Easier to choose the right Role Center
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Aug 5, 2020 |
Oct 1, 2020 |
Feature details
The Role Center is the home page, a landing page that is designed for the needs of a specific role in an organization. Depending on your role, the Role Center gives you an overview of the business, your department, or your personal tasks.
The default role assigned to most new users is Business Manager, but you can switch to another role that uses a Role Center that fits your needs better.
With this release, we made the list of available roles clearer.
In earlier versions, the default company includes roles of which some roles have only the navigation menu as content. Those roles defined the content of the Role Explorer feature, but were often chosen by users who mistook them for actual Role Centers. To reduce confusion, those profiles are now filtered from the list of available Role Centers. The following table reflects the list of excluded roles.
| Profile ID | Caption | Role Center ID |
|---|---|---|
| ADMIN | Administration | 8900 |
| FIN | Finance | 8901 |
| HR | Human Resources | 8902 |
| MANUFACTURING | Manufacturing | 8903 |
| PROJECTS | Project | 8904 |
| PURCH | Purchasing | 8905 |
| RESOURCING | Resource | 8906 |
| SALES | Sales And Marketing | 8907 |
| SERVICES | Service | 8908 |
| WAREHOUSE | Warehouse | 8909 |
If, for any reason, you want to make these roles available again, make sure that the description doesn't contain the wording navigation menu only. We use that string to filter out the roles.
We slightly repurposed the existing Role Centers to make them more focused on a department’s needs.
| Profile ID | Old caption | New caption | New description | Role Center ID |
|---|---|---|---|---|
| DISPATCHER | Dispatcher - Customer Service | Service Manager | Functionality for service managers to help track progress, organize the fleet of service technicians, manage material costs, and invoice customers. | 9016 |
| PRODUCTION PLANNER | Production Planner | Manufacturing Manager | Functionality for managers who oversee manufacturing tasks such as designing products, planning loads on the shop floor, tracking work in progress, and managing resource and material costs. | 9010 |
| SHIPPING AND RECEIVING | Shipping and Receiving - Order-by-Order | Inventory Manager | Functionality for inventory managers, including procurement, operation with multiple locations, and various warehouse tasks. | 9008 |
Of course, just changing names is rarely enough, so we also enhanced the content of these and other Role Centers to better reflect their new purpose:
- Changes for page 9010 Production Planner Role Center:
- New caption: Manufacturing Manager
- Added Machine Operator Activities part
- Navigation menus are extended with Consumption, Output, and Capacity Journals, both regular and recurring ones. More elements such as Work Shifts, Shop Calendars, Work Center Groups, Stop and Scrap Codes can be found under the Capacity group.
- New actions of type create are added to the Action Bar. In addition to Planned Production Order, users can create Firm Planned Production Order or Released Production Order.
- Changes for page 9016 Service Dispatcher Role Center:
- New caption: Service Manager
- New Service Orders - Today cue on the Service Dispatcher Activities part
- Changes for page 9008 Whse. Basic Role Center:
- New caption: Inventory Manager
- Added a WMS Ship & Receive Activities part that also received new cues to show the number of unassigned warehouse pick, put-aways, and movements.
- Navigation menus are extended with all types of sales documents, such as Invoice, Quote, Order, Return, and Credit Memo, both drafts and posted. More elements, such as Item Charges and Item Attributes, are available under Sales. Archived purchase documents can be found under Posted Documents.
- New actions of type create are added to the action bar. Users can create new warehouse shipments and warehouse receipts straight from their home page.
- New actions of type processing are added to the action bar. Users can open warehouse worksheets, such as the Put-away Worksheet, Pick Worksheet, or Movement Worksheet, as well as the inventory planning worksheets: the Requisition Worksheet, Planning Worksheet and Order Planning pages.
- Changes for page 9026 Sales & Relationship Mgr. RC:
- Navigation menus are extended with all types of warehouse documents, journals, and worksheets, and documents such as Invoice, Quote, Order, Return, and Credit Memo, drafts, posted, and archived. More elements such as Items, Locations, Shipping Agent, Catalog Items, Stockkeeping Units, and Bin Contents can be found under Reference Data.
- From the navigation bar, users can open Sales Orders - Microsoft Dynamics 365 Sales.
- New actions of type create are added to the Action Bar. Users can create new sales quotes, sales invoices, sales orders, sales return orders, and sales credit memos straight from their home page.
- Changes for page 9006 Order Processor Role Center:
- Layout changed to Normal for the Sales Quotes - Open and Sales Orders - Open cues on the SO Processor Activities part.
- Navigation menus are extended with all types of archived sales documents.
- Changes for page 9022 Business Manager Role Center:
- Part "Product Video Topics" is hidden because its content is now available in the Assisted Setup page.
- Changes for page 9027 Accountant Role Center:
- Part "Product Video Topics" is hidden because its content is now available in the Assisted Setup page.
While each Role Center consists of a unique collection of parts and actions, they also have a lot in common. The following elements apply to every Role Center:
| Profiles enabled by default | User Tasks Activities | Approvals Activities | My Job Queue | Power BI Report Spinner Part | Report Inbox Part |
|---|---|---|---|---|---|
| page 9022 Business Manager Role Center | Added | Added | Added | ||
| page 9027 Accountant Role Center | Added | Added | |||
| page 9015 Job Project Manager RC | Added | Added | Added | ||
| page 9010 Production Planner Role Center (new caption: Manufacturing Manager) | Added | Added | Added | ||
| page 9026 Sales & Relationship Mgr. RC | Added | Added | Added | ||
| page 9024 Security Admin Role Center | Added | Added | Added | Added | |
| page 9016 Service Dispatcher Role Center (new caption: Service Manager) | Added | Added | Added | ||
| page 9008 Whse. Basic Role Center (new caption: Inventory Manager) | Added | Added | Added | ||
| page 9006 Order Processor Role Center | Added | Added | |||
| page 9000 Whse. WMS Role Center | Added | Added | |||
| page 9009 Whse. Worker WMS Role Center | Added | Added | |||
| page 9028 Team Member Role Center | Added |
| Role centers without profiles or where profiles are not enabled by default | User Tasks Activities | Approvals Activities |
|---|---|---|
| page 9001 Accounting Manager Role Center | Added | |
| page 9002 Acc. Payables Coordinator RC | Added | |
| page 9003 Acc. Receivables Adm. RC | Added | |
| page 9018 Administrator Role Center | Added | |
| page 9004 Bookkeeper Role Center | Added | Added |
| page 9014 Job Resource Manager RC | Added | |
| page 9013 Machine Operator Role Center | Added | |
| page 9007 Purchasing Agent Role Center | Added | |
| page 9021 RapidStart Services RC | Added | |
| page 9017 Service Technician Role Center | Added | |
| page 9011 Shop Supervisor Mfg Foundation | Added | |
| page 9012 Shop Supervisor Role Center | Added | |
| page 9020 Small Business Owner RC | Added |
With the changes described here, we hope users will be able to find a Role Center that fits their needs better. Remember that you can always enhance your Role Center by bookmarking a page or report, or by hiding or unhiding parts.
Important note about the upcoming upgrade
As you can see, multiple Role Centers received new elements. For these Role Centers to properly work, we must adjust permissions. The next update will include updated license, entitlements, and standard permission sets. However, it is important for administrators to update any customized permissions sets, so that users will not experience disruption once the tenant is upgraded. Here are some objects that you should consider adding to any customer-specific permission sets upfront.
| Element | Objects |
|---|---|
| Approvals Activities (New page and table) | page 9144 Approvals Activities, table 9144 Approvals Activities Cue, page 658 Approval Entries, page 654 Requests to Approve, table 454 Approval Entry |
| User Tasks Activities | table 1170 User Task, page 1170 User Task List, page 9078 User Tasks Activities, codeunit 1174 User Task Management |
| My Job Queue | page 675 My Job Queue, table 472 Job Queue Entry |
| Power BI Report Spinner Part | page 6303 Power BI Report Spinner Part, codeunit 6301 Power BI Service Mgt., codeunit 6317 Power BI Session Manager, page 6319 Power BI Management, table 6304 Power BI User Configuration |
| Report Inbox Part | page 681 Report Inbox Part, table 477 Report Inbox |
Tell us what you think
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See also
Change Basic Settings (docs)