Microsoft Dynamics NAV with CDS Group: Role Tailored for your Team

Role Tailored for your Team

The role tailored users experience supports the roles your people play. Whether it's for your IT Manager or Finance Direcor, each user profile can have its own Role Center that that helps the user:

  • Perform tasks effectively and comfortably
  • Take effective action
  • See the positive contributions they make
Clutter can be overwhelming. A cluttered drawer, a cluttered desk…..a cluttered desktop. That’s why Microsoft Dynamics® NAV 2009’s RoleTailored User Experience focuses on uncluttering your office workstation. It hides the 90 percent of the features you don’t need to see to promote the actions and information that you do need. The uncluttered window provides a clean, clear overview of upcoming tasks to help you prioritize effectively and increase productivity. So each team member gets just what they need to do their job productively and efficiently.

What is a Role Center?

To use Microsoft Dynamics NAV, your employees log into a Role Center: their own user profile and personal place in your business management system. It displays the tasks and activities they need to perform, providing them with an overview of what they’ve done and what’s next in line. In short, it enables them to focus on their tasks and organize their time – the way that works best for your company.

But that’s not all. Personalizing your Role Center is easy Another aspect of the RoleTailored approach that can have a great impact on your company’s agility is that each Role Center is extremely easy to personalize – without the help of a programmer.

Take Phyllis the Accounting Manager. When she wants to personalize her Role Center, she can do it herself. By showing or hiding elements, she can choose the level of complexity she works with, perhaps adding more features as her own role expands, or removing things she doesn’t use. On her own. Phyllis’ Role Center, along with the Role Centers of her colleagues who share her role, can be configured by her manager or a super-user. This controls the level of access Phyllis has to the system. High access gives her greater autonomy; more restricted access makes for greater security for the company.

 

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