Customizing the Dynamics NAV RTC Navigation Pane

The Role Tailored Client’s (RTC) Role Center is the central part of NAV. It displays a quick overview of all information related to the activities for that particular Role Center, and is the main page that loads when NAV IS opened. It allows users to personalize certain settings to make their day-to-day activities more efficient. This includes the Navigation Pane which contains one or more menus that have been defined for that particular user’s role. By default, the Navigation Pane includes a Home and Departments menu. The Home menu is defined by the administrator and the Default menu allows users to navigate to any area of NAV that their permission allows.

Accessing the ‘Customize Navigation Pane’:

To customize the Navigation Pane, from the menu bar click Customize icon, and then Customize Navigation Pane.

 

Another way to access the setup is to click the Configure Button, and then the Customize Navigation Pane.

 

Customizing the Navigation Pane:

The customizations to the navigation pane are listed below:

  • Renaming or Rearranging Buttons in the Navigation Pane
  • Creating a New Menu Button
  • Adding a Link to a Menu in the Navigation Pane
  • Moving or Copying a Link from One Menu to Another
  • Rearranging the Order of the Menu
  • Restoring the default Settings

Renaming or Rearranging Buttons in the Navigation Pane

Users are not allowed to move, remove, or rename the Home or Departments buttons. These are always listed as the first and last buttons. Users are however allowed to move, remove, or rename other menu buttons.

To move, remove, or rename buttons, in the Customize Navigation Pane dialog box, select the button in question and click an action to be made in the middle of the window.

Creating a New Menu Button

In the Customize Navigation Pane dialog box, click the New button in the middle of the window and type a value in the Name field. Select an icon to be used and click OK.

 

Adding a Link to a Menu in the Navigation Pane

Assuming the user has permission to the list in question such as the Sales Order list, in the Customize Navigation Pane dialog box, click the Add button, open and navigate to the list which is to be added, select it and click OK.

 

Moving or Copying a Link from One Menu to Another

In the Customize Navigation Pane dialog box, select the list in question and click either the Move To or Copy To button. From here, select the button to perform the action on and click OK.

 

Move To

 

 

Copy To

 

 

Rearranging the Order of the Menu

In the Customize Navigation Pane dialog box, users can move buttons or lists around. Select either a button or a list and click either the Move Up or Move Down button and click OK.

 

Restoring to default Settings

If users would like to cancel all changes made and restore the navigation pane to the default settings the administrator has defined, in the Customize Navigation Pane dialog box, click the Restore Defaults button and click OK.

April 2, 2013