Dynamics Nav 2009 comes with a new Role Tailored client. Every user is assigned a Profile. If you don’t have a Profile, The Default Role is assigned to you.

Below is the Profile Card. It is accessed from Administration Menu under Application Setup->RoleTailored Client.

The Default Profiles are shown below. This is the Profile List Form. As you can see The Primary key is Profile ID, which is does not follow standard Navision naming convention. Role Center ID is a lookup into the Object Table of type Page. The Page object is basically the homepage for the user who is assigned that Profile. Default Role Center is a Boolean field and only one record has that field checked. So if a new user logins and does not have a profile assigned, the Default Profile is assigned. I’ve intentionally skipped Owner ID. I will talk about it later.

The assignment of Profiles to users is done in User Personalization table

Any personalization that a user makes are stored in User Metadata table. Any changes that are done to a Profile are stored in Profile Meta Data. I’m sure you’ve seen many demos on how to make changes to the Cards and list forms in Role Tailored client. What hasn’t been mentioned is how you make changes at Profile level. When you make changes at Profile, Any user that is assigned at to that profile gets those changes. So a consultant (super user) can remove things that a role/Profile will not use and all the users under that profile will have those changes applied.

To make UI changes for Profile, you need to assign an owner ID to the Profile.

From cmd prompt go the directory where RT client is installed and run the following command

Microsoft.Dynamics.Nav.Client.exe -configure -profile:”ACCOUTING MANAGER”

RT client will start and you can make any UI personalization at the Profile Level.

In the screenshot below I’ve modified the Item Card to make it more useful. All the changes are applied at Profile Level and all the user will see these changes. Once you are done with the Changes close RT client.

Future request I would like to see added to UI Personalization: Make the Promoted fields bold and ability to change background color for the fields.