See continuation of this post here: Finalizing the Role Tailoring of Microsoft Dynamics NAV – Take II
“Dear partner and customer, it’s up to you!” That’s a little bit provocative and not all true, of course, we would very much like your help in completing the story on how to tailor Microsoft Dynamics NAV to any role.
We at HQ can’t complete the story alone because we don’t know exactly how features and functionality are being used in your solutions. This blog post is therefore meant as a repetition of some key concepts of role tailoring and an invitation to collaborate with you on defining remaining relevant role profiles and then to put together two configurations that we will ship as samples. See attached files.
Role tailoring is mainly represented by the 21 out-of-the-box profiles, which each has a specific Role Center with crafted Cues, selected actions and reports, and a navigation pane representing a selection of the Microsoft Dynamics NAV functionality relevant for the user of this profile. The chart part on each Role Center adds KPI capabilities through a selection of chart definitions. The MyCustomers, MyItems, or MyVendors parts and the notification part give overview and powerful short-cut ability. Role Centers can also contain external collaboration parts, such as Outlook and Connect.
The standard placement and visibility of fields on pages and in columns, as well as the selection of promoted actions, reflect historical choices that we made here at HQ. This out-of-the-box selection is a common denominator and represents a consensus reached when developing the functionality.
With configuration, the game has changed! The following outlines some of the new plays that we can make.
Deeper configuration of a profile:
Utilize Action Panes and Activities parts to introduce concepts or ideas to inexperienced users.
The sales order page, out-of-the-box, has Action Pane groups beginning with New and ending with Reports. By creating additional groups and organizing the menu items in a usage sequence, the functionality is surfaced in a manner that makes it easier to on-board. See the sales quote page for an alternative on how to sequence menu items in the Action Pane.
Utilize the ability to create “activity centers” on the navigation pane.
The return process, for both purchase and sales, has been utilized to exemplify how all relevant lists needed to complete a specific task (processing returns) are gathered in one “activity center” on the navigation pane. The role centers for the business owners have out-of-the-box similar structure of the navigation pane.
Request for Collaboration
Please implement and test the attached configurations and provide your feedback on the content and the effectiveness of the configurations. We would also appreciate any extra input you can offer, such as:
Concerning the Attached Configurations
To import a configuration, save the configuration XML file. In the RoleTailored client, click Departments, click Administration, click Application Setup, click Role Tailored Client, and then click Import Profiles.
The configurations files for Alicia (purchasing agent) and Susan (order processor) assume that the following functionality is used at the sample company:
Best regardsPhilippe Jacobsen firstname.lastname@example.org
Great job guys! I really like the item card ribbon (Card & List). Sales Info/Purchase info -> Great! That's what I used to do
- The ribbon in Quotes, Orders & Invoices should be the same as much as possible.
- The "Previous/Next" & "Send To" should be in all pages/Lists, all profiles.
- Some fine tuning in Order processor Role menu -> Documents should be listed as per real life flow: Quote, order, Invoice, Return, Credit. Should be the same in "Action"
- Sales List -> add "Amount" in list. We use that list in the "Send to Excel" intro and/or for filtering. (Nice to have)
- Would be interesting to have "My To Do" Part (To Do list filtered by user)
- Purchasing documents -> Purchase line details should be available by default (Like in sales - Sales line details)
that's it for now :-)
Keep up with the good work!