Microsoft Dynamics NAV Employee Portal Demo Script by v5rXH5

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Demo Script
EMPLOYEE PORTAL FOR MICROSOFT DYNAMICS NAV




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TABLE OF CONTENTS
   Introduction .................................................................................................................................................. 3
      Scenario #1 .............................................................................................................................................. 3
      Scenario #2 .............................................................................................................................................. 3
   Preparation for Demonstrating Scenario #1 .............................................................................................. 4
      1 Creating the Default Web Page in SharePoint .................................................................................... 4
      2 Modifying the Default Web page in SharePoint ................................................................................12
      3 Setting up the Search Function for the Customer Table ..................................................................14
   Demo Script Story # 1 ...............................................................................................................................20
      Demo Script Scenario #1 ......................................................................................................................20
      #1 How do I access and modify data in Microsoft Dynamics NAV using Employee Portal? .............21
      #2 How do I make a new Web page with access to Microsoft Dynamics NAV? ................................26
      #2.1 How do I set up the Web page in Microsoft Dynamics NAV? .....................................................26
      #2.2 How do I set up the Web page in SharePoint? ............................................................................33
      #2.3 How do I connect different Web Parts together in Microsoft Dynamics NAV? ..........................37
      #2.4 How do I connect different Web Parts together in SharePoint? ................................................40
      #3 How do I limit the access to data for a group (using filters)? ........................................................41
      #4 How do I browse the new Web page? .............................................................................................43
      #5 How do I show reports from a Web page? ......................................................................................44
   Demo Script Story # 2 ...............................................................................................................................47
      Demo Script Scenario #2 ......................................................................................................................47
      #1 How do I make a template?.............................................................................................................48
      #1.1 How do I make a List Web Part template? ..................................................................................48
      #1.2 How do I make a Card Web Part template? ................................................................................53
      #1.3 How do I make a Header + Line Web Part template? ................................................................57
      #2 How do I make a new Web page in Microsoft Dynamics NAV using templates? .........................63
      #3 How do I make a new Web page in SharePoint? ...........................................................................66
      #4 How do I connect different Web Parts in Microsoft Dynamics NAV? ............................................72
      #5 How do I connect different Web Parts in SharePoint? ...................................................................77
      #6 How do I browse the new Web page? .............................................................................................80




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INTRODUCTION
The aim of this demo script is to present Employee Portal and its main functionality, which is to share
and modify information directly from the Microsoft DynamicsTM NAV*, in Microsoft SharePoint.

Employee Portal enables employees to easily work with Microsoft Dynamics NAV without having
knowledge of the program itself. Employees do not need to be set up as Microsoft Dynamics NAV users
in order to use this feature, and all they need to know is how to work with an Internet browser (such as
Internet Explorer, Netscape, etc.). The Employee Portal makes information from Microsoft Dynamics
NAV available on the intranet, and employees will be able to:
           Get real-time access to relevant business information, such as customer data, and reports
            from Microsoft Dynamics NAV.
           Modify and update relevant data, which is then immediately updated in Microsoft Dynamics
            NAV.

This document contains two main scenarios that cover the functionality and features of Employee
Portal for Microsoft Dynamics NAV, and it describes the preparation that needs to be done before
demonstrating the scenarios.

Scenario #1
            The first scenario explains how Employee Portal can help employees access the company’s
            database via Microsoft SharePoint. The scenario also contains basic instructions on how to
            customize this feature for individual customer functions such as templates, groups, and data
            filtering for groups. This scenario also illustrates how to use the search function, and how to
            show reports from a Web page.

Scenario #2
            The second scenario illustrates how to make a customized Web page in SharePoint by making
            new Web Part Templates. The demo script demonstrates how to make List, Card, and Header +
            Line templates in Microsoft Dynamics NAV; how to make a Web page (in both Microsoft
            Dynamics NAV and SharePoint); and how to connect different components in Microsoft
            Dynamics NAV and SharePoint.
The employee names referred to in the demo script story can be changed and do not appear directly in
any screen shots. Any similarity to real people, places, or things is coincidental.
Note: It is highly recommended that you go through the demo script prior to the presentation. Notice
that the screen shots in the scenarios only show the critical steps.




*   Microsoft Dynamics NAV, formerly Microsoft® Business Solutions–Navision®



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PREPARATION FOR DEMONSTRATING SCENARIO #1
This demo script uses the demo data for Employee Portal for Microsoft Dynamics NAV, with some minor
changes. In order to follow the demo script, you need to have Microsoft Dynamics NAV and Employee
Portal installed on your computer. You also need to install the demo data for Employee Portal, including
the default Web page in SharePoint. If you cannot, or have not, installed the default Web page, follow
the instructions described in Creating the Default Web Page in SharePoint.
For help installing the required applications and features, refer to Installation & System Management
for Employee Portal in Microsoft Dynamics NAV .
Because it can take a long time to open the default Web page in SharePoint, it is an advantage to have
it open prior to the presentation. Note that the Web page will not work properly if it is idle for a long time
(due to the expired session). In order to fix the problem, you need to close and open the Web page
again in SharePoint.
 Before demonstrating scenario 1, you must do the following:
     1. Create the default Web Page in SharePoint
     2. Modify the default Web page in SharePoint
     3. Set up the search function for the Customer table



1 Creating the Default Web Page in SharePoint
This section explains how to make the default Web page in SharePoint.
Note: If your demo data already contains the default Web page in SharePoint, you can go directly to Modifying the
default Web page in SharePoint.
What to do                             Screen shots
1. Open SharePoint. On the top
   link bar, click Create.




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2. Under Web Pages, click Web
   Part Page.




3. In the Name field, type
   Default. Under Choose a
   Layout Template, select
   Header, Footer, 3 Columns.
   Click Create.




4. Click Virtual Server Gallery
   (circled in the screen shot)
   and drag the List Web Part to
   the middle column. Drag the
   Card Web Part to underneath
   the List Web Part.




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5. Drag the List Web Part from
   the Virtual Server Gallery
   again, this time to the right
   column. Drag the Header −
   Line Web Part to underneath
   the List Web Part in the right
   column (circled in the screen
   shot).




6. In the middle column, click the
   Web Part Menu (the arrow) for
   the List Web Part and select
   Modify Shared Web Part.




7. In the Group field, select Sales
   and in the Web Part Request
   field, select Customer List.
   Click OK. A list of customers
   appears on the Web page.




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8. On the upper–right side of the
   window, click Modify Shared
   Page, Design this Page.




9. In the middle column, click the
   Web Part Menu (the arrow) for
   the Card Web Part and select
   Modify Shared Web Part.




10. In the Group field, select Sales
    and in the Web Part Request
    field, select Customer Card.
    Click OK.




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11. In the right column, click the
    Web Part Menu (the arrow) for
    the List Web Part and select
    Modify Shared Web Part.




12. In the Group field, select Sales
    and in the Web Part Request
    field, select Sales Order List.
    Select the No initial request
    check box and click OK.




13. In the right column, click the
    Web Part Menu (the arrow) for
    the Header−Line Web Part
    and select Modify Shared Web
    Part.




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14. In the Group field, select Sales
    and in the Web Part Request
    field, select Sales Order Card.
    Select the No initial request
    check box and click OK.




15. To connect the Customer List
    to the Customer Card, in the
    middle column, click the Web
    Part Menu (the arrow) for the
    List Web Part and select
    Connections, Provide
    Parameters To, Card Web Part
    for Employee Portal for
    Microsoft Dynamics NAV.




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In the right column, click the Web
Part Menu (the arrow) for the List
Web Part, and select Connections,
Consume Parameters From, Card
Web Part for Employee Portal for
Microsoft Dynamics NAV.




16. In the right column, click the
    Web Part Menu (the arrow) for
    the List Web Part, and select
    Connections, Provide
    Parameters To, Header-Line
    Web Part for Employee Portal
    for Microsoft Dynamics NAV.




17. In the top–right corner, click
    Modify Shared Page and
    select Design this Page.
Note: Do not close this window.




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2 Modifying the Default Web page in SharePoint
This section explains how to modify the default Web page that is contained in the Employee Portal demo data.
Note: If you have made the default Web page yourself, you can go directly to setting up the search function for the
Customer table.
What to do                          Screen shots
1. Open the default Web page
   in SharePoint.
 Note: Switch to the default Web
 page if you already have it
 open.


2. In the top–right corner, click
   Modify Shared Page and
   select Design this Page.




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3. Drag the Customer List from
   the right column to the left
   column, above the
   Customer Card (circled).




4. Drag the Sales Order Card
   to the right column, beneath
   the Sales Order List
   (circled).




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 3 Setting up the Search Function for the Customer Table
     To demonstrate the search function for Employee Portal users, you need to:
        i.     Define the search configurations
        ii.    Assign the search configurations to users in Microsoft Dynamics NAV
        iii.   Add the Search Web Part to the default Web page
What to do                              Screen shots
i. Defining the search configurations for tables
You must define the search configurations for tables to make them available for users to search in. A search
configuration defines what fields the user can search on and what fields will be shown as the search results.
1. In Microsoft Dynamics NAV,
   click Administration,
   Application Setup, Employee
   Portal, Search Tables. This
   opens the EP Search Table
   List window.




2. Press F3 to add a new search
   configuration.




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3. In the Table No. field, type 18
   (the code for the Customer
   Table). Click Configuration,
   Search Fields. The EP Search
   Field List window appears.




4. In the Field No. field, type 1 in
   the first row and 2 in the
   second row. This makes the
   No. and Name properties
   available for search. Close the
   EP Search Field List window.




5. Click Configuration, Display
   Fields.




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6. In the Field No. field, type 1 in
   the first row. In the second
   row, type 2 and immediately
   select Field 2 in the Display
   Field field.
Note: after typing 2, you must click
the Display Field and select Field 2
(circled) immediately afterwards.
Clicking elsewhere will result in an
error message in Microsoft
Dynamics NAV.
     In the Field No. field, in the
     third row, type 5. Click the
     Display Field field (in the third
     row) and select Field 3.
These settings make the
customer’s number, name, and
address shown as search results
on the Web page. Close all
windows in Microsoft Dynamics
NAV.




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ii. Assigning a user to a search function

Because the search function is user-based in Employee Portal, you need to assign users to it.
7. In Microsoft Dynamics NAV,
   click Administration,
   Application Setup, Employee
   Portal, Users. This opens the
   EP User List window.




8. Click User, Search
   Configuration.




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9. In the Table No. field, type 18.
   In the Group Code field, select
   Sales and in the WP Request
   Code field, select Customer
   Card. In the Target Link field,
   type the link to the default
   Web page in SharePoint.
Note: You can copy the link to the
default Web page and paste it in
this field by:
   i.     Opening the Web page in
          SharePoint.
   ii.    Copying the link in the
          address bar.
   iii.    Pasting it to the Target
          Link field in Microsoft
          Dynamics NAV.
Close all windows in Microsoft
Dynamics NAV.


iii. Adding the Search Web Part to the default Web page
Now you are ready to add the Search Web Part to the Microsoft Dynamics NAV default Web page.
10. Switch to SharePoint. In the
    top–right corner, click Modify
    Shared Page and select Add
    Web Parts, Browse.




11. From the Virtual Server Gallery
    in the right pane, drag Search
    Web Part to between the
    Customer List and the
    Customer Card (as shown in
    the screen shot).




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12. In the Search Web Part for
    Employee Portal for Microsoft
    Dynamics NAV, click the Web
    Part Menu (the arrow) and
    select Modify Shared Web
    Part.




13. In the Table field, select
    Customer and click OK.




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DEMO SCRIPT STORY # 1
The story of this demo script is about using Employee Portal to share and modify data in the company’s
database, via Microsoft SharePoint.
The demo companies used in the demo script are:
         CRONUS International Ltd (Vendor) with the following personas:
               -          Kevin Kennedy, the sales manager in CRONUS International Ltd
               -          Sean, a super user in this company who is, in this case, responsible for setting
                          up Employee Portal for Microsoft Dynamics NAV
               -          Susan, a sales processor in the company
         Customers:
               -          The Cannon Group PLC, with Alicia as a purchasing agent in this company
               -          Autohaus Mielberg KG, with Inga as the purchasing manager in the company


Susan demonstrates how Employee Portal can be practically used to access the company’s database
and modify data in it in Microsoft SharePoint. Using her Web page in SharePoint, Susan helps Alicia
over the phone to add a new item to one of her previous orders.
Next, Kevin decides to expand the group of sales reps and divide them into two subgroups: the National
and the International Group. He asks Sean to make a new Web page for the International group. Sean
illustrates how easy it is to make a new Web page with Employee Portal in the background. He also
shows how to customize the look of the Web page (that is, the number of records shown per page, and
so on), and the information that the customer wants to show on the Web page.
Finally, Susan helps Inga, who has requested an order confirmation for her company, Autohaus
Mielberg KG. Susan finds this customer in the company’s database using the search function on her
Web page. She then makes a report on the orders for Autohaus Mielberg KG and sends it to Inga.

Demo Script Scenario #1
The demo script contains detailed information on how to use Employee Portal to share and modify
information in Microsoft Dynamics NAV on a Web page. The demo script scenario contains the following
sections:
  1. How do I access and modify data in Microsoft Dynamics NAV using Employee Portal?
  2. How do I make a new Web page with access to Microsoft Dynamics NAV?
     2.1. How do I set up the Web page in Microsoft Dynamics NAV?
     2.2. How do I set up the Web page in SharePoint?
     2.3. How do I connect the Web Parts in Microsoft Dynamics NAV?
     2.4. How do I connect the Web Parts in SharePoint?
  3. How do I limit the access to data for a group (using filters)?
  4. How do I browse the new Web page?
  5. How do I show reports from a Web page?




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#1 How do I access and modify data in Microsoft Dynamics NAV using Employee Portal?
The sales reps in CRONUS International Ltd have a Web page in SharePoint that gives them access to the critical data
in the company’s database. In this section, Susan, who is an order processor in the company, demonstrates what she
can do using her Web page with Employee Portal in the background.
The scenario shows briefly how to access and modify customer data, such as sales orders, in Microsoft Dynamics NAV,
from the Intranet.
What to do                What to say                Screen shots
1. Open the               Susan receives a phone
   default Web            call from Alicia, a
   page in                purchasing agent at The
   SharePoint.            Cannon Group PLC.
                          Alicia wants to add a
Note: switch to the
                          new item (a bicycle) to
Web page if you
                          one of her orders.
already have it
open.                     Susan browses her Web
                          page in SharePoint and
     On the
                          finds the customer’s
     Customer List,
                          name, The Cannon
     click the Card
                          Group PLC, from the list
     link for The
                          of customers.
     Cannon Group
     PLC (circled).       She chooses to see the
                          detailed information
                          about this customer on
                          the Customer Card.



2. On the                 Susan looks at the
   Customer Card,         customer’s order list in
   click Sales            the Sales Order List.
   Orders.




3. Click Card for         There are four orders on
   the first item on      the list. Alicia has
   the Sales Order        explained that the order
   List (item no.         that she wants to
   2001).                 change is number 2001.
                          In order to modify this
                          order, Susan needs to
                          open it on the Sales
                          Order Card.




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4. On the Sales           This card is a header +
   Order Card,            line format, which
   click Insert           means that it contains
   Line.                  general order
                          information in the
                          header part and detailed
                          information about the
                          ordered items in the line
                          part.
                          As Susan can see, The
                          Cannon Group PLC has
                          ordered four manuals for
                          loudspeakers in order
                          no. 2001.
                          Now, Alicia wants to add
                          a bicycle to this order, so
                          Susan simply adds a
                          new item.




5. On the new line        (Blank)
   that appears on
   the item list,
   click Set to
   Modify.




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6. In the Type            (Blank)
   field, select
   Item, and click
   the lookup
   arrow for a list
   of item
   numbers.




7. Select 1000,           She specifies that the
   Bicycle, from          ordered item is a
   the list.              bicycle…




8. In the Quantity        …and that the customer
   field, Type 1          has ordered one item.
   and leave the          Finally, she saves the
   Unit Price field       order.
   as 4,000.00.
   Click Save to
   save this item
   (circled).




9. Point out that         As we can see, the new
   the Bicycle is         Bicycle item appears on
   now on the list        the order list on the Web
   (circled).             page.




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10. Switch to             To make sure that the
    Microsoft             new order is saved in the
    Dynamics NAV          company’s database, we
    to show the           can look at the order list
    order list for        for The Cannon Group
    The Cannon            PLC in Microsoft
    Group PLC.            Dynamics NAV.
     In Microsoft
     Dynamics NAV,
     click Sales and
     Marketing
     (circled),Sales,
     Customers.
     The Cannon
     Group PLC
     customer card
     appears.
Note: If The Cannon
Group PLC does not
appear on the
Customer Card
click Customer,
List, and select
number 1000, The
Cannon Group PLC
from the list.




11. Click Sales           (Blank)
    (circled),
    Orders. The
    Sales Order
    card appears.




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12. On the Sales          (Blank)
    Order card,
    click Order, List
    (circled).




13. Select number         (Blank)
    2001 from the
    list and click
    OK.




14. Point out the         As we can see, the new
    Bicycle item on       order is now saved in the
    the list of           database.
    orders
    (highlighted).




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#2 How do I make a new Web page with access to Microsoft Dynamics NAV?
This section is divided into the following four subsections explaining how to set up a Web page in Microsoft
Dynamics NAV and in SharePoint, and how to connect the Web Parts in Microsoft Dynamics NAV and SharePoint.

#2.1 How do I set up the Web page in Microsoft Dynamics NAV?
Kevin Kennedy, the sales manager in CRONUS International Ltd, wants to expand the group of sales reps and
divide them into two subgroups: the National and the International group. He asks Sean to makes a new Web page
for the international sales reps.
Sean begins the process by setting up the Web page in Microsoft Dynamics NAV.
What to do                What to say               Screen shots
1. Switch to              In the Employee Portal
   Microsoft              Group Card, Sean
   Dynamics NAV           creates a new group
   and close all          called International
   open windows.          Group and chooses
                          English as the language
     Click
                          for this group.
     Administration,
     Application
     Setup,
     Employee
     Portal, Group.
     The EP Group
     Card appears.
     Click the Code
     field (circled)
     and press F3 to
     make a new
     group. In the
     Code field, type
     International,
     and in the
     Description
     field, type
     International
     Group.
     In the
     Language ID
     field, click the
     AssistButton
     (the arrow) and
     select English
     (United States).
     Click OK.




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2. In the Caption         He also makes a caption
   field (circled),       for this group with
   click the              English as the language,
   AssistButton.          and calls it International
   Click Caption,         Group.
   Create New.
                          The reason for defining a
   Select English
                          language for groups and
   as the language
                          captions is because of
   and click OK.
                          the Multilanguage
                          functionality of Employee
                          Portal.
                          Note: Explain that
                          Employee Portal is
                          Multilanguage enabled
                          like the rest of Microsoft
                          Dynamics NAV. This
                          means that a localized
                          version of Microsoft
                          Dynamics NAV can be
                          used in different
                          languages in your Web
                          Parts.


3. In the Caption
                          The Multilanguage
   field, type
                          features make it
   International          possible to display the
   Group and click
                          text boxes and captions
   OK.                    for command buttons
                          and menus in several
                          languages.
                          In Employee Portal, you
                          can set up
                          Multilanguage definition
                          for Groups, Web Part
                          Requests, Tabs, Actions,
                          and EP Setup.
                           For more information
                          search for Multilanguage
                          in Microsoft Dynamics
                          NAV Help.




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4. In the EP Group        Sean then adds the
   Card, in the           Customer Card…
   Code column,
   click in the first
   field (circled),
   and then click
   the
   AssistButton in
   the field. Select
   Customer Card
   from the list
   and click OK.




5. Click in the           …and Customer List
   second row in          templates to this group.
   the EP Group           This helps the sales reps
   Card, click the        in the international
   AssistButton           group view and modify
   and select             detailed information
   Customer List          about the customers on
   from the list.         the Web page.
   Click OK.




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6. Select the             As a default, the list
   Customer List          template has 10 records
   item (circled)         on a Web page,
   and then click         beginning from the first
   Web Part               item of the list.
   Request, Card.




7. In the No. of          Sean changes this
   Records Shown          setting for the
   field, change          international group to 5
   the value from         records per page.
   10 to 5
   (circled).




8. In the EP Web          He then adds the
   Part Request           Country Code field to the
   Card, click            Customer List.
   Table, Card. In
   the new
   Window, click
   Tab, Card. In
   the EP WP
   Table Tab Card,
   in a new row, in
   the Field No.
   field, type 35
   (circled) and
   press Enter.




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9. Close all the          In the same way as the
   windows except         Customer List, Sean
   the                    adds the Country Code
   International -        field to the Customer
   EP Group Card.         Card.




10. In the                (Blank)
    International -
    EP Group Card,
    in the lines,
    select the
    Customer Card
    (circled). Click
    Web Part
    Request, Card.




11. In the new            (Blank)
    window, click
    Table, Card.




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12. In the new            (Blank)
    window, in the
    lines, select
    General
    (circled). Click
    Tab, Card.




13. In an empty           (Blank)
    row, in the Field
    No. field, type
    35 and press
    Enter. Close all
    windows.




14. In Microsoft          Finally, Sean assigns the
    Dynamics NAV,         international group to
    click                 the users using this
    Administration,       group.
    Application
    Setup,
    Employee
    Portal, Users.
    This opens the
    EP User List
    window. Click
    User, Groups
    (circled).




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15. In a new row,         (Blank)
    click the
    AssistButton
    (the arrow),
    select
    International
    Group and click
    OK.
     Close all
     windows in
     Microsoft
     Dynamics NAV.

Note
The following sections demonstrate how you can expand and customize Web Part groups in Employee Portal.
Templates, together with the filtering function, make it possible to create similar Web pages and give employees
using these Web pages access to only the required data in the company’s database.




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#2.2 How do I set up the Web page in SharePoint?
Next, Sean has to make a new Web page in SharePoint and add the necessary List and Card Web Parts to the
Web page.
What to do                What to say                 Screen shots
1. Open                   To access the list and
   SharePoint and         card Web Parts from the
   on the menu            intranet, Sean needs to
   bar, click             create a new Web page
   Create.                in SharePoint and add
                          the desired List and
                          Card Web Parts to it.




2. Under Web              (Blank)
   Pages, click
   Web Part Page.




3. In the Name            Sean creates a new Web
   field, type            Part Page called
   International          International Group, and
   Group. Under           chooses the standard
   Choose a               layout for this Web page.
   Layout
   Template, leave
   the selection as
   Header, Footer,
   3 Columns.
   Click Create.




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4. Click Virtual          From the Virtual Server
   Server Gallery         Gallery, he drags a List
   (circled in the        Web Part to the Web
   screenshot)            page.
   and drag the
   List Web Part to
   the middle
   column.




5. Click the Web          (Blank)
   Part Menu (the
   arrow) for the
   List Web Part
   for Employee
   Portal for
   Microsoft
   Dynamics NAV,
   and select
   Modify Shared
   Web Part.


6. In the Group           He specifies that the
   field, in the          Web Part belongs to the
   right pane,            international group and
   select                 shows the Customer List
   International          in the Web page.
   Group.
     Then in the
     Web Part
     Request field,
     select
     Customer List
     and click OK.
A list of customers
appears on the
Web page.




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7. In the top–right       (Blank)
   corner, click
   Modify Shared
   Page and select
   Add Web Parts,
   Browse.




8. From the               Sean also adds a Card
   Virtual Server         Web Part to the Web
   Gallery, drag          page.
   the Card Web
   Part to beneath
   the List Web
   Part in the
   middle column.




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9. Click the Web          (Blank)
   Part Menu (the
   arrow) for this
   Web Part and
   select Modify
   Shared Web
   Part.




10. In the Group          He specifies that this
    field, select         Web Part belongs to the
    International         international group, and
    Group and in          shows the Customer
    the Web Part          Card on the Web page.
    Request field,
                          To make the page clear,
    select
                          he decides that this Card
    Customer Card.
                          should not show any
    Select the No
                          customer data as
    initial request
                          default.
    check box and
    click OK.
Note: Do not close
this Web page.




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#2.3 How do I connect different Web Parts together in Microsoft Dynamics NAV?
The International Web Part group is now made both in Employee Portal and SharePoint. The next stage is to
connect the different components in these two applications.
What to do                      What to say            Screen shots
1. Switch to Microsoft          Since Sean wants the
   Dynamics NAV and             Customer Card to
   close all windows.           show information on
   Open the                     a customer chosen
   International - EP           from the Customer
   Group Card in the            List, he needs to
   following way:               connect these two
                                Web Parts together
     Click
                                in Microsoft
     Administration,
                                Dynamics NAV and in
     Application Setup,
                                afterwards in
     Employee Portal,
                                SharePoint.
     Group, and then
     click EP Group, List
     (circled). Select the
     International
     Group from the list
     and click OK.


2. Select Customer              Setting up the
   List in the lines            connections between
   (highlighted) and            these components is
   click Web Part               pretty fast and
   Request, Card.               straightforward.




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3. In the new window,           (Blank)
   click Table, Card.




4. In the new window,           (Blank)
   click Table, Actions.




5. In the Type Field,           In Microsoft
   select Connect to            Dynamics NAV, Sean
   another EB                   begins making a
   Request. In the              connection for the
   Target WP Request            Customer List. In the
   field, select Other.         Type field, he selects
   In the Code field,           Connect to another
   select Customer              Web Part, and in the
   Card. In the Target          Target WP Request
   Table No. field,             field he selects
   type 18.                     Other. In the Code
                                field, which is the
     Click the
                                component that the
     AssistButton in the
                                Customer List will
     Caption field (the
                                connect to, he
     last field).
                                selects
                                CUSTOMERCARD.
                                In the Target Table
                                No. field, Sean
                                selects 18, the
                                Customer table
                                number.

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6. Select Card and              Sean selects the
   click OK.                    Card caption for the
                                connection. This
                                caption will appear
                                as a link for each
                                customer, and
                                clicking on the link
                                will open the
                                Customer Card for
                                the chosen
                                customer.




7. In the EP WP Table           (Blank)
   Action List window,
   select the first line,
   and then click
   Action, Connection
   between WP
   Requests, Fields.



8. In the EP WP Action          To complete the
   Filter Field List            connection in
   window, in both the          Microsoft Dynamics
   Source Field field           NAV, Sean specifies
   and the Target               that the customer
   Field field (circled)        number chosen from
   type 1. Close this           the Customer List
   Window.                      should be equal to
                                the customer number
Close all windows in
                                in the Customer
Microsoft Dynamics
                                Card.
NAV.




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#2.4 How do I connect different Web Parts together in SharePoint?
In this section, Sean connects the different Web Parts in SharePoint.
1. Switch to the                The final step to
   International Group          make the Web pages
   Web page you                 ready is to make the
   made in                      connection between
   SharePoint, and in           lists and cards in
   the top–right                SharePoint.
   corner of the
   window, click
   Modify Shared
   Page, Design this
   Page.




2. Click the Web Part           All that Sean needs
   Menu (the arrow)             to do is to specify
   for the Customer             that the Customer
   Card Web Part and            Card consumes
   select Connections,          information from the
   Consume                      Customer List.
   Parameters From,
   List Web Part for
   Employee Portal for
   Microsoft
   Dynamics NAV.


3. In the top–right             (Blank)
   corner, click Modify
   Shared Page,
   Design this Page.




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#3 How do I limit the access to data for a group (using filters)?
Sean has so far made a new Web page for the international sales group, but the data this group can access is the
same as for the original sales group. Now he has to make only international customers visible on the
International Group’s Web page (using the filtering function).
What to do                 What to say               Screen shots
1. Switch to               Sean needs to limit the
   Microsoft               accessible data for the
   Dynamics NAV.           international group so
   Click                   that they can only see
   Administration,         information about
   Application             international customers
   Setup, Employee         on their Web page.
   Portal, Groups.
   The
   International- EP
   Group Card
   appears.
Note: If the
INTERNATIONAL- EP
Group Card does not
appear, you need to
click in the Code
field, and press F5
to see the list of
groups. Select
International Group
from the list and
click OK.
     Select Customer
     List (highlighted)
     and Click Web
     Part Request,
     Card.


2. In the new              (Blank)
   window click
   Table, Card.




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3. In the new              (Blank)
   window, click
   Table,
   Standardfilter,
   Fields.




4. In the Filter Field     Sean specifies that only
   No. field, type         customers with country
   35. In the Filter       codes other than GB (all
   Field Value field,      foreign customers)
   type <>GB.              should be available on
                           the Customer List in the
                           international group.
     Press Enter.




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#4 How do I browse the new Web page?
In this section, Sean connects the different Web Parts together in SharePoint.
1. Switch to the Web            Sean has now
   page for the                 created a Web page
   international                for the international
   group, and press             group, with a
   CTRL + F5 to make            Customer Card and a
   sure the Web page            Customer List. The
   is updated.                  Customer List on this
                                Web page contains
                                five records per
     Point out the              page. It also shows
     Customer List on           an extra County Code
     the International          column, and as we
     Web page. Also             can see, only the
     point out the              international
     Country Code field         customers are shown
     on the list.               in the list.




2. Show the                     The Customer Card
   connection                   and List are
   between the card             connected together
   and the list by              on this Web page
   clicking on the              and by clicking on
   Card link for                the Card link, Sean
   Spotsmeyer's                 can view detailed
   Furnishings (or              information about a
   another customer             customer on the
   of your own                  Customer Card.
   choice).


     If you want, you
     can browse the
     Customer Card
     and show the
     contents of other
     tabs.




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#5 How do I show reports from a Web page?
Inga is the purchasing manager at Autohaus Mielberg KG. She calls Susan and requests a confirmation of the
order she has placed on October 21, 2001 .
Like in Microsoft Dynamics NAV, Susan can create a report on the customer’s order status from her Web page,
and sends it to the customer by mail.
What to do                  What to say              Screen shots
1. Close and open           Inga, the purchasing
   the default Web          manager at Autohaus
   page for the Sales       Mielberg KG, calls
   Group. (Not the          Susan and asks her
   Web page for the         for a confirmation of
   International            the order she has
   Group).                  placed on October 21,
                            2001.
Note: If you have
made the default            Susan looks at the
Web page yourself,          Customer List on her
you can access it by        Web page, but
opening SharePoint,         because she cannot
clicking Documents          find the customer on
and Lists from the top      the first page of the
link bar, and selecting     list, she searches for
the Default Web page        the customer in the
from the list.              company’s database.
     In the Search
     field, type Auto*
     and then click the
     arrow for the
     Search Web Part
     (circled).
Note: The search
function is case
sensitive and you
must remember the
asterisk (*). To start
the search you need
to click the arrow for
the Search Web Part
(circled). Pressing
Enter does not
necessarily run the
search function.




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2. In the list of           (Blank)
   search results,
   click 49633663,
   Autohaus
   Mielberg KG.




3. On the Customer          After finding Autohaus
   Card, click Sales        Mielberg KG, Susan
   Orders.                  opens the Customer
                            Card and looks at the
                            orders for this
                            customer on the Sales
                            Order Card.




4. Click Card for the       Susan opens the order
   first item (item         placed on October 21,
   no. 6003) on the         2001 on the Sales
   Sales Order List         Order Header + Line.
   (circled). The
   Sales Order Card
   shows detailed
   information about
   this order.




5. Click Preview            She then creates a
   Order                    report on the
   Confirmation on          customer’s order
   the Sales Order          status by simply
   Card (circled).          clicking Preview Order
                            Confirmation.




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6. A new window             She can now print this
   with an order            confirmation and send
   confirmation             it to the customer by
   report appears           mail.
   (see the
   screenshot).




Note
In conclusion, you can explain that this scenario mainly demonstrated how Employee Portal helps users access
and modify data, such as customers’ orders, from a Web page in SharePoint.
It also illustrated how easy it is to build up and customize a Web page in SharePoint with access to Microsoft
Dynamics NAV. Exciting functions within Employee Portal, such as the search function and the possibility to show
reports from a Web page have also been mentioned in this scenario.




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DEMO SCRIPT STORY # 2
The second scenario explains how to make new List, Card, and Header +Line templates and use them
for making customized Web pages in SharePoint. It also explains how to make a Web page in
SharePoint and how to connect different components in both Microsoft Dynamics NAV and SharePoint.
The scenarios about how to use the templates and how to make new Web pages are almost the same
as for Scenario # 1.
The demo company used in the demo script is CRONUS International Ltd with:
         Kevin Kennedy, the sales manager
         Sean, a super user in this company who is, in this case, responsible for setting up Employee
          Portal for Microsoft Dynamics NAV.
         Alicia, the purchasing agent in the company
In this scenario, Sean starts making List, Card, and Header + Line templates. He then sets up a new
Web page in Microsoft Dynamics NAV and SharePoint, and connects the Web Parts together in both
applications.
Alicia shows how to use the new Web page to see information on the vendors in Microsoft Dynamics
NAV.

Demo Script Scenario #2
The following sections are demonstrated in the demo script:
Note: Because it may take a long time to open SharePoint, it is an advantage to have it open prior to
the presentation. Notice that the Web pages in SharePoint will not work properly if they are idle for a
long time (due to the expired session). In order to fix the problem, you need to close and open the Web
pages again.
  1. How do I make a template?
     1.1. How do I make a List Web Part template?
     1.2. How do I make a Card Web Part template?
     1.3. How do I make a Header + Line Web Part template?
  2. How do I make a new Web page in Microsoft Dynamics NAV using templates?
  3. How do I make a new Web page in SharePoint?
  4. How do I connect different Web Parts in Microsoft Dynamics NAV?
  5. How do I connect different Web Parts in SharePoint?
  6. How do I browse the new Web page?




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#1 How do I make a template?
This section is divided into the following three subsections that describe how to make a List Web Part template, a Card
Web Part template, and a Header + Line Web Part template.

#1.1 How do I make a List Web Part template?
The purchasing agents in the company need to have a Web page in SharePoint with access to the vendor’s data in the
company’s database. To make such a Web page, Sean starts making new Web Part templates and later on applies
these templates to make a new Web page in SharePoint. This section explains how you can make a new List Web Part
template.
What to do                  What to say               Screen shots
1. In Microsoft             In Employee Portal,
   Dynamics NAV,            Sean starts making a
   click                    new Web Part
   Administration,          template called
   Application              Purchase Order List.
   Setup, Employee          He can later use this
   Portal, Web Part         template to create
   Request                  several Web Parts and
   Template.                grant the employees
                            using these Web Parts
     Click in the Code
                            access to the data he
     field and press
                            adds to this template.
     F3 to make a new
     template.




2. In the Code field,       He fills in the Code
   type POLIST and          field (the name of the
   in the Description       template in Microsoft
   field type               Dynamics NAV) and
   Purchase Order           the Description field.
   List. In the type
                            Because Sean wants
   field, select List.
                            to create a list of
                            purchase orders, he
                            selects a List type for
                            this template.




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3. Click in the             (Blank)
   Caption field, and
   click the
   AssistButton
   (circled). Click
   Caption, Create
   New.




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4. Select English as        He also makes a new
   the language and         caption for this
   click OK. Type           template, selects
   Purchase Order           English as the
   List in the new          language for it and
   row (highlighted)        calls it Purchase Order
   and click OK.            List. (This caption is
                            actually the name of
                            this template in
                            SharePoint.)
                            Note: Explain that
                            Employee Portal is
                            multilanguage enabled
                            like the rest of
                            Microsoft Dynamics
                            NAV. This means that
                            a localized version of
                            Microsoft Dynamics
                            NAV can be used in
                            different languages in
                            your Web Parts.
                            The multilanguage
                            features make it
                            possible to display the
                            text boxes and
                            captions for command
                            buttons and menus in
                            several languages.
                            In Employee Portal,
                            you can set up
                            multilanguage
                            definition for Groups,
                            Web Part Requests,
                            Tabs, Actions, and EP
                            Setup.
                            For more information,
                            search for
                            multilanguage in
                            Microsoft Dynamics
                            NAV Help.


5. In the Table No.         Sean specifies that the
   field, type 38           list should have
   (circled), and           access to table 38, the
   select Line in the       Purchase Header
   Header or Line           table. To show
   field.                   information in the form
                            of a list, he chooses
                            the Line format for this
                            template.




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6. Click Table, Card.       (Blank)




7. In the Code and          To choose the
   Description              purchase information
   fields, type             that should be
   General. Click in        available on the
   the Caption field,       Purchase Order List
   and click the            template, Sean needs
   AssistButton.            to first make a tab
   Select General as        (that won’t be seen)
   the caption for          for it called GENERAL.
   this tab.
                            Note: In a List Web
                            Part, the invisible tab
                            is used as a
     Click Tab, Card.
                            “container” for the
                            information shown on
                            the list. Microsoft
                            Dynamics NAV uses
                            the same forms for
                            making List, Card, and
                            Header + Line Web
                            Parts. As we will see
                            later in the demo
                            script, Card and
                            Header + Line Web
                            Parts can have several
                            tabs each containing a
                            series of information
                            on a specific category.
                            The Vendor Card, for
                            instance, has an extra
                            tab called Contact with
                            detailed contact
                            information on it.




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8. In the No. field,        He chooses to only
   type the following       have basic
   numbers (one on          information, such as
   each row): 3, 4,         No., Pay-to Vendor No.,
   5, and 60                Pay-to Name, and
   (circled).               Amount on the list.
     This creates the       The Purchase Order
     No., Pay-to            List template is now
     Vendor No., Pay-       made and is ready to
     to Name, and           use.
     Amount fields
     available in the
     list.
     Close the top
     window (the EP
     WP Table Tab
     Card window).


9. In the POLIST EP         Because the Purchase
   –WP Table Card           Header table contains
   window, click            more that just
   Table,                   purchase orders, Sean
   Standardfilter,          makes a filtering rule
   Fields.                  for List Web Part.




10. In the Filter Field     He specifies that the
    No. field, type 1.      documents shown on
    Click in the Filter     the Purchase Order
    Field Value field       List should only be of
    and then click the      the type Order (but not
    AssistButton in         Quote, Invoice, and so
    this field.             on).
     Select Order from
     the list and click
     OK.
     Close all windows
     in Microsoft
     Dynamics NAV.




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#1.2 How do I make a Card Web Part template?
In this section, Sean creates the Vendor Card template.
What to do                  What to say              Screen shots
1. In Microsoft             Sean now wants to
   Dynamics NAV             make the Vendor Card
   click click              template with detailed
   Administration,          vendor information
   Application              available on it.
   Setup, Employee
   Portal, Web Part
   Request
   Template.
     Click in the Code
     field (the text box
     in front of the
     Code field) and
     press F3 to make
     a new template.




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2. In the Code field,       He makes a new
   type                     template of the type
   VENDORCARD,              Card called Vendor
   and in the               Card and makes a
   Description field,       caption for it.
   type Vendor Card.
   Select the
   Editable check
   box (circled) and
   in the Type field
   select Card.
     Click in the
     Caption field and
     click the
     AssistButton.
     Click Caption and
     select Create
     New. Select
     English as the
     language and
     click OK. In the
     new field, type
     Vendor Card and
     click OK.
Note: for more
detailed instructions
on how to make
captions, refer to
section 1.1, step 3.
3. In the Table No.         This template has the
   field, type 23,          Header format and
   and select               consumes information
   Header in the            from table 23, the
   Header or Line           Vendor table.
   field (circled).
     Click Table, Card.




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4. In the Code field,       Sean makes a tab
   type General.            called General for the
                            Vendor Card and
     Click in the first
                            chooses the General
     row in the
                            caption for it.
     Caption field
     (circled) and then
     click the
     AssistButton.
     Select General
     and click OK.
     Click Tab, Card.




5. In the Field. No.        He then adds the
   field, type the          vendor number, name,
   following                and the detailed
   numbers (one on          address to this tab.
   each row): 1, 2,
   5, and 7 (to add
   No., Name,
   Address, and City
   to the tab).
     Close the EP WP
     Table Tab Card
     window.




6. In a new row, in         He also makes a
   both the Code            Communication tab…
   and Description
   fields, type
   Communication.
     Click the second
     row in the
     Caption field
     (circled) and then
     click the
     AssistButton.
     Select
     Communication
     and click OK.
     Click Tab, Card.




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7. In the Field No.         …and makes the
   field (circled),         vendor’s phone no, fax
   type the following       no, and e-mail
   numbers (one on          address available on
   each row):9, 84,         it.
   and 102. This
                            The Vendor template
   makes the
                            is now finished and
   vendor’s phone
                            has two tabs, the
   no., fax no., and
                            General and the
   e-mail available
                            Communication tab.
   on the
   Communication
   tab.
     Close all windows
     in Microsoft
     Dynamics NAV.




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#1.3 How do I make a Header + Line Web Part template?
Finally, Sean makes a template in the Header + Line format for purchase orders.
What to do                      What to say         Screen shots
1. In Microsoft                 Sean now wants
   Dynamics NAV,                to make a
   click                        Header + Line
   Administration,              template for the
   Application Setup,           list of purchase
   Employee Portal,             orders. He calls
   Web Part Request             this template
   Template.                    Purchase Order
                                and chooses the
     Click in the Code
                                Header + Line
     field (the text box
                                format for it. As
     in front of the
                                for the other Web
     Code field) and
                                Part templates,
     press F3 to make
                                he makes a
     a new template.
                                caption for this
     In the Code field,         template called
     type                       Purchase Order.
     PURCHASEORDER,
     and in the
     Description field,
     type Purchase
     Order. Select
     Header + Line in
     the Type field.
     Click in the
     Caption field and
     click the
     AssistButton. Click
     Caption and select
     Create New. Select
     English as the
     language and click
     OK. In the new
     field, type
     Purchase Order
     and click OK.
Note: for more detailed
instructions on how to
make a caption, refer
to section 1.1, step 3.




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2. In Table No. field,          He makes the
   type 38 (Purchase            Header part
   Header), and                 (which looks like
   select Header in             a Card Web Part)
   the Header or Line           to use the
   field (circled in            Purchase Header
   blue).                       Table (table
                                number 38), and
     In the next row, in
                                the Line part to
     Table No. field,
                                use the Purchase
     type 39 (Purchase
                                Line table (table
     Line) and select
                                number 39).
     Line in the Header
     or Line field
     (circled with blue).
     Click Purchase
     Header (circled
     with red) and click
     Table, Card.
Note: you must
remember to click the
Purchase Header
(circled with read)
before clicking Table,
Card. If you don’t do
this, you can risk
modifying the
Purchase Line instead.
3. In both the Code             He makes a tab
   and Description              for the Header
   fields, type                 part called
   General. Click in            General, and
   the Caption field            chooses the
   (circled), and click         (already made)
   the AssistButton.            General caption
                                for it.
     Select General and
     click OK.
     Click Tab, Card.




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4. In the Field No.             He then adds the
   field, type the              No., Pay-to
   following numbers            Name, Order
   ( one on each row):          Date, Due Date
   3, 4, 5, 19, and 24          and the Pay-to
   (circled).                   Vendor No. to
                                this tab.
     Close the EP WP
     Table Tab Card
     window.




5. In a new row, in             Sean also makes
   the Code and                 a Shipping tab
   Description fields           for the Header
   (circled), type              part.
   Shipping.
     Click in the
     Caption field, and
     click the
     AssistButton.
     Select Shipping
     from the list and
     click OK.
     Click Tab, Card.




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6. In the Field No.             He adds the
   field, type the              Ship-to Code and
   following numbers            Ship-to Name to
   ( one on each row):          it.
   12 and 13
   (circled).
     Close all windows
     except the EP WP
     Request Template
     Card window.




7. Click the Purchase           Now Sean begins
   Line item (circled)          making the Line
   and click Table,             part of the Web
   Card.                        Part (which
                                resembles a List
                                Web Part).




8. In both the Code             He makes an
   and Description              invisible tab for
   fields, type                 the Line part,
   General.                     called General,
                                and chooses the
     Click in the
                                General caption
     Caption field
                                for this tab.
     (circled), and click
     the AssistButton.
     Select General and
     click OK.
     Click Tab, Card.




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9. To add the Line              He adds the Line
   No., Description,            No., Description,
   and Quantity fields          and Quantity
   to this tab, in the          fields to the Line
   Field No. field              part of the
   (circled), type the          template.
   following numbers
   ( one on each line):
   4, 11, and 15.




10. Close all windows           Finally, Sean
    except for the EP           makes a
    WP Request                  connection
    Template Card               between the
    window.                     Header and the
                                Line part.
     Click Table, Card.




11. In the new window,          (Blank)
    click Table,
    Connection
    Header/Line,
    Fields.




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12. In both the Header          He specifies that
    Field No. and the           the records in the
    Line Field No.              Header and Line
    fields, type 3.             part should have
                                the same
                                document
                                numbers.




Note
The main point of this section has been to demonstrate the possibility to make customized templates in Employee
Portal.




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#2 How do I make a new Web page in Microsoft Dynamics NAV using templates?
In order to make a new Web page, Sean first needs to make new Web Part Groups in Microsoft Dynamics NAV and
add the required templates to them.
What to do                  What to say              Screen shots
1. Switch to                Sean creates a new
   Microsoft                group called Vendor
   Dynamics NAV             Group, and chooses
   and close all            English as the
   open windows.            language for this
                            group.
     Click
     Administration,
     Application
     Setup, Employee
     Portal, Group.
     The EP Group
     Card appears.
     Click in the Code
     field and press
     F3 to make a new
     group. In the
     Code field, type
     Vendor, and in
     the Description
     field, type Vendor
     Group.
In the Language ID
field, click the
AssistButton and
select English (United
States). Click OK.
2. Click in Caption         He also makes a
   field, and click         caption for this group
   the AssistButton.        with English as the
   Click Caption,           language…
   Create New.
   Select English as
   the language and
   click OK.




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3. In the Caption           …and calls it Vendor
   field, type Vendor       Group.
   Group and click
   OK.




4. Click in the first       Now he adds the
   row in the Code          templates he made in
   field (circled).         the previous section to
   Click the                the Vendor Group.
   AssistButton and
                            In this way, the new
   select POLIST
                            Web page will have a
   (Purchase Order
                            Purchase Order List, a
   List). Click OK.
                            Vendor Card, and a
     Click in the           Purchase Order Web
     second row on          Part of the Header
     the table, then        +Line format.
     click the
                            He also adds the
     AssistButton and
                            predefined Vendor List
     select Vendor
                            to the Vendor Group.
     Card.
     In the same way,
     add Purchase
     Order and Vendor
     List to the Code
     column.

5. In Microsoft             He then assigns the
   Dynamics NAV,            Vendor Group to the
   click                    users using this group.
   Administration,
   Application Setup,
   Employee Portal,
   User, Groups.




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6. In a new row,            (Blank)
   click the
   AssistButton
   (circled), select
   Vendor Group
   and click OK.
     Close all windows
     in Microsoft
     Dynamics NAV.




Note
The main point of this section has been to demonstrate how you can make and customize Web Part Groups using
templates.




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#3 How do I make a new Web page in SharePoint?
Next, Sean has to make a new Web page in SharePoint, and add the Web Parts made in Vendor Group to this
Web page.
What to do                  What to say              Screen shots
1. Switch to                To show the List, Card
   SharePoint, and          and the Header + Line
   from the menu            Web Parts on a Web
   bar, select              page, Sean needs to
   Create.                  create a new Web
                            page in SharePoint,
                            and add the
                            equivalent List and
                            Card Web Parts to it.




2. Under Web                (Blank)
   Pages, click Web
   Part Page.




3. In the Name field,       Sean creates a new
   type                     Web Part Page called
   VendorGroup,             Vendor Group, and
   and leave the            chooses a layout for
   Layout Template          the Web page.
   as Header,
   Footer, 3
   Columns. Click
   Create.




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4. Click on the             From the Virtual Server
   Virtual Server           Gallery, he drags a List
   Gallery and drag         Web Part to the Web
   the List Web Part        page.
   to the middle
   column.




5. Click the Web            (Blank)
   Part Menu (the
   arrow) for the List
   Web Part, and
   select Modify
   Shared Web Part.




6. In the right pane,       He specifies that this
   in the Group field,      Web Part belongs to
   select Vendor            the Vendor Group and
   Group.                   shows the Vendor List
                            on the Web page.
     In the Web Part
     Request field,
     select Vendor List
     and click OK.
     A list of vendors
     appears on the
     Web page.




7. In the top–right         (Blank)
   corner, click
   Modify Shared
   Page, Add Web
   Parts, Browse.




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8. Select Virtual           To show the Vendor
   Server Gallery,          Card on the Web page,
   drag the Card            Sean adds a Card Web
   Web Part to              Part to this page.
   beneath the List
   Web Part in the
   middle column.




9. Drag the List Web        In order to show the
   Part from the            Purchase Order List,
   Virtual Server           and Purchase Order
   Gallery to the           Header + Line, he
   right column. And        adds a List and a
   drag the Header-         Header-Line Web Part
   Line Web Part to         to the Web page.
   the right column,
   beneath the List
   Web Part (see the
   screen shot).




10. Click the Web           (Blank)
    Part Menu (the
    arrow) for the
    Card Web Part (in
    the middle
    column) and
    select Modify
    Shared Web Part.




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11. In the Group field,     He defines that the
    select Vendor           Card Web Part should
    Group, and in the       show the Vendor Card
    Web Part Request        on the Web page.
    field, select
                            To make the Web page
    Vendor Card.
                            clear, he chooses that
     Select the No          this Card should not
     initial request        show any data as
     check box and          default.
     click OK.




12. Click the Web           (Blank)
    Part Menu (the
    arrow) for the List
    Web Part in the
    right column and
    select Modify
    Shared Web Part.




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13. In the Group field      He also specifies that
    in the right pane,      the List Web Part (in
    select Vendor           the right column)
    Group.                  should show the
                            Purchase Order List
     In the Web Part
                            Web Part.
     Request field,
     select Purchase
     Order List.
     Select the No
     initial request
     check box and
     click OK.




14. Click the Web           (Blank)
    Part Menu (the
    arrow) for the
    Header-Line Web
    Part in the right
    column and
    select Modify
    Shared Web Part.




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15. In the Group field,     Finally, he chooses the
    select Vendor           Header-Line Web Part
    Group, and in the       to show the Purchase
    Web Part Request        Order in the Vendor
    field, select           Group.
    Purchase Order.
     Select the No
     initial request
     check box and
     click OK.
Note: Do not close
this Web page.




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#4 How do I connect different Web Parts in Microsoft Dynamics NAV?
The Web page for the Vendor Group is now made in both Employee Portal and SharePoint. The next step is to
connect the different components together on this Web page. The order of the connections is as follows:
        i.     The Vendor List connects to the Vendor Card
        ii.    The Vendor Card connects to the Purchase Order List
        iii.   The Purchase Order List connects to the Purchase Order Header + Line
What to do                      What to say          Screen shots
i. Connecting the Vendor List to the Vendor Card
Sean first needs to connect the Vendor List and the Vendor Card.
1. Switch to Microsoft          Because Sean
   Dynamics NAV and             wants the Vendor
   close all windows.           Card to show
   Click Administration,        information on a
   Application Setup,           vendor chosen
   Employee Portal,             from the Vendor
   Group. The Vendor-           List, he needs to
   EP Group Card                connect these two
   appears.                     components
                                together both in
Note: If this card does not
                                Microsoft
appear, click EP Group,
                                Dynamics NAV
List (circled), and then
                                and afterwards in
select Vendor from the
                                SharePoint.
Group list.




2. Click the Vendor List        Setting up the
   item (highlighted),          connection
   and then click Web           between these
   Part Request, Card.          components is
   The EP Web Part              fast and
   Request Card window          straightforward.
   appears.
                                In Microsoft
                                Dynamics NAV,
                                Sean begins
                                making a
                                connection for the
                                Vendor List.




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3. Click Table, Card. The       (Blank)
   EP WP Table Card
   window appears.




4. Click Table, Actions.        (Blank)




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5. Click in the Type field,     In the Type field,
   click the AssistButton       Sean chooses
   and select Connect to        Connect to
   another WP Request.          another Web Part,
                                and in the Target
     In the Target WP
                                WP Request field
     Request field, select
                                he selects Other.
     Other, and in the
                                The Code field,
     Code field, select
                                which is the
     Vendor Card.
                                component that
     In the Caption field       the Vendor List
     (the last field) select    will connect to, is
     Card. Then click           set to
     Action, Connection         VENDORCARD.
     between WP
                                Sean chooses the
     Requests, Fields.
                                Card caption for
                                this connection.
                                This caption will
                                appear as a link
                                on the Web page,
                                and clicking on
                                this link will open
                                the Vendor Card
                                for a specific
                                vendor.
6. In the Source Field          Sean also
   field, type 1.               specifies that the
                                vendor number on
     In the Target Field,
                                the Vendor Card
     type 1.
                                should be equal to
                                the vendor
                                number chosen
                                from the Vendor
                                List. (This ensures
                                that the Vendor
                                Card shows
                                information on the
                                vendor chosen
                                from the Vendor
                                List.)
ii. Connecting the Vendor Card to the Purchase Order List
In the next section, Sean connects the Vendor Card and the Purchase Order List, so he can see a list of purchase
orders on a particular customer by pressing a button on the Vendor Card.




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7. Close all windows            The next step is to
   except the Vendor –          connect the
   EP Group Card                Vendor Card to the
   window.                      Purchase Order
                                List. In this way,
     Click the Vendor Card
                                the user can see
     in the list
                                the list of
     (highlighted) and then
                                purchase orders
     click Web Part
                                for a desired
     Request, Card.
                                customer by
In the new window, click        pressing a button
Table, Card. The EP WP          on the Vendor
Table Card window               Card.
appears.


8. Click Table, Actions.        (Blank)
   The EP WP Table
   Action List window
   appears.




9. In the Type field,           Like before, in the
   select Connect to            Type field he
   another WP Request.          selects Connect to
                                another Web Part,
     In the Target WP
                                and in the Target
     Request field, select
                                WP Request field
     Other, and in the
                                he selects Other.
     Code field, select
     Purchase Order List        In the Code field,
     (POLIST).                  he selects
                                Purchase Order
     In the Caption field,
                                List (POLIST).
     click the AssistButton
     and then click             Sean makes a
     Caption, Create New.       new caption for
     Select English as the      this connection.
     language for this
     caption.
Note: for more detailed
instructions on how to
make a caption, refer to
section 1.1, step 3.



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10. In the blank field          He calls the
    (highlighted), type         caption Purchase
    Purchase Orders and         Orders, which will
    click OK.                   appear as a
                                button on the
                                Vendor Card.




11. Click Action,               (Blank)
    Connection between
    WP Requests, Fields.




12. In the Source Field,        He completes this
    type 1 and in the           connection by
    Target field, type 2.       specifying that the
                                No. field in the
                                Vendor Card is
                                equal to the Buy-
                                from Vendor No.
                                field in the
                                Purchase Order
                                List.
iii. Connecting the Purchase Order List and the Purchase Order Header+Line
Finally, Sean connects the Purchase Order List to the Purchase Order Header + Line so that he can view detailed
information about the purchase order on the Purchase Order Header and Lines.
13. Close all windows           Since Sean wants
    except the Vendor –         to view detailed
    EP Group Card               information about
    window.                     the purchase
                                orders on the
     Click the Purchase
                                Purchase Order
     Order List
                                Header + Line, he
     (highlighted), and
                                needs to connect
     click Web Part
                                this Web Part to
     Request, Card. The
                                the Purchase
     EP Web Part Request
                                Order List.
     Card window appears.
     In this window, click
     Table, Card. The EP
     WP Table Card
     appears. Click Table,
     Actions. The EP WP
     Table Action List
     window appears.




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14. In the Type field,            In the Type field,
    select Connect to             he selects
    another WP Request.           Connect to
                                  another Web Part,
     In the Target WP
                                  in the Target WP
     Request field, select
                                  Request field, he
     Other, and in the
                                  selects Other, and
     Code field, select
                                  in the Code field
     Purchase Order
                                  he selects
     (PURCHASEORDER).
                                  Purchase Order.
     In the Caption field
                                  For this field, he
     click the AssistButton,
                                  selects the
     select Card and then
                                  predefined Card
     click OK.
                                  caption.
     Click Action,
     Connection between
     WP Requests, Fields.
15. In both the Source            He then specifies
    Field and the Target          that the record on
    Field, type 3.                the Purchase
                                  Order Header +
                                  Line should have
                                  the same number
                                  as the chosen
                                  record on the
                                  Purchase Order
                                  List. (This setting
                                  makes the
                                  Purchase Order
                                  Header + Line
                                  show the chosen
                                  order from the
                                  Purchase Order
                                  List).
                                  The connections
                                  between the Web
                                  Parts are now set
                                  up in Microsoft
                                  Dynamics NAV.




#5 How do I connect different Web Parts in SharePoint?
The last task required to make the Vendor Web page ready is to connect the Web Parts together in SharePoint.
What to do                      What to say             Screen shots




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1. Switch to the Web            The final task Sean
   page in SharePoint.          needs to do is to
   In the top–right             make the
   corner, click Modify         connections
   Shared Page,                 between the Web
   Design this Page.            Parts in SharePoint.




2. Click the Web Part           He specifies that the
   Menu (the arrow)             Vendor List provides
   for the Vendor List          information to the
   Web Part (in the             Vendor Card.
   middle column).
   Select Connections,
   Provide Parameters
   To, Card Web Part
   for Employee Portal
   for Microsoft
   Dynamics NAV.




3. Click the Web Part           He then specifies
   Menu (the arrow)             that the Purchase
   for the List Web             Order List Consumes
   Part in the right            information from the
   column (List Web             Vendor Card…
   Part for Employee
   Portal [2] for
   Microsoft Dynamics
   NAV) Select
   Connections,
   Consume
   Parameters From,
   Card Web Part for
   Employee Portal for
   Microsoft Dynamics
   NAV.




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4. Click the Web Part           … And provides
   Menu (the arrow)             information to the
   for the List Web             Purchase Order
   Part in the right            Header-Line Web
   column again and             Part.
   select Connections,
   Provide Parameters
   To, Header-Line
   Web Part for
   Employee Portal for
   Microsoft Dynamics
   NAV.


5. In the top–right             (Blank)
   corner, click Modify
   Shared Page,
   Design this Page.




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#6 How do I browse the new Web page?
In this section, Alicia, the purchasing agent in the company, demonstrates how you can use the Web page to see
detailed data on the vendors in Microsoft Dynamics NAV.
1. Click the Card link          Sean has now
   for the first record         created the Vendor
   on the Vendor list           Group Web page
   (London                      containing two List
   Postmaster).                 Web Parts, a Card
                                Web Part and a
                                Header + Line Web
                                Part.
                                Alicia, the
                                purchasing agent in
                                the company can
                                now click the Card
                                link for a vendor on
                                the Vendor list, and
                                see detailed
                                information about
                                the vendor on the
                                Vendor Card.




2. On the Vendor                She can click
   Card, click                  Purchase Order on
   Purchase Orders.             the Vendor Card and
                                see the vendor’s
                                order list on the
                                Purchase Order List.




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3. For the order                To see detailed
   appearing on the             information on an
   Purchase Order               order (for example,
   List, click Card             the order date,
   (circled).                   ordered items, and
                                so on) Alicia can
                                click the Card link
                                for the order. This
                                opens the Sales
                                Order Header + Line
                                Web Part.




4. Point out the                In the Header part,
   Header + Line Web            she can see general
   Part.                        information on an
                                order, such as the
                                due date and the
                                shipping dates. In
                                the Line part, she
                                can see the ordered
                                items, and the
                                quantities and
                                prices of the items.




Note
In conclusion, you can explain that this scenario demonstrated how you can make a customized Web page in
Employee Portal. The main point of the scenario was to illustrate how to make new Web Part templates in Microsoft
Dynamics NAV and use then for making new Web pages in SharePoint.
The scenario contained the following steps:
         How to make new templates
         How to make groups in Microsoft Dynamics NAV
         How to make a new Web page in SharePoint
         How to connect different components together on a Web page
         And finally, how to browse the new Web page




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