Customization Manager in Microsoft Dynamics SL
One day;
Instructor-Led
Introduction
This one-day course is designed to give individuals a
comprehensive and practical overview of how to use the
Microsoft Dynamics SL Customization Manager to modify
standard Microsoft Dynamics SL application windows. This
class teaches students how to give a custom look to
Microsoft Dynamics SL windows, meet specific system
processing or security requirements, accommodate
individual user needs, as well as provide a basic
understanding related to the theory, tools, and
functions of the Customization Manager and Visual Basic
for Application modules. This course also provides
definitions for terminology related to the Customization
Manager such as objects, events, captions, and headings.
Audience
This course is intended for individuals who need to
know how to modify the appearance and operation of
standard Microsoft Dynamics SL windows for specific
operator requirements.
At Course Completion
After completing this course, students should
understand:
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How to rearrange the fields in data entry
windows to more closely resemble source document
formats or to make room for new or additional
window fields
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How to change the tab order the cursor moves
through the fields in each window
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How to change the default values of Solomon
window fields
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How to modify the way data fields display
values like telephone and social security
numbers
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How to hide fields for all users, specific
users, or specific groups
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How to make fields display only
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How to add new items to windows such as data
object fields, labels, buttons, frames, and tabs
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How to write Microsoft® Visual Basic® for
Application (VBA) code and associate the VBA
code with a Microsoft Dynamics SL window or
object
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Prerequisites
Before attending this course, students must have:
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A working knowledge of Microsoft® Windows®
and your specific network operating system,
Microsoft Windows NT, Microsoft Windows 2000
Server, etc.
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A fundamental knowledge of Microsoft Dynamics
SL system operation and maintenance
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Some experience or knowledge of Microsoft®
SQL Server® and Structured Query Language (SQL)
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Microsoft Certification exams
No Microsoft Certification exams are associated with
this course currently.
Course Materials
The student training manual includes a comprehensive
workbook.
Course Outline
Chapter 1: Customization Manager Overview
This lesson discusses the types of customizations
that can be completed using the Customization Manger
module of Microsoft Dynamics SL, identifies how the
Customization Manager module customizes a Microsoft
Dynamics SL window, describes the main components of the
Customization Manager module and other optional
customization software tools, explains the functional
scope of both the Customization Manager and Microsoft
Dynamics SL Visual Basic for Application (VBA) modules,
and illustrates how to tell a customized Microsoft
Dynamics SL window from a standard Microsoft Dynamics SL
window.
Lessons
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Introducing Customization Manager
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How Customization Manager Functions
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Customization Manager Components
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Other Optional Customization Tools
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Understanding the Scope of Customization
Manager
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Identifying a Customized Solomon Window
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Lab 1.1: Selecting Customization Tools
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In this exercise, students determine the
Microsoft Dynamics SL customization tools that
are needed to complete the customizations
required for each scenario.
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After completing this lesson, students should be able
to:
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Identify the types of customizations that can
be completed using the Customization Manger
module.
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Understand how the Customization Manager
module customizes a Microsoft Dynamics SL
window.
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Recognize how the Customization Manager
module customizes a Microsoft Dynamics SL
window.
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Understand the functional scope of both the
Customization Manager and Microsoft Dynamics SL
Visual Basic for Application (VBA) modules.
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Identify how to tell a customized Microsoft
Dynamics SL window from a standard Microsoft
Dynamics SL window.
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Chapter 2: Getting Started with Customizations
This lesson explains how to plan for customizations,
defines Customization Manager Terminology and concepts,
discusses the different customization level available,
illustrates how to start and stop Customization Manager,
and demonstrates how to select and identify window
objects.
Lessons
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Planning the Customization
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Understanding the Basic Terminology
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Customize Menu Options
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Selecting the Customization Level
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Procedures to Set up a Customization Group
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Procedures to Select the Customization Level
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Starting Customize Mode
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Procedures to Start Customize Mode
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Saving Customizations
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Procedures to Save a Customization
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Stopping Customization Manager
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Procedures to Stop Customization Mode
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Selecting Objects and the Properties Window
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Procedures to Open the Properties Screen
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Selecting the Object to Modify
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Procedures to Select an Object to Modify
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Procedures to Select a Different Object While
in Properties
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Identifying the Object in Focus
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Procedures to Identify an Object
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Identifying the Current Value of an Object
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Procedures to Open the Customization Property
Browser
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Lab 2.1: Selecting the Level, Starting
Customization Mode
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In this exercise, students learn to start and
stop Customization Mode, as well as practice
selecting different objects in a Microsoft
Dynamics SL window.
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Lab 2.2: Selecting and Viewing Objects
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In this exercise, students review the
identification properties associated with
certain objects in a Microsoft Dynamics SL
window.
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After completing this lesson, students should be able
to:
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Identify the considerations for planning
customizations.
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Understand Customization Manager Terminology
and concepts.
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Understand the different customizations
levels.
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Establish customization groups.
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Start and stop the Customization Manager.
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Select and identify window objects.
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Chapter 3: Customizing Screen Appearance and Flow
This lesson explains how to modify screen
terminology, move and size objects, change colors and
fonts, set customization options, and save
customizations.
Lessons
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Modifying Screen Terminology
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Procedures to Move Objects
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Resizing Objects
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Procedures to Resize Windows and Objects
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Properties of Moved and Resized Objects
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Setting Customization Options
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Changing Colors
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Procedures to Change the BackColor or
ForeColor
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Changing Fonts
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Procedures to Change the Font
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Changing the Alignment of Text
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Procedures to Change the Alignment
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Modifying Cursor Movement in a Window
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Procedures to Change the Tabbing
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Lab 3.1: Changing Captions and Headings
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In this exercise, students change the name of
a data object in form and grid view.
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Lab 3.2: Moving Window Objects
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In this exercise, students move and align
objects in a Microsoft Dynamics SL window.
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Lab 3.3: Change Colors and Fonts
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In this exercise, students change the color
and font properties associated with an object.
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Lab 3.4: Change Tab Stops
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In this exercise, students change the tab
stop order of objects in a Microsoft Dynamics SL
window.
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Lab 3.5: Change Tab Order
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In this exercise, students change the tab
order of a Microsoft Dynamics SL window.
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After completing this lesson, students should be able
to:
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Modify screen terminology.
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Move and size objects.
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Change colors and fonts.
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Set customization options.
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Save customizations.
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Chapter 4: Masks, Security and Values
This lesson discusses how to change the display mask
of data, field level security, securing customizations,
setting default values for data fields, and setting
minimum and maximum values.
Lessons
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Changing the Display Mask of Data
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Procedures to Define a Custom Mask
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Establishing Security
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Application Field-Level Security
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Procedures to Set an Object's Visibility
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Procedures to Enable or Disable an Object's
Accessibility
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Procedures to Secure an Object's
Customization
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Customization-Level Security
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Procedures to Set Customization-Level
Security
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Changing Default Object Values
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Procedures to Change an Object's Default
Value
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Changing Values and Ranges
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On and Off Values for Checkboxes
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Procedures to Set an Object's On and Off
Values
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True Text Values for Option Buttons
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Procedures to Define an Object's True Text
Values
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Minimum and Maximum Values
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Procedures to Set an Object's Min/Max Values
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Lab 4.1: Changing Masks
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In this exercise, students change the mask of
an object to only permit numbers and upper case
letters.
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Lab 4.2: Setting Field-Level Security
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In this exercise, students review how to set
field-level security.
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Lab 4.3: Changing Combo Box Default Values
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In this exercise, students change the default
value of a Combo Box object.
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Lab 4.4: Changing Text Box Default Values
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In this exercise, students change the default
value of a Text Box object.
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Lab 4.5: Simplifying Data Entry Screens
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In this exercise, students remove objects
associated with a Microsoft Dynamics SL window
in order to simplify data entry into the window.
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Lab 4.6: Restricting
Value
Ranges
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In this exercise, students set a maximum
value for a data object.
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After completing this lesson, students should be able
to:
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Change the display mask of data.
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Understand field level security.
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Secure customizations.
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Set default values.
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Set minimum and maximum values.
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Chapter 5: Lookups, Tab Objects, New Objects
This lesson discusses how to work with lookups, how
to work with tab objects, and inserting new objects into
Microsoft Dynamics SL windows.
Lessons
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Working with Lookups
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Procedures to Modify a Value List for a Combo
Box
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Procedures to Define a Value List for a New
Object
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Working With Tab Objects
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Procedures to Add a Tab to a Tab Object
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Inserting New Objects Into Windows
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Procedures to Insert an Additional Object
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Lab 5.1: Limiting Selections in a Combo Box
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In this exercise, students remove one of the
value options of a data object in order to
enforce a review policy of data.
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Lab 5.2: Adding Possible Value Lists to Text Boxes
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In this exercise, students add a possible
values list to a data object to enforce standard
data entry types.
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Lab 5.3: Add a New Tab
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In this exercise, students add a tab to a
current tab object in a Microsoft Dynamics SL
window.
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Lab 5.4: Inserting New Objects
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In this exercise, students add and format
objects to the new tab of a Microsoft Dynamics
SL window.
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After completing this lesson, students should be able
to:
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Work with lookups.
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Work with tab objects.
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Insert new objects.
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Chapter 6: Managing Customizations
This lesson discusses the basics of Microsoft
Dynamics SL customization management, how to export
customizations for use in other Microsoft Dynamics SL
databases, how to import customizations into Microsoft
Dynamics SL databases, and how to remove customizations
from screens in objects.
Lessons
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Exporting Customizations to Other Databases
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Procedures to Export Customizations
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Viewing and Editing Export Files
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Procedures to View the Contents of Export
Files
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Importing Customizations from Other Databases
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Procedures to Import Customizations into a
Database
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Removing Customizations
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Procedures to Remove Object Changes or an
Object
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Procedures to Remove Screen Changes or a
Subform
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Lab 6.1: Exporting and Viewing Customizations
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In this exercise, students export
customizations and review the customization
export file.
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Lab 6.2: Removing a Customization
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In this exercise, students remove the
customizations associated with a Microsoft
Dynamics SL window.
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Lab 6.3: Documenting a Customization
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In this exercise, students document a
customization using a print screen and a short
description of the customization.
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After completing this lesson, students should be able
to:
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Understand the basics of Microsoft Dynamics
SL customization management.
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Export customizations for use in other
Microsoft Dynamics SL databases.
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Import customizations into Microsoft Dynamics
SL databases.
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Remove customizations from screens in
objects.
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Chapter 7: Customizing Events Using Visual Basic
for Applications
This lesson discusses the Microsoft Visual Basic for
Applications (VBA) module operating theory, how to
access the VBA module through the Customization Manager
module, and how to associate VBA custom event code to
Microsoft Dynamics SL window objects.
Lessons
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Understanding the Concept
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Defining Custom Event Code
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Procedures to Develop Custom Event Code With
VBA
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Lab 7.1: Attaching Custom Event Code to Require a
Password
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In this exercise, students disable access to
a data object, and use VBA code to add a dialog
box to prompt the user for a password to change
the value of the data object.
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Lab 7.2: Attaching Custom Event Code to Objects
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In this exercise, students use VBA code to
add a Quick Print button to one of the Solomon
windows to print information displayed in the
window.
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After completing this lesson, students should be able
to:
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Understand Visual Basic for Applications
(VBA) module operating theory.
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Access the VBA module through the
Customization Manager module.
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Associate VBA custom event code to Microsoft
Dynamics SL window objects.
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Appendix A: Properties of Window Objects
This appendix reviews the properties associated with
objects in the Properties window.
Lessons
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Properties of Window Objects.
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After completing this lesson, students should be able
to:
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Understand the properties associated with
objects in the Properties window.
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