Hi,
I am very novice to this task. So please explain me in a detailed way even though some of my questions may look silly for you.
Is there a document/manual that gives an idea as how to setup a user personalization and how to copy it for other users. Also how to write a script and use it.
From where to download/get it.
There can also be a general pattern of hiding/moving fields, because we are implementing DAX 2012
and for sure some needs to be done on department levels (marketing/sales/purchase/production/EC/Accounts/etc. and many more)
How to categorize these departments on the whole company level and how to use this pattern?
Also some needs to be done on role centre basis, how to achieve this?
Is there a document/manual for how to set security permissions and also how to override them. It will biggest help.
How to find out which customizations will effect future upgrade and which will not.
And for those which will effect, what type of care (coding/setttings/etc.) needs to be done so that it does not clash with future upgrades.
You were also mentioning about an add-on for mandatory fields and some possible validations. Which add-on is this? From where to download and use it and any other useful information,
guidance will be fully appreciated.
Also how much time period does this change might take to do for an entire company. I have to submit a detailed report to my manager with all my findings.
Thanks,
Lakshmi