The recent release of Microsoft Dynamics NAV 2018 has brought a lot of improvements to the Web Client, one of those being the ability for users to (finally!) do personalization directly in the client. No longer do they need to jump over to the Windows Client for that!
If you have installed NAV 2018 though, you might be wondering how you do the personalization. Well….it’s not enabled by default.
To enable it, you need to modify the Web Client configuration, which is done within the new navsettings.json file. Yes, out with the old web.config and in with the new json-based file! Read more about this here.
You have 2 options for changing the configuration:
Edit Configuration File Directly
To edit the Web Client configuration directly, open the navsettings.json file and add the following line:
The default location for the json file is here:
After you have changed the file, save it, and then restart the Web Client website via IIS, or by executing iisreset at the command prompt.
As I’m a huge fan of PowerShell, this is my preferred method of doing pretty much anything. Using the Dynamics NAV 2018 Development Shell (in admin mode of course), you can use the Set-NAVWebServerInstanceConfiguration commandlet to update Web Client configuration.
To enable personalization, you would run the commandlet like this:
Set-NAVWebServerInstanceConfiguration ` -Server [MyComputer] ` -ServerInstance [NAVServerInstanceName] ` -WebServerInstance [MyNavWebServerInstance] ` -KeyName PersonalizationEnabled ` -KeyValue True
For more details on the full commandlet syntax, look here.
Once you do one of the above steps, you’ll be able to log into the Web Client and select the Personalize action, which is found at the top of the Web Client under the settings cog:
That’s all there is to it.