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How Different Roles Use the Same Business Central ERP Differently
02
Feb

How Different Roles Use the Same Business Central ERP Differently 

One of the strongest points of Microsoft Dynamics 365 Business Central is that all users work within the system but do not experience the system in the same way. For a CFO, Business Central is essentially a financial control tower. It’s an inventory nerve centre for the warehouse manager because everything is in real time. It is a deal-closing tool for the sales representative. For the buyer, it’s the crystal ball of the supply chain. Same ERP, completely different worlds. Now, let’s get into Business Central and observe how various people utilize it in their own, special way.  Finance & Accounting: The Guardians of the Numbers  For Financial professionals, Business Central means accurate, compliant, and transparent operations. They live inside:  Their goals:  Features They admire:  To finance, the control system of their business is Business Central.  Warehouse & Inventory Teams: The Real-Time Operations Hub  To warehouse teams, Business Central is much more than an accounting system-it’s a command centre each day. They focus on:  Their goal:  Features they rely on:  For them, Business Central is the real-time nerve of the warehouse.  Sales Teams: The Revenue Engine  Sales reps have one thing on their minds: Can I close this deal and ship it on time? They use:  Their objectives:  For sales, Business Central is your deal accelerator.  Procurement & Purchasing: The Supply Chain Brain  Buyers and procurement managers use Business Central to ensure that stock never runs out and never overflows. They dwell in:  Their Goals:  Features they rely on:  Regarding procurement, Business Central serves as the negotiation and forecasting engine.  Manufacturing Operations and Production Layer: Execution Layer  In manufacturing and assembly operations, Business Central transforms into a “factory brain.” They use:  Their Goals:  Features they admire:  To the operations side, Business Central is the pulse of the plant.  Executives & Managers: The Decision Cockpit  A leader isn’t a participant in a transaction, but consumes: THEIR GOALS:  For them, Business Central is a real-time business dashboard.  IT & ERP Administrators: The Control Tower  Admins don’t manage a business; instead, they protect a business. They manage:  Their goals:  For IT professionals, Business Central acts as a governance and integration platform.   One System. Many Perspectives. Total Alignment.  “The real magic of Business Central is not that everyone uses it, it’s that everyone uses it together.”  All from the same data, all in real time, with no silos. It is this that makes Microsoft Dynamics 365 Business Central more than the traditional systems and turns it in complete business operating mechanism. 
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Dashboards That Talk Back: Making Role Centres Actually Useful
26
Jan

Dashboards That Talk Back: Making Role Centres Actually Useful 

Typical ERP dashboards are very impressive looking, but they do not contribute to running the business.  However, they do not tell you what to do. Microsoft Dynamics 365 Business Central is different but only if you understand how to use the tool effectively. The Role Centres in Microsoft Dynamics 365 Business Central aren’t just dashboards. They’re interactive command centres.  What is the Role Centre in Business Central?  A role centre is the first screen displayed when accessing the Business Central system after login.  “But it’s not just a homepage, it’s a personalized workspace designed around:”  A CFO, warehouse manager, buyer, and sales representative should not share the same Role Centre. That’s the whole point.  Why Most Role Centres Fail  Most firms do not customize these. They leave:  They carry on doing so until the users stop paying attention and then they go back to Excel. The ERP turns into a data warehouse instead of being a decision engine. It’s a configuration problem, not a tech problem.  How Role Centres should be   An ideal Role Centre must be able to provide answers to following three queries each morning:  If the Role Centres in your Dynamics solution are unable to provide these answers, they are not functioning correctly.  Cues: The Most Powerful (And Overlooked) Element  Cues refers to the clickable tiles shown with numbers such as:  “But they are not just numbers,” Scott Kelly, they are:  Just click one, and you’re right into the list of records to act. They are talking dashboard.  Notifications & Alerts = ERP That Speaks Up  Business Central can:  Instead of manually checking reports, BC tells you when something needs attention. That’s the difference between passive and active systems.  Personalization Turns Noise into Clarity  Using Personalize, each user can:  Two people can be on the same page and see totally different things. That’s how Role Centres become useful.  Power BI Tiles Bring Strategy into Daily Work  With Power BI, embedding can be directly done into Role Centres. This means:  are visible the very instant a user logs in.  Not in some separate tool.  Not in the current monthly report.   Right where work gets done.  Workflows: Turning Dashboards into Action  Approvals, reminders, and automated activities can all start from the Role Centres. That means:  All of this without having to leave the dashboard.  What Great Role Centres Look Like  CFO sees:  Sales sees:  Warehouse sees:  Same ERP. Variable command centres.  Final Thoughts: Your ERP Should Talk to You  If your ERP dashboards only shows data, then it’s useless. If it tells you what you need to pay attention to and you get to do something about it, it’s very powerful.  Business Central Role Centres were developed to be:  When implemented properly, these become the brain centre for your business. Its not a report or just a home page, but a breathing, living command centre. 
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