Customization Manager in Microsoft Dynamics SL 7.0

Customization Manager in Microsoft Dynamics SL 7.0

About this Course

This one-day course is designed to give individuals a comprehensive and practical overview of how to use the Microsoft Dynamics( SL Customization Manager to modify standard Microsoft Dynamics SL application windows. This class teaches students how to give a custom look to Microsoft Dynamics SL windows, meet specific system processing or security

requirements, accommodate individual user needs, as well as provide a basic understanding related to the theory, tools, and functions of the Customization Manager and Visual Basic for Application modules. This course also provides definitions for terminology related to the Customization Manager such as objects, events, captions, and headings.

Audience Profile

This course is intended for individuals who need to know how to modify the appearance and operation of standard Microsoft Dynamics SL windows for specific operator requirements.

Prerequisites

Before attending this course, students must have:

A working knowledge of Microsoft( Windows( and your specific network operating system, Microsoft Windows 2003 Server, Microsoft Windows Vista etc.

A fundamental knowledge of Microsoft Dynamics SL system operation and maintenance

Some experience or knowledge of Microsoft( SQL Server( and Structured Query Language (SQL)

At Course Completion

After completing this course, students should understand:

How to rearrange the fields in data entry windows to more closely resemble source document formats or to make room for new or additional window fields

How to change the tab order the cursor moves through the fields in each window How to change the default values of Solomon window fields

How to modify the way data fields display values like telephone and social security numbers How to hide fields for all users, specific users, or specific groups

How to make fields display only

How to add new items to windows such as data object fields, labels, buttons, frames, and tabs

How to write Microsoft( Visual Basic( for Application (VBA) code and associate the VBA code with a Microsoft Dynamics SL window or object

Course Outline

Module 1: Customization Manager Overview, Getting Started with Customizations, Customizing Screen Appearance and Flow

This chapter discusses the types of customizations that can be completed using the Customization Manger module of Microsoft Dynamics SL, identifies how the Customization Manager module customizes a Microsoft Dynamics SL window, describes the main components of the Customization Manager module and other optional customization software tools, explains the functional scope of both the Customization Manager and Microsoft Dynamics SL Visual Basic for Application (VBA) modules, and illustrates how to tell a customized Microsoft Dynamics SL window from a standard Microsoft Dynamics SL window. This chapter also explains how to plan for customizations, defines Customization Manager Terminology and concepts, discusses the different customization level available, illustrates how to start and stop Customization Manager, and

demonstrates how to select and identify window objects. It also covers how to modify screen terminology, move and size objects, change colors and fonts, set customization options, and save customizations.

Lessons

Introducing Customization Manager How Customization Manager Functions Customization Manager Components Other Optional Customization Tools

Understanding the Scope of Customization Manager Identifying a Customized Solomon Window

Planning the Customization

Understanding the Basic Terminology Customize Menu Options

Selecting the Customization Level

Procedures to Set up a Customization Group Procedures to Select the Customization Level Starting Customize Mode

Procedures to Start Customize Mode Saving Customizations

Procedures to Save a Customization Stopping Customization Manager Procedures to Stop Customization Mode Selecting Objects and the Properties Window Procedures to Open the Properties Screen Selecting the Object to Modify

Procedures to Select an Object to Modify

Procedures to Select a Different Object While in Properties Identifying the Object in Focus

Procedures to Identify an Object

Identifying the Current Value of an Object

Procedures to Open the Customization Property Browser Modifying Screen Terminology

Procedures to Move Objects Resizing Objects

Procedures to Resize Windows and Objects Properties of Moved and Resized Objects Setting Customization Options

Changing Colors

Procedures to Change the BackColor or ForeColor Changing Fonts

Procedures to Change the Font Changing the Alignment of Text Procedures to Change the Alignment Modifying Cursor Movement in a Window Procedures to Change the Tabbing

Lab : Selecting Customization Tools

In this exercise, students determine the Microsoft Dynamics SL customization tools that are needed to complete the customizations required for each scenario.

Lab : Selecting the Level, Starting Customization Mode

In this exercise, students learn to start and stop Customization Mode, as well as practice selecting different objects in a Microsoft Dynamics SL window.

Lab : Selecting and Viewing Objects

In this exercise, students review the identification properties associated with certain objects in a Microsoft Dynamics SL window.

Lab : Changing Captions and Headings

In this exercise, students change the name of a data object in form and grid view.

In this exercise, students move and align objects in a Microsoft Dynamics SL window.

Lab : Change Colors and Fonts

In this exercise, students change the color and font properties associated with an object.

Lab : Change Tab Stops

In this exercise, students change the tab stop order of objects in a Microsoft Dynamics SL window.

Lab : Change Tab Order

In this exercise, students change the tab order of a Microsoft Dynamics SL window. After completing this chapter, students will be able to:

Identify the types of customizations that can be completed using the Customization Manger module. Understand how the Customization Manager module customizes a Microsoft Dynamics SL window. Recognize how the Customization Manager module customizes a Microsoft Dynamics SL window.

Understand the functional scope of both the Customization Manager and Microsoft Dynamics SL Visual Basic for Application (VBA) modules.

Identify how to tell a customized Microsoft Dynamics SL window from a standard Microsoft Dynamics SL window. Identify the considerations for planning customizations.

Understand Customization Manager Terminology and concepts. Understand the different customizations levels.

Establish customization groups.

Start and stop the Customization Manager. Select and identify window objects. Modify screen terminology.

Move and size objects. Change colors and fonts. Set customization options. Save customizations.

Module 2: Masks, Security and Values, Lookups, Tab Objects, New Objects

This chapter discusses how to change the display mask of data, field level security, securing customizations, setting default values for data fields, and setting minimum and maximum values. It also covers how to work with lookups, how to work with tab objects, and inserting new objects into Microsoft Dynamics SL windows.

Lessons

Changing the Display Mask of Data Procedures to Define a Custom Mask Establishing Security

Application Field-Level Security Procedures to Set an Object's Visibility

Procedures to Enable or Disable an Object's Accessibility Procedures to Secure an Object's Customization

Customization-Level Security

Procedures to Set Customization-Level Security Changing Default Object Values

Procedures to Change an Object's Default Value Changing Values and Ranges

On and Off Values for Checkboxes

Procedures to Set an Object's On and Off Values True Text Values for Option Buttons

Procedures to Define an Object's True Text Values Minimum and Maximum Values

Procedures to Set an Object's Min/Max Values Working with Lookups

Procedures to Modify a Value List for a Combo Box Procedures to Define a Value List for a New Object Working With Tab Objects

Inserting New Objects Into Windows Procedures to Insert an Additional Object

Lab : Changing Masks

In this exercise, students change the mask of an object to only permit numbers and upper case letters.

Lab : Setting Field-Level Security

In this exercise, students review how to set field-level security.

Lab : Changing Combo Box Default Values

In this exercise, students change the default value of a Combo Box object.

Lab : Changing Text Box Default Values

In this exercise, students change the default value of a Text Box object.

Lab : Simplifying Data Entry Screens

In this exercise, students remove objects associated with a Microsoft Dynamics SL window in order to simplify data entry into the window.

Lab : Restricting Value Ranges

In this exercise, students set a maximum value for a data object.

Lab : Limiting Selections in a Combo Box

In this exercise, students remove one of the value options of a data object in order to enforce a review policy of data.

Lab : Adding Possible Value Lists to Text Boxes

In this exercise, students add a possible values list to a data object to enforce standard data entry types.

Lab : Add a New Tab

In this exercise, students add a tab to a current tab object in a Microsoft Dynamics SL window.

Lab : Inserting New Objects

In this exercise, students add and format objects to the new tab of a Microsoft Dynamics SL window. After completing this chapter, students will be able to:

Change the display mask of data. Understand field level security. Secure customizations. Set default values.

Set minimum and maximum values. Work with lookups.

Work with tab objects. Insert new objects.

Module 3: Managing Customizations, Customizing Events Using Visual Basic for Applications

This chapter discusses the basics of Microsoft Dynamics SL customization management, how to export customizations for use in other Microsoft Dynamics SL databases, how to import customizations into Microsoft Dynamics SL databases, and how to remove customizations from screens in objects. This chapter also covers the Microsoft Visual Basic for Applications (VBA) module operating theory, how to access the VBA module through the Customization Manager module, and how to associate VBA custom event code to Microsoft Dynamics SL window objects.

Lessons

Exporting Customizations to Other Databases Procedures to Export Customizations

Procedures to View the Contents of Export Files Importing Customizations from Other Databases Procedures to Import Customizations into a Database Removing Customizations

Procedures to Remove Object Changes or an Object Procedures to Remove Screen Changes or a Subform Understanding the Concept

Defining Custom Event Code

Procedures to Develop Custom Event Code With VBA

Lab : Exporting and Viewing Customizations

In this exercise, students export customizations and review the customization export file.

Lab : Removing a Customization

In this exercise, students remove the customizations associated with a Microsoft Dynamics SL window.

Lab : Documenting a Customization

In this exercise, students document a customization using a print screen and a short description of the customization.

Lab : Attaching Custom Event Code to Require a Password

In this exercise, students disable access to a data object, and use VBA code to add a dialog box to prompt the user for a password to change the value of the data object.

Lab : Attaching Custom Event Code to Objects

In this exercise, students use VBA code to add a Quick Print button to one of the Solomon windows to print information displayed in the window.

After completing this chapter, students will be able to:

Understand the basics of Microsoft Dynamics SL customization management. Export customizations for use in other Microsoft Dynamics SL databases. Import customizations into Microsoft Dynamics SL databases.

Remove customizations from screens in objects.

Understand Visual Basic for Applications (VBA) module operating theory. Access the VBA module through the Customization Manager module. Associate VBA custom event code to Microsoft Dynamics SL window objects.

Module 4: Appendix: Properties of Window Objects

This appendix reviews the properties associated with objects in the Properties window.

Lessons

Properties of Window Objects.

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