OP02 - A whole new world: Role Centers in Dynamics NAV 2016 James Crowter MVP, Managing Director, Technology Management Sorry downloaders but you’ll have to come to the session to see it in action, no screenshots here 

WHO AM I? 20+ years NAV consulting veteran Certified in 1998 for Distribution & Manufacturing Certified NAV Developer Consultant for seven consecutive TAP programs Lead a 90+ people NAV Partner from the UK Dynamics MVP James Crowter Managing Director Technology Management Dynamics MVP

Agenda The Rolecentres Objective Your business, your roles Numbers v Graphs v Lists How 2016 improved the capability Rolecentres per client type Embedded PowerBI is the future?

The Rolecentre objective?

What’s a rolecentre for “To enable each individual in your organisation to understand what they need to do at a single glance.” Bev aware of their outstanding tasks Understand priorities One click access to what they need to do Know any significant trends and be able to react Be as productive as possible

Your business, your roles?

Your business, your roles 23 ‘Standard roles’ out of the box Chances are none of them will fit You (probably) need to create your own 2016 is much better than 2015 Critical to buy in as it the key interface

Your business, your roles Try to create as few roles as possible Create ‘super’ roles then customise down Use noconfig option to restrict where needed

NUMBERS V GRAPHS v LISTs

WHAT’s the BEST Interface? Let’s try it out

Conclusions You don’t need the same thing multiple times Lists need to be short Make sure your numbers fit on a pane A shortcut is fine for most functions Try to keep it one click Be ruthless about too much - remember search

What changed in 2016?

What changed in 2016? Every queue is not a shortcut We can have more than integer counts We have events which can set values

Why are events important? We can update queue’s with more than flowfields or job queues

ROLECENTre per client type

Rolecentre per client type What do I want to see on my Desktop Tablet Phone Codeunit 1 allows an event to set per clienttype Makes the phone much more useable/productive See my blog for instructions

THE future – embedded POWERBI?

POWERBI Embedded in the future? Lets see what that might look like?

Thank you for attending Contact information James Crowter email: james.crowter@tecman.co.uk blog: www.dynamicbusiness.co.uk twitter: @jamescrowter

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