client. Follow the steps below to deploy a RoleTailored Client Profile to each user with the Profile you have personalized.

Mass Deployment of RTC Profile in Dynamics NAV 2009

Make yourself Administrator for the Profile

1. Launch the Classic Client
2. Go to Administration > Application Setup > RoleTailored Client > Profiles
3. Find the Profile in question; here you can hit F5 to view the list.
   1. For demonstration purposes we will use the “Agency Order Processor” Profile.
4. Add your login as the administrator for this profile
   1. Uncheck the Default Role Center (if it is checked.)
   2. Place cursor in the Owner ID field then click the Assist Button to select your user name
   3. Recheck Default Role Center

Create a Role Tailored Client Profile in Dynamics NAV 2009

Open Role Tailored Client in Configuration Mode

1. Open a Command Prompt
   1. Start > Command Prompt (or Start > Run… then type “CMD” and hit Enter


Open a Command Prompt in NAV 2009

2. Change to the directory containing the RoleTailored client executable.
   1. Type the following command:
      cd c:Program Files (x86)Microsoft Dynamics NAV60RoleTailored Client
3. Open the RoleTailored client in configuration mode.
   1. Type the following command:
      Microsoft.Dynamics.Nav.Client.exe -configure -profile:”order processor”


Role Tailored Client Command Prompt

4. The RoleTailored client opens in Configuration Mode. NOTE: There is no indication you are working in “Configuration Mode.”


Configuration Mode Dynamics NAV 2009

5. Once you have configured your screens accordingly, exit Dynamics NAV 2009. The next time users who are assigned this profile log in, they will see these changes.
6. You can now remove yourself as the Administrator for this Profile (see above)