How to: Hide Page Elements for a Profile in the Microsoft Dynamics NAV SharePoint Client

To configure a page for the Microsoft Dynamics NAV SharePoint client, you use the Microsoft Dynamics NAV Windows client. You run the Microsoft Dynamics NAV Windows client in the configuration mode for a specific profile, and then customize the global version of the page that you want to change. The Microsoft Dynamics NAV SharePoint client only displays the global version of pages.

To access a global version of a page, you open the page in a task window that opens separately from the Role Center window. To open a page in a task window, you can either open the page from an action on another page or open the page directly at the command prompt as described in the following procedure. You should not configure a page when it is displayed in the Role Center window, which typically includes pages that you open from the navigation pane of the Microsoft Dynamics NAV Windows client.

To configure a page

1. Make yourself an owner of the profile that you want to configure.

   You can only run the Microsoft Dynamics NAV Windows client in configuration mode if you are owner of the profile. For information about how to make yourself a profile owner, see How to: Create a Profile.

2. Use the following steps to open the Microsoft Dynamics NAV Windows client in the configuration mode.

   1. On the computer that is running the Microsoft Dynamics NAV Windows client, at the command prompt, locate the root folder of the Microsoft Dynamics NAV Windows client. For example, type the following:

      cd C:\Program Files (X86)\Microsoft Dynamics NAV\70\RoleTailored Client
      

   2. Type one of the following commands.

      To	Type
      Open the Role Center in the Microsoft Dynamics NAV Windows client	Microsoft.Dynamics.Nav.Client.exe -configure -profile:"profileid"
      Open a specific page in the Microsoft Dynamics NAV Windows client	Microsoft.Dynamics.Nav.Client.exe -configure -profile:"profileid" "DynamicsNAV:////RunPage?Page=pageid"

      • Replace profileid with the name of the profile that you want to configure.

      • Replace pageid with the ID assigned to page in Microsoft Dynamics NAV.

      For example, to configure page 9305 for the Order Processor profile, use the following command:

      Microsoft.Dynamics.Nav.Client.exe -configure -profile:"Order Processor" "DynamicsNAV:////RunPage?Page=9305"
      

3. If you did not open the page directly at the command prompt, then locate the page that you want to configure. If the link to the page is in the navigation pane, then right-click the link and choose Open in New Window.

4. On the Application menu, choose Customize, and then select the elements that you want to configure.

5. Make the configuration changes.

   Note

   If the Microsoft Dynamics NAV SharePoint client is currently open in a browser, you will not see the changes to the page until a new connection to Microsoft Dynamics NAV is established. You can either restart the web server that the site is running on or wait until the connection to Microsoft Dynamics NAV times out, and then open the page again in the Microsoft Dynamics NAV SharePoint client.

See Also

Tasks

How to: Open the Microsoft Dynamics NAV Windows Client in Configuration Mode
How to: Configure a Role Center
How to: Disable or Enable Personalization

Concepts

Configuring Pages in the Microsoft Dynamics NAV SharePoint Client
Resetting Personalization and Configuration Settings
Displaying Pages in the Microsoft Dynamics NAV SharePoint Client by Using URLs
Developing for the Microsoft Dynamics NAV SharePoint Client

Other Resources

Configuration and Personalization Walkthroughs