Microsoft Dynamics® SLMicrosoft Dynamics® SLMicrosoft Dynamics® SLMicrosoft Dynamics® SLCustomization Manager and

Professional Service Tools Library

ObjectivesObjectives

AGENDA

Customization Manager Overview How to get Started Business case examples

Professional Services Tools Library Overview Business case example

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

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

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

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

Customization Business Case ExamplesCustomization Business Case Examples

Customization demonstration

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

PSTL – Business ExamplesPSTL – Business Examples

• List of key fields that can be Modified:

PSTL – Business ExamplesPSTL – Business Examples

• List of key fields that can be Combined:

Customization Business Case ExamplesCustomization Business Case Examples

PSTL Demonstration

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