microsoft dynamics® sl customization manager and professional service tools library
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Microsoft Dynamics® SLMicrosoft Dynamics® SLMicrosoft Dynamics® SLMicrosoft Dynamics® SLCustomization Manager and
Professional Service Tools Library
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ObjectivesObjectives
AGENDA
Customization Manager Overview How to get Started Business case examples
Professional Services Tools Library Overview Business case example
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Customization Manager OverviewCustomization Manager Overview
• Customization Manager is a tool to:• modify standard Microsoft Dynamics SL
application windows
• give a custom look to Microsoft Dynamics SL windows
• meet specific system processing or security requirements
• accommodate individual user needs
• modify SL at the user or at a group level
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Customization Manager OverviewCustomization Manager Overview
• Customization Manager is NOT
• It does not actually change the Microsoft Dynamics SL application's code
• Cannot modify Microsoft Dynamics SL processes, such as releasing batches and posting transactions
• Rather, the data resulting from the window modification(s), and any related VBA code developed, are written and stored in the system database
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Customization Business Case ExamplesCustomization Business Case Examples
• Some common examples:• Rearrange the fields in data entry order• Add new or additional fields• Change the default values of fields• Modify the way data fields display values like
telephone numbers and Social Security numbers• Hide fields for all users or specific users• Make fields display-only• Make fields required, where normally they are not• Write Visual Basic for Applications (VBA) code and
associate the VBA code with a Microsoft Dynamics SL window or object
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Getting Started With CustomizationsGetting Started With Customizations
• The basics customization• Select the Customization Level
• Start Customize Mode
• Select the Object to Modify
• Make modifications
• Save Customizations
• Exporting / Importing customizations
• Deleting a customization
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Customization Business Case ExamplesCustomization Business Case Examples
Customization demonstration
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PSTL - OverviewPSTL - Overview
• Professional Services Tools Library (PSTL) is a tool to:• Modify or change a key field to a new value
• Account, Subaccount, Vendor ID, Customer ID, Project ID, Task, etc.
• Combine key fields, or take two key values of select tables and combine them to a single value
• Rebuild Vendor 1099 Balances
• Will only work on standard tables
• Free to SL Customers on a current maintenance plan
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PSTL – Business ExamplesPSTL – Business Examples
• List of key fields that can be Modified:
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PSTL – Business ExamplesPSTL – Business Examples
• List of key fields that can be Combined:
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Customization Business Case ExamplesCustomization Business Case Examples
PSTL Demonstration
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ConclusionConclusion
• Customization manager is an embedded tool that :• Can help you present screens and develop business processes
in the system that are customized to YOUR needs• Is easy to use in most cases• Can be implemented at a user or a group level• Is saved within the system databases
• PSTL is a Dynamics tool that:• Can safely make changes to certain key fields in your database• Is a free tool with a current maintenance plan