top of page
Writer's pictureMichelle Serna

🌟 An Unsung Hero of Business Central: The Profile (Roles) Functionality 🌟

In the dynamic world of business software, certain features shine brightly, pivotal to the user experience yet often overlooked. We discovered that we customize the Profiles only a few months ago, and definitely wondered how long it existed! 


Today, I want to spotlight an unsung hero of Dynamics 365 Business Central - the Profile (Roles) functionality. This powerful feature is the cornerstone of a personalized and efficient user experience, both for end-users and consultants alike; enabling us to change/personalize pages based on the Role assigned to the user.


For end-users, imagine the ease of logging into Business Central and finding a dashboard tailored precisely to your role. A sales manager sees their pipeline, a warehouse supervisor gets instant access to inventory levels, and an accountant has financial reports at their fingertips. This isn't just a convenience; it's a game-changer in productivity. For instance, a client recently shared how the Profile (Roles) functionality transformed their day-to-day operations. By customizing the sales team's Role Center, they reduced the time spent navigating the system by 30%, allowing more time to engage with customers and close deals. Previously, they were each making the same changes individually in Personalization.


Consultants, on the other hand, revel in the agility that Profile (Roles) brings to implementations. Customizing Business Central to fit the unique processes of each client is a breeze. Take the case of a consultant who leveraged this feature to add fields to eh Purchase Order Listpage. This consultant needed the Amount excluding tax, but it wasn't yet available on Personalization. I told her, let's try the Profile(Roles) and see if we are lucky enough with the Preview of more field availability! Too our surprise, and delight, it was! This saved her tons of time validating data during an implementation instead of exporting on Configuration Packages or Edit in Excel or Export to the Table, etc. Just a cool simple field add to the page that we then got to use the Analysis features to quickly tally and pivot the data. Such an easy win!





The beauty of the Profile (Roles) functionality lies in its simplicity and impact. It empowers users with a focused interface, enhancing productivity, and it provides consultants with a tool to deliver bespoke solutions swiftly. It's time we celebrate this feature for the hero it truly is in the Business Central universe!


Let's continue to explore and harness the full potential of Business Central's Profile (Roles) functionality. Here's to efficiency, customization, and the power of a well-designed user experience! 🚀


27 views0 comments

Comentários


bottom of page