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How to Add Shortcuts Menu in the RoleTailored Client

In the Microsoft Dynamics NAV 2009 R2 RoleTailored client environment the Shortcuts Menu feature, which was present in earlier versions of Dynamics NAV for Classic client, has not been added.

In Classic client it is actually possible to Create and Open Shortcut from this Menu.

I have then tried, in this blog, to mimic what Classic client does and developed a couple of pages and one table to let users achieve a similar functionality for RoleTailored client. The text object in this blog contains:

  1. Table 50300 “Shortcut”
  2. Page 50300 “Shortcut List”
  3. Page 50301 “Create Shortcut Worksheet”

The first task is to add Page 50300 “Shortcut List” to a Department MenuSuite like in the below example:

Secondarily it is needed to customize Navigation Pane using RoleTailored client in order to add a new Menu called, for example, “Shortcuts” with Page 50300 “Shortcut List” added to it.

This could be done manually

http://blogs.msdn.com/b/nav/archive/2011/03/30/nav-2009-tips-and-tricks-personalize-the-departments-menu.aspx

or configuring that for a profile

http://msdn.microsoft.com/en-us/library/dd301231.aspx

Once you have fulfilled those 2 steps then your users may be good to go to Create and Open shortcuts in a similar way as it was and as it is actually for Classic client.

These postings are provided “AS IS” with no warranties and confer no rights. You assume all risk for your use.

Duilio Tacconi (dtacconi)

Microsoft
Dynamics Italy

Microsoft Customer Service and Support (CSS) EMEA

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