1. 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 

2. 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

3. 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?

4. The Rolecentre objective?

5. 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

6. Your business, your roles?

7. 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

8. 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

9. NUMBERS V GRAPHS v LISTs

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

11. 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

12. What changed in 2016?

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

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

15. ROLECENTre per client type

16. 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

17. THE future – embedded POWERBI?

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

19. Thank you for attending
Contact information
James Crowter
blog:

20. Thank you for attending
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