1. CON250:
Know Your Role (Centers)
Is Role Tailoring a Cornerstone in your implementations or an
afterthought?

2. 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

3. AJ Ansari
NAV Product Manager
AJ.Ansari@InterDynBMI.com

4. Background
Bedtime Reading:
Microsoft Dynamics RoleTailored Business Productivity Whitepaper
(2007)

5. Background

6. Background

7. Background

9. RoleTailoring
Understanding the Relationships

10. Understanding the Relationships
• Profiles – 25 out of the box with NAV 2016
• Role Centers
• Activities
• Cues
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11. 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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12. 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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13. 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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14. Charts

15. 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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16. Thank You!
Please remember to fill out your session survey using
the Directions 2015 Mobile App!