Configuration and personalization in NAV 2016

The Role Tailored Client (RTC) or Windows Client for Dynamics NAV 2016 has a different Role Center for each type of User. Everytime you start NAV this page will be your ‘starting point’. For example, if a user has the Profile ‘Order Processor’ then he or she will see the ‘Order Processor’ role center. So the interface is RoleTailored to the user as much as possible.  This Role Center reflects his/her tasks, views and priorities. It’s possible however to change the default ‘look and feel’ by customizing the Role Center. You could for example hide or display elements in your NAV ribbon or change the visibility of fields, actions, factboxes or fasttabs. By default personalization is enabled. It’s possible to disable personalization by adding the -disablepersonalization parameter. Example:

"C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" -disablepersonalization

Note: if you disable personalization it’s still possible to change the width of your columns for example. These settings are saved locally to ‘PersonalizationStore.xml’. This file can be found in the Appdata folder, example: ‘C:\Users\YourUsername\AppData\Roaming\Microsoft\Microsoft Dynamics NAV’. In  NAV 2009 the column width was stored in a ZUP file.

Besides user personalization it’s also possible to use the ‘Configuration Mode’. Configuration Mode allows configuration for a NAV Profile. So after customizing a profile the changes will affect all users who are assigned to this profile. This ‘base layer’ of customizations could then be personalized by the user. But it’s also possible to prevent this so your users can’t personalize NAV. This way you could protect users from their selves and assure that all users of a certain profile see the same buttons, field etc. This could ease support tasks for example.

In order to work in configuration mode to customize a profile you need to specify the parameter -configure. Example:

"C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client\Microsoft.Dynamics.Nav.Client.exe" -configure

For more information you could also visit MSDN ‘How to: Open Microsoft Dynamics NAV in Configuration Mode

Another way to disable profile personalization for users: Go to: Departments/IT Management/RoleTailored Client/Profiles. Next, select the Disable Personalization checkbox for the profile you want to disable personalization.

Disable Personalization

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Author: Ibrahiem Rasoelbaks

I'm a Technical Consultant working at 4PS.

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