Configuring Pages in the Microsoft Dynamics NAV SharePoint Client

A Microsoft Dynamics NAV page can consist of several different elements, such as FactBoxes, FastTabs, a Filter pane, actions, and more. Like the Microsoft Dynamics NAV Windows client, you can customize pages that display in the Microsoft Dynamics NAV SharePoint client so that some elements are not shown. This lets you hide nonessential information and limit the space that a page occupies on the SharePoint site. The difference with the Microsoft Dynamics NAV SharePoint client is that you cannot perform customization tasks directly from the Microsoft Dynamics NAV SharePoint client. Instead, you perform the customization tasks in the Microsoft Dynamics NAV Windows client, which means that the any customization that is performed applies to both the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV SharePoint client.

Note

Personalization is not is not supported by the Microsoft Dynamics NAV SharePoint client. If a user has customized the Microsoft Dynamics NAV Windows client, then the custom settings are ignored for the user in the Microsoft Dynamics NAV SharePoint client.

Configuring the Microsoft Dynamics SharePoint Client

Configuration is typically performed by an administrator, SUPER user, or Microsoft Certified Partner. This person configures the pages based on a profile, which means that the customizations will be seen in the Microsoft Dynamics NAV SharePoint client by all users who are assigned to the profile. For example, on the Sales Order List page for users who belong to the ORDER PROCESSOR profile, you can hide the FactBox area or decrease the number of columns that are shown in the list.

To configure the Microsoft Dynamics NAV SharePoint client, you open the Microsoft Dynamics NAV Windows client in the configuration mode for a profile, and then use the customize feature to show or hide the elements. For more information, see How to: Open the Microsoft Dynamics NAV Windows Client in Configuration Mode and How to: Hide Page Elements for a Profile in the Microsoft Dynamics NAV SharePoint Client.

Disabling and Resetting and Configuration Settings

As an administrator or SUPER user, you can reset configuration settings. For more information, see Resetting Personalization and Configuration Settings.

Note

Performing this task affects the users in Microsoft Dynamics NAV Windows client, Microsoft Dynamics NAV Web client, and the Microsoft Dynamics NAV SharePoint client.

See Also

Concepts

Displaying Pages in the Microsoft Dynamics NAV SharePoint Client by Using URLs
Developing for the Microsoft Dynamics NAV SharePoint Client

Other Resources

Customizing Role Center and Pages
Configuration and Personalization Walkthroughs