Role Center in Dynamics SL 2011

Microsoft Dynamics SL 2011 provides new enhancements for end-users. With a new user-interface and functionality improvements, Dynamics SL 2011 is one of the largest product upgrades for Microsoft Dynamics in years.

We have experience on the latest Dynamics SL 2011 features of the Role center on Dashboard creation, Business Analyzer Charts (BA) and Quick queries. Read below for an introduction on Role Centers, Activities and Quick Lists.

What is a Role Center?

The Role Center contains activities along with Quick Lists areas to present you quick role-based information from Microsoft Dynamics SL 2011 data. When you access the Role Center page with your associated access rights, the Activities you have access to (across modules) will appear to the left side of the Role Center.

Only those users or group of users who have been given rights to the Role Center parts will be able to view the Role Center page. The Role Center has a section that contains Activities. These activities have associated Quick Lists that will display when focus is on the Activity.

What is a Quick List?

Quick Lists are associated with Activity Cues. The Activity Cue that has focus will be listed in the Quick List area. You can double click on a line item in the Quick List to open the specific screen that will show you that information.

What is an Activity Group?

Activities are grouped or categorized by the module. These categories are called Activity Groups.

Part:

Select from the available Parts that users or groups can be given rights to access. The available role center parts to select from 

• RCACT – Activities 
• RCQLIST – Quick List 
• RCVOICE – Connect

Predefined Activity Group list (Sub Part1): 

1. Account Payables (AP), 
2. Account Receivables (AR),
3. Project (PA).

Also include other modules in Activity Group

What is an Activity Cue (Sub Part2)?

Within each Activity Group listing there are Activity Cues that typically represent the pending work for a user or group. Each Activity Cue can be set to link an action which includes executing a Microsoft Dynamics SL 2011 Screen/Query, an external program or Quick List.

The Access check box is selected the user or group will have access to the Role Center and will be able to use each of these subparts which they are given access rights.

What are Activity Panes and Quick Lists?

They carry predefined Role Center in Dash Board views of Account Payables (AP), Account Receivables (AR), Project (PA) information in Dynamics SL 2011 also add other modules in Activity Group list it will also show in the Dash Board view. A quick list can be associated with each activity displaying all the details like vendor, customer or project information etc.

Dynamics SL – Notifications through Communicator module

Read the complete post at Congruent Info-tech 

http://blog.congruentindia.com/dynamics-sl-notifications-through-communicator-module/

Dynamics SL – Notifications through Communicator module

Report ROI has Stop working in Dynamics SL

Issue:

I'm getting this error when tried to click the print preview button in all Report ROI.

 Environment: Solomon 2011

System type: 32 bit OS windows 7

Cause1:

•  An invalid printer specified in Microsoft Dynamics SL Printer Options.

• In a Terminal Server or Citrix environment, every time that you log on, the name of the printer may change slightly.

Solution: 

      1.  Open Printer Options (98.220.00) and specify a valid printer / Use Windows Default printer.

Cause2:

•  The DLL file “u2lsol4.dll” may missing in \WRKSTN\Windows\Crystal under SL  root folder

Solution: 

1. Browse the “u2lsol4.dll” file under the SL installation files and place it in to the above mentioned path.
2.  Register the above DLL 

In Microsoft Dynamics SL 6.5, enable the "Company Selection" tab in Report ROI

Dynamics SL 7 & 2011 have a feature about Company selection tab in Report ROI. But in Dynamics SL 6.5 do some steps for enabling the "Company Selection" tab in Report ROI

Step 1: Enable multi-company selection for the custom report. 

• On the Utility menu, click Report Control Maintenance.
• In the Report Number Field, type the Custom report number, and then click Control Options.
• Click to select the Multi-Company Selection Allowed check box, and then click OK.
• Click Save, and then close the Report Control Maintenance (98.300.00) screen.

Step 2: Create links in your custom report to enable the access to company-specific data.

• Open the Crystal Report, click Open an Existing Custom Report, and then click OK.
• On the Database menu, click Database Expert.
• In the Database Expert dialog box, locate the Available Data Sources section, and then expand Current Connections.
• Expand the appropriate Microsoft Solomon application database, expand the second instance of this application database, and then expand Tables.
• Click RptCompany, and then click the Add arrow to add the RptCompany table to the Selected Tables section.
• Click the Links tab.
• Smart Linking automatically creates links between the RptCompany table and the existing tables in the CpnyID field. 
• If the links are incorrect, click Clear Links. Then, manually create the links. 
• Click OK.

Step 3: Add the RI_ID formula to the report.

• On the Report menu, click Select Expert.
• In the Choose Field dialog box, click RI_ID, and then click OK.
• In the Select Expert dialog box, click the RptCompany. RI_ID tab, and then click formula in the list that appears.
• In the formula box, type the following:                                                                           {RptCompany.RI_ID} = tonumber (RIPARAM ("RI_ID"))
• Click OK.
• Click Save, and then close Crystal Reports. And then run the report through Solomon.

Display your Company Logo to Dynamics SL

In Dynamics SL 2011, a new tab has been added to this Options Dialog screen called the Navigation Menu, which has added another layer of control and impacts whether you see your Company Logo in DSL menus.

Display your company logo is nothing new to Dynamics SL. If you haven’t done it yet, you can follow the following steps (1-4) for versions prior to 2011 and skip step 4 and go to step 5 if you’re using Dynamics 2011:

The simple steps to add your company logo:

1.      Rename the company logo file with the following format:

  company_ID.bmp

2.      Replace company ID with the company ID enter when login onto Dynamics SL.

3.      Add the .bmp file to the Microsoft Dynamics SL root directory.

4.      DSL 2011, log into Microsoft Dynamics SL. You will see the logo displayed in the upper-left section of the menu.

5.      For DSL 2011: Go to the new Tools Icon set just between the Company ID and Help Icons. Select the ‘Navigation Menu’ Tab and check ‘Company Logo on Area page’ in the Application pane. You should now see the Company logo on the module’s menus.

Note:

•       Each company ID in the Microsoft Dynamics SL installation can have a different logo.
•       The logo must be saved with the .bmp extension. No other extension will work like (.jpg, .jpeg, .gif)
•       The dimensions of the logo cannot exceed 192 pixels x 40 pixels. Otherwise, the logo may appear truncated.

Additional Security in inquiry and approval screens on Project Series Module

Password Setup :

   Open SL -> Project-> Project Controller-> Maintenance -> Password Maintenance 

Password Maintenance (PA.PWD.00):
   Provides password in selected inquiry and approval screens throughout the system.

Field descriptions for Password Maintenance Screen given below

     1.  Password Type:
            PV lookup in Password Type Valid password types are CPNY for company passwords, EMP for   
            employee passwords, and ORG for organizational (subaccount) passwords.

     2.  Key Value:
            Enter the secured key value to be password protected based on Password Type. 
            For example, if the password type is EMP, enter the Employee ID to password-protect in the   
            secured screens.

     3.  Password: 
            Passwords can contain from 6 to 22 characters. They can include both upper- and lowercase letters  
            in addition to numerals and special characters such as punctuation. 

           When users enter their password on a secured screen, the characters in the password do not appear.
          
Security reasons, it is important that this screen be restricted from unauthorized use.

Time Review and Approval Screen (TM.TRA.00)

  Open SL -> Project-> Time & Expense for Projects-> Processes -> Time Review and   

  Approval

• Select the Employee id in given key value field on Password Maintenance Screen

• It will invoke Enter password popup window.

• Enter the Password for the particular employee id as per the given Password Maintenance Screen

• Click OK, list the details value.

Project inquiry (UZ.UPI.00)

  Open SL -> Project-> Employee Utilization-> inquiries -> Project inquiry

• Select the Employee id in given key value field on Password Maintenance Screen

• It will invoke Enter password popup window.

• Enter the Password for the particular employee id as per the given Password Maintenance Screen

• Click OK, list the details value.

Converting Issue from 32-Bit (x86) to 64-Bit (x64)

Here’s a problem that was bugging me at my last upgrading SL 6.5 to SL 2011 project in client side. About 32-bit (x86) targeted dll while still being loadable by a 64 bit application. I've just been converting between them to see if that fixes anything. Finally catch the solution.

Upgrade from 32 bit to 64 bit

The server only has the 64-bit client installed so I copied the 32-bit dlls from (C:\Windows\System32) path on my development machine.  I tried copying over the 32-bit dlls to 64-bit client installed machine path (C:\Windows\Syswows64) .After copy the dll’s in particular path folder Register the dll file.

  Open command prompt

              Registry -> Manually Register

                     REGSVR64 "C:\Windows\System64\XXXXXX.dll"

What is system32 and syswow64?

• System32 folder is intended for 64-bit files only

• SysWOW64 folder is intended for 32-bit files only

The binary file compiled to a specific bitness (32 or 64) installs to the correct system folder. Otherwise the program that needs the file will not be able to load the file and will probably not work as expected.