I can no longer see the full list of modules on the right when I am in SL - I have the vertical list of options on the left, for both 'Home' (favorites) and 'All Modules.' But I used to be able to see an expanded view of all the modules on the right and this is gone. I don't know how to reset. After only a year of using this product, it was helpful to see this expanded view because I am still learning all the different things I can do with this.
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Basically that screen shot indicates that you are logging in with a user that doesn't have a menu. So here is what you do:
1. Using your all modules menu find Administration and then select user maintenance. Go in and select your user ID. (You will find your user ID on the lower left of the main screen.)
2. Click on the groups tab and see what groups you are in. If you are not in the everyone group, add it.
3. Save the record and close Dynamics SL completely and then go back in. Your menu should regenerate. (You may have to use show more modules.)
If you don't have Administration or user maintenance available in your all modules menu or if you can't get into the screen, you probably don't have rights for it. So you need to log in as a user who has the rights. Just go up to the Dynamics Logo, click the drop down and select switch user and enter a user and password with administrator rights such as SYSADMIN.
Now a couple pieces of info:
The groups used in Administration are used for two different things, building menus and rights. A group can have a menu and no rights or a group can have rights and no menu or a group can have both rights and a menu. For the menu to be rendered properly you need to be part of a menu group and have rights (either as an individual or as part of a group.)
The everyone group is a system created group that has all the menus. So if you are in this group you will have the menu. I personally don't use the everyone group with my clients because you can't edit it. I.E. you can remove modules you don't own, add custom reports, 3rd party products, etc. Instead I create a menu group named menu and add all the modules that are going to be used. In fact I may remove specific menu items I know are not going to be used within a module.
Then I assign rights through groups that are used strictly for rights and no for menus. The combination of the Menu group and the rights assigned will determine what menu items a particular user will have.
There is one last critical item to be aware of. The menu files are stored on the workstation running Dynamics SL in the folder Users\<user name>\AppData\Roaming\Microsoft Dynamics SL\Menu Cache When you log as yourself the program looks to see if there are any new changes to the menus or rights that would impact you and if so regenerate the menu files. Since you use a Terminal Server, those files would be on the Terminal Server.
So suppose someone took you out of the everyone group and then your menu disappeared and then they put you back in and then logged into DSL as you but on the terminal server as a different user than you. Then DSL would update the files under that user's user folder think that the change to your rights and menus were taken care of. Then your menu files when you log in would not get updated.
The way to fix this is go in and force a change to your rights. For example if you are in the everyone group, remove that group, save and then put it back in a save again. That will tell DSL that your menus need to be generated then log into the TS as yourself and into DSL as yourself.
Good Luck.
Thanks - tried that already. "Show more buttons" is always grayed out, both in Faves and Home. "Navigation pane options" just gives me this; don't see that there's much I can do here.
I used to be able to see all the modules on the right; then one day it all went away. I'd just like to get that view back. Don't know how to check on the Group stuff but will look into that.
I have found this product to be a bit unstable; my support contractor changes things for me and then they revert back on their own (OneNote being the default printer is an example). So I just work around things as necessary.
What your screen depicts is how the favorites and all modules work. Click on the >> at the bottom right of the left panel and click show more buttons or Navigation Pane Options to expose the various Modules.
Also make sure the user you are logged in as is a member of the Everyone Group or a Menu Group that has access to the menus.
I'm on a "T" session; connecting remotely. Could not find those folders/files on that T drive, unfortunately.
And what I can (only) see is on the left panel - a vertical list. It's the right panel that is blank. I was able to attach a screen shot. What is showing here are my favorites, and that's fine; and when I go to "All Modules," I will just get another long vertical list of options. I'd like to see them in the right panel, if I could; easier to review what else is on this system that I could be using.
Having the actual screen shot would have helped but it sounds like the left panel is only showing Home and All Modules at the bottom. Are you saying that it does not show anything at the top of the left panel?
The right panel only populates when you select something in the left panel. For example, if you have selected Financial on the bottom left then the various financial modules should show at the top of the left panel and the right panel should be showing the various module items of the top module on the right. So, if all you have on the bottom left is Home and All Modules then it appears that you either no longer have rights to sections like Financial or you view of the menu has become corrupted. Each user's menu is stored in an xml file under users\user name\appdata\roaming\Microsoft dynamics\menu cache on your workstation (or TS session if using TS). If you close SL, open that folder and delete the xml file(s) in that folder, you can then launch SL and it will rebuild your menu image. Try that first and let us know if that corrects your issue or not.
my original post had a screen shot attached; looks like it didn't carry over.
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