User Experience Settings – Madeira

Based on the needs of your company you can change the way all your employees experience Project “Madeira”.

Open the Company Information Page:



In the Company Information window, you can set the application experience that your users will have on User Experience FastTab as shown in the following screen:



The following table describes the impact of the experience setting:

Experience setting	Description
Basic	This is the setting to choose if you only want the bare essentials to do the bookkeeping for a smaller company. You’ll have sales quotes, order, invoices and purchase invoices for your business transactions with customers and vendors, and journals to do the finance. You’ll be able to use Project "Madeira" as your business inbox in Outlook, and you can also use services such as PayPal and Yodlee.
Basic + Relationship Management	This is the default setting for the demonstration version. It has the essential features (Basic) for you to get an idea of how Project “Madeira” works – you can do bookkeeping for a smaller company as well as doing common tasks in customer relationship management.
Suite	This is Project “Madeira” in full. You’ll have all the features offered in Project “Madeira”, in addition to Basic + Relationship Management you will get the following features: Multiple Currencies Dimensions Workflows (incl. Document Approvals) Budgets OCR service (Incoming Documents) Deferrals Recurring Journals Electronic Documents Analysis reports (G/L, Sales, Purchase, Items)

Will come up with more details in my upcoming posts.

Till Then keep exploring and Learning.

 

Record Permissions and Apply Permissions Sets to User Groups in Navision 2016

Administrators can record new permission sets in Microsoft Dynamics NAV 2016.

Recording permissions is based on the code coverage functionality.

You can access the various windows and activities in the Microsoft Dynamics NAV Windows client or the Microsoft Dynamics NAV Web client that you want users with this permission set to access.

You must carry out the tasks that you want to record permissions for. Then, you can apply the new permission set to a group of users.

A user group is a combination of roles and users. If you want to change permissions for the user group, the changes are automatically applied to the users who are members of the group.

To help you manage permissions in Microsoft Dynamics NAV for your company, you can set up one or more user groups, add permissions sets to the groups, and then add users to the groups. You can add more than one permission set to a user group.

In the User Groups window, you can set up user groups, add and remove permissions, and you can apply changes to all or specific user groups.









If the default permission sets that are provided with Microsoft Dynamics NAV are not sufficient or not appropriate for your organization, then you can create new permission sets. If the individual object permissions that define a permission set are not adequate, then you can modify a permission set.

You can create a permission set manually, or you can record permissions by navigating in the application.





This starts a recording process that is based on the code coverage functionality in Microsoft Dynamics NAV. You can now access the various windows and activities in the Microsoft Dynamics NAV Windows client or the Microsoft Dynamics NAV Web client that you want users with this permission set to access. You must carry out the tasks that you want to record permissions for.

When you want to finish the recording, return to the Permissions window, and then, on the Actions tab, choose Stop.

Choose Yes to add the recorded permissions to the new permission set, or choose No to cancel.

If you choose Yes, the objects that you accessed are added to the window. In Microsoft Dynamics NAV 2016, only the objects are recorded, so you must specify if users must be able to insert, modify, or delete records in the recorded tables.