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Getting greater insight with Microsoft Dynamics NAV 2013 Role Centres

With the release of Dynamics NAV 2013, Microsoft has improved the Role Centre functionality. The Role Centre concept was first introduced in Dynamics NAV in the previous version and in the previous version users had the choice of the Role Tailored client or the older classic client. In Dynamics NAV 2013, there is only one client option: the Role Tailored Client. The 2009 version of the Role Centre was reasonably static but with Dynamics NAV 2013 Microsoft has really put some power into the users’ and administrators’ hands.

Microsoft provides 21 role centres out of the box, based on the most common types of roles users perform in organisations using Dynamics NAV.

Below is a role centre I’ve configured using the president role centre. Users are able to individually select which parts they want to show on their role centres.

The new visualisations offer some great options for BI:

  • Top left shows financial performance, which is charting an account schedule. You can create any account schedule and show up to six different measures, and it offers drill-down from the chart into details.
  • Top right is the cashflow part, showing a chart based on the new cashflow forecasting functionality – again offering drill-down to cashflow transactions.
  • Middle right is the new sales performance which allows me to write a sales analysis (think account schedule for sales) showing sales data. There are also equivalent ones for purchasing and inventory.
  • Bottom left is an example of the standard charts, which were available in the previous version of Dynamics NAV. 

 

Standard charts

 

 

The next example below is based on a shipping and receiving role centre:

  • Top left is the Activity part, which shows expected receipts and shipments due. The queues grow as more transactions are created. These queues offer greater insight into the tasks a user should be focusing on.
  • Top right is the ‘My Customers” area where I can create some shortcuts. There is also similar functionality for Items and Vendors.
  • Middle right is trailing sales orders, which is a standard chart part showing unshipped sales orders by period (note that the work date for this system is 01/08/2014).
  • Bottom right is an example where I’ve created my own chart; and next I’ll show how I did it. The chart is simply outstanding purchase lines by status, showing original quantity and outstanding quantity.
  • Bottom left is the Notifications which can be used to attach notes to records then notify someone within Dynamics NAV.
  • Above that is the new Job Queue which helps you view jobs associated with the new background posting functionality. Background posting can be enabled for posting of sales and purchase orders and allows you to manage your resources better.

 

 

The image below shows how I create the outstanding purchase line chart from my role centre above. The source type can be a single table or a query, which allows me to combine one or more tables. Once I have my source I can select up to six measures, chart types, axis and description information. Once these charts are created they are available for all users to show on their role centre.

 

 

So the new role centres for Dynamics NAV 2013 offer real self-serve capability, making employees more productive. 

To hear more about the new features of Dynamics NAV 2013, attend our Dynamics Day event: www.intergen.co.nz/dynamicsday

Posted by: Derek Lamb, Solution Specialist, Dynamics Solutions | 08 October 2012

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