Professional Services Tool Library – Shortcuts Copy
Posted on: April 6, 2016 | By: Craig Thompson | Microsoft Dynamics GP, Professional Services
This is post number seven in a series of blog posts that are centered on the specific features within the Professional Services Tool Library (PSTL). The PTSL is now a standard feature in GP that has many valuable tools available to users that used to only be accessible via Microsoft support or your implementation partner. Before you begin using the PTSL, there are a few things that you need to remember:
- Before you take any action in the PTSL, make a backup of your SQL Server data. Some of the tools will prompt you to make a backup before proceeding, but this should be standard practice for all of them.
- Most of the tools require that the person utilizing the PTSL is the only user logged into GP.
- Certain tools will require that you login as “sa.”
This screenshot shows all of the available tools.
In this post, I will show you how to best use ‘Shortcuts Copy.’ This tool is used to copy all the Shortcuts options from one user to another user with the click of a button. As a result, you don’t have to manually set the shortcuts up for each user on the system. This, along with copying user security makes creating new users that have all of the same settings as another very easy. The shortcuts that you can add to a user’s home screen include a window, SmartList, macro, web page, and external shortcut. In order to add a shortcut, simply navigate to the user’s home page and right click in the navigation pane on the upper left side of the screen.
Once all shortcuts have been created, you can create the new user that you will be copying the shortcuts to. Once the new user is created, navigate to the PSTL. Then, click on the radio button next to Shortcuts Copy and click Next. The screen below will pop up.
In the first field, choose the user that currently has the shortcuts that you want to copy. In the second field, choose the newly created user. Once you click copy, you will get a reminder that you should backup of your SQL databases before running this process. As with all tools in the PSTL, you should do a backup first. Another recommendation would be to try this out on a test database first. If it works as expected, then go through the same process in the live database.
If you have already done a backup and tried this on a test database, choose Continue and your shortcuts are copied.
For more information on Microsoft Dynamics GP, contact Logan Consulting your Chicago based Microsoft Partners for an ERP Technology Assessment or consultation.
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