Dynamics SL Top Tips 7 & 8: Customize Menus and Report Templates

Tired of programs that don’t do what you need them to do? Dynamics SL offers the following features to help you tailor the software to your needs:

Tip 7: Configure menus within Dynamics SL to fit the needs of your users.

Starting with version 7, Dynamics SL allows for the creation of role-tailored menus. The menu system is also security driven so a user never sees menu items for applications or reports that they do not have permission to access. Older versions of Dynamics SL would have large complex menus for the typical user, which had the tendency to confuse new users.

Tip 8: Create customized report templates to make future reports work the way you need.

Every report that exists within Dynamics SL is fully modifiable by the end user. Dynamics SL has provided convenient ways to change a filter and sort a report at run time without modifying the underlying Crystal Report format. Sometimes it is necessary to modify the standard report to make changes in the look and feel of the report or to make significant changes in the data used in the report. This sounds like another one of those scary customizations, but it usually is quite simple, and the modified reports tend to upgrade from version to version very simply.

Dynamics SL facilitates customized reports by having a special folder on the server for holding customized versions of reports. When the report is chosen from the menu, Dynamics SL first checks this special user reports folder (“usr_rpts”) for a customized version of the report. If no customized version is found, then the standard version of the report is run. Taking the time to make a report work and look the way you want can save time — and paper — in the long run.