Microsoft Dynamics NAVThinking RoleTailored How to Look into Your Organization

• To take full advantage of RoleTailoring• Reflect your business in the application

Looking into Your Organization

Finance

OperationsSales and Marketing

• What’s the effort?• Assign standard roles to employees• Align set of List Places with their tasks• Optional activities• If you see a benefit in them

Objectives• Learn what it takes to make your users feel

their Microsoft Dynamics NAV was made for them:

• Prepare for a quick configuration of users

• Help reduce training

• Make your employees more productive

• Be agile in changing task assignments

RoleTailoring Activities

Pick Standard “User Profiles”

Promote Relevant “Places”

DEMO

Picking a User Profile,Promoting Relevant "Places"

Benefits• Quick start with suggested User Profiles• Easy to clone and modify one

• Simple to add pages from Departments

Required Activities

Pick Standard “User Profiles”

Promote Relevant “Places”

Pick Standard “User Profiles”

Promote Relevant “Places”

Optional Activities

Reflect Processes + People

Provide Overview

Reduce Navigation

Support Task Flow

Reflect Processes + People

List Process Steps• Pick process steps • From the Customer Model• Or just list the ones you do

EduardoEduardo

AliciaEduardo

AliciaAlicia Alicia

Alicia

SammySammy

John John John JohnSammy

John John

Move productPut-awayPickPack and dispatchSelect carrierGenerate ship documents

EduardoAggregate requirementsPlan resource availabilityCommunicate plans

AliciaPlan material requirementsIdentify sources and supplySelect suppliersAuthorize supplier paymentManage return goods

SammyInspect return productsSchedule warehosue activitiesCount inventory

John

EduardoEduardo

AliciaEduardo

AliciaAlicia Alicia

Alicia

SammySammy

John John John JohnSammy

John John

Processes and Tasks in the UI

People

Warehouse processes

Customer Model UI

Process Flow

Print picking list Pick items Register pick Print packing slip…

Industry/Company

“Pick”

“Pack”

“Ship”

Warehouse worker

Navigation Window

Task Pages

Print picking

list

Register pick

Role Center

Picking items

Packing orders

Shipping orders

…

Group Your Employees

Warehouse Worker

“Pick”

“Pack”

“Ship”

Warehouse Worker

Job Description User Profile

• Microsoft Dynamics NAV 2009 groups employees in User Profiles

Group Your Employees• How many User Profiles?• Specialists and managers• Usually always a separate User Profile for each

• Transaction handlers• Make a User Profile per job description• If transaction volume grows, add more people

Group Your Employees• Can only identical jobs share a User Profile?• If 5 warehouse workers do near-identical work• Let them share one User Profile • Use personalization to add an extra element for one

person

Benefits• Prepare for smooth configuration of users• Get it right the first time

• Productivity• No training to find my links• Single-click access to my data lists

• Easy to adapt to change later• Add task once to “User Profile”• Move between “User Profiles”• Add new employee to a “User Profile”

Provide Overview

Personalization and More

• Configuration (“Mass-personalization”)• Done by power-user (or partner)• Hide/show elements for a User Profile• Maintain each User Profile to stay aligned

with the company processes

• Personalization• Done by user• Hide/show elements for me• Fine tailor my user experience to fit my way of

working• Customization• Done by partner• Builds additional elements and UX building

blocks• Create new user profiles

DEMO

RoleCenter Configuration

Benefits• Productivity• Very simple menu with “places”

• Quality• I can monitor my own

performance

• Can see the status of my processes• Can better plan what to attack first

• Get one-click access to key records

Pixel Positions

Page Definition

Configuration Delta

Personalization Deltas

-C +D

ABDABC

ABC [DE] -A + E

BDE

Database

Client

Company

User Profile

Individual

A Delta of Changes

Reduce Navigation

Promote Related Information

• Show preview of the record• I can see this is the right record to work on

• Show related information• I can see enough details to make a decision• I’m aware of records related to this one.

DEMO

List Place Configuration

Benefits

• Increase productivity• I can see if I selected the right record• Without opening it

• I can act directly in the List Place• I see details about the record• I can decide which action to select

Support Task Flow

Show Command Sequence• Show frequently used actions• In the Action Pane

• Group them • Per task, per process, per document status…

• Order the actions in each group• Show the sequence of use

• Make typical or initial actions large• Small: Alternative s or less frequently used

DEMO

Task Page Configuration

Benefits Reduce trainingBuild an agile work force

Make informed decisionsIncrease productivity

Wrap-Up

You Decide on the Effort• Doesn’t need to be a “project”• Quickly adapt standard user profiles

• You choose the degree of configuration• Only configure elements that provide you

benefit• You can go back at any time to do more

React to

Change

Optimize Over Time

Pick Standard “User Profiles”

Promote Relevant “Places”

List Process Steps + People

Provide Overview

Show Process Sequence

Support Task Flow

thank you

Questions

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