Wednesday, November 23, 2016

Dissecting Dynamics AX Role Centers

Here is another blog from a while back that I want to revive. Role Centers are often one of those added benefits/features of AX that many companies did not implement during the original go-live and is a great way to add value to your end users especially if you are not ready to upgrade.

Wouldn’t it be nice to come into work in the morning, open up Dynamics AX, and see everything that you could possibly want to see in one place?  It may seem like a pipe dream, but not really.  Dynamics AX has a feature called the Role Center that will do this and more for you, without breaking a sweat.


In this walk through we will give you an overview of the Role Centers, how you can tweak the standard ones that come out of the box, and also how you can add additional features that may make your life a little easier.
Over 30 standard Role Centers are delivered with the standard Dynamics AX deployment, and are set up by functional role within the organization.  When your user is set up in the system, it is associated with a default role, which will give you an initial Role Center view that you can then personalize.
Now it is important to note that role centers are no longer available in Dynamics 365 for Operations and are replaced with a new concept of Workspaces. So if you are looking for short term value-add in your current implementation try sticking to the out-of-the-box role centers and keep customization to a minimum. Also, be sure to keep an eye out for a new article about Workspaces in Dynamics 365 for Operations in the near future.

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