At a Glance
Role Centres in Microsoft Dynamics 365 Business Central are personalised dashboards tailored to each user’s role, from finance to operations. They simplify navigation, highlight critical tasks, and boost productivity with activity tiles, charts, and shortcuts. Brookland Solutions provides expert training and support to help businesses customise Role Centres for smoother, more effective ERP workflows.
Roles and Permissions in Business Central
Microsoft’s ERP systems are known for their limitless potential for making business operations simpler and streamlined. However, at times, users, especially those new to systems like Microsoft Dynamics 365 Business Central, may find themselves unable to manage the various features and interfaces effectively.
One thing that can help users gain a better understanding of how everything works in Business Central is getting familiar with role centres.
In this guide, we explore what role Role Centres play in BC, why they are important, and how they can improve your daily operational workflows.
What are Role Centres in Business Central?
Role Centres in Business Central are personalised dashboards that provide all the information you need based on your specific user role. For example, if you have a specific role, that of an accountant or a warehouse manager, you can access a custom homepage based on your role’s needs; this is called the role centre. It serves as a personalised workflow homescreen for users.
You can choose Role Centres that reflect different aspects of your business, such as sales, finance, or customer service.
Why Role Centres Matter for BC Users
When you’re starting out with BC, one of the biggest challenges is knowing where to find what you need. This is where Role Centres come in, highlighting only the information relevant to your job.
Role Centre provides everything at your fingertips, so there’s no need to click through menus to find what you need. From tasks and reports to shortcuts and charts, find everything easily without much fuss. This makes learning Dynamics 365 Business Central easier for beginners.
Features of a Business Central Role Centre Page
Here’s what you’ll typically see on the Business Central Roles page:
User-Centric Design
The page is designed according to the user’s role, showing tasks, important data, and quick links relevant to your business role.
Navigation and Actions Area
The Navigation and Actions area provides quick links to the tools and objects you use most often, like reports, pages, and codeunits. It allows users easy access and navigation to relevant pages for viewing data and performing tasks.
Content Area
This area shows information and tasks important to a user’s daily work, helping them focus on their responsibilities.
Activity Tiles
Activity Tiles displays a real-time count of tasks like pending approvals or open invoices, highlighting tasks that need immediate attention.
Reports and Charts
Get quick access to financials, sales trends, or inventory snapshots without wasting any time.
Customisation
Even if you share the same role as someone else, you can customise your page to match your preferences. You’re free to rearrange sections, add shortcuts to external websites and documents, and pin favourite reports.
Switching
When you’re a part of a cross-functional team or a part of a BC implementation project, you can switch between role centres. Go to “My Settings” to choose a new role from the list. Switching role centres gives you a peek into how others use the system and what data they see.
If you’ve signed up with Brookland Solutions, your dedicated consultant will walk you through the Business Central roles and support you through the process.
7 Helpful Tips for Using Role Centres
Make the most of your Role Centre experience with these 7 helpful tips:
- Start with your default Role Centre and get comfortable.
- Make sure role centres are named clearly and consistently for users to identify them quickly.
- Use the “Tell Me” search bar to find pages quickly. It’s one of the best productivity tools built into Business Central.
- Bookmark important reports or charts for quick and easy access.
- Regularly review and update Business Central roles time and again.
- To make global changes, use the customisation options and adjust fields and tiles, making them visible to all users in that Role Centre.
- Go ahead and experiment. The more you play around with the features, the more comfortable you’ll get.
Get Comprehensive Training and Support from Brookland Solutions
Personalising and customising role centres in Dynamics 365 Business Central improves the way you work. These dashboards are more than just attractive interfaces; they’re smart, role-based tools that help BC users stay focused, organised and productive. Whether you’re a finance professional, sales head, or operations manager, make sure you tailor and optimise your Role Centre to adapt to your needs.
Whether it’s providing training on managing roles through Role Centre or helping your team adapt to new extensions, Brookland Solutions can provide comprehensive support and training from the get-go.
We’ve been a long-standing Microsoft Silver partner, with rich industry experience in ERP implementation, migration, upgrades, and more for Dynamics products, particularly NAV and Business Central.
If you need any help in making Business Central work for you, contact our team today.
