CON250: Know Your Role (Centers)

Is Role Tailoring a Cornerstone in your implementations or an afterthought?

Session Objectives & Agenda

• Background: Why are we RoleTailoring?

• Complement to Security

• Managing Role Centers at different levels

• Working with Role Center Activities

• Working with Charts

AJ Ansari

NAV Product Manager

AJ.Ansari@InterDynBMI.com

Background

Bedtime Reading: Microsoft Dynamics RoleTailored Business Productivity Whitepaper

(2007)

Background

Background

Background

RoleTailoringUnderstanding the Relationships

Understanding the Relationships

• Profiles – 25 out of the box with NAV 2016

• Role Centers

• Activities

• Cues

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What are we trying to change?

• The nature of the change defines what we need to modify

• With an end-user license, you can make all but one type of change: the type that requires C/AL code

• Modifying the Ribbon and Navigation Menu

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Tracing your way back

• Start with the Profile (page)

• Find the Role Center ID

• Find the Activities Page

• Find the Source Table for the Activities Page (Cue)

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Creating New Cue Items

• What version of NAV are you using?

• Up to NAV 2013 R2: Cues show Counts of Items

• NAV 2015 & Newer: Can show Scorecards and counts, Enhanced Cues

• Flowfields and Flowfilters

• Drilldown Pages

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Charts

The Different types of Charts / KPIs

• Analysis View Driven Charts

• Cash Flow Driven Charts

• Account Schedule Driven Charts

• Generic (Query / List) Driven Charts

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