Smart role centres: how Business Central adapts to every role

Every role in an organisation has different needs. A warehouse worker looks at very different information than a finance manager. Yet they often work in the same system. The result? Unnecessary searching, wrong clicks and wasted time.

But it can be different. Microsoft Dynamics 365 Business Central shows, with its Role Centres, how an ERP system can truly work for you.

What are Role Centres?

Imagine starting your day and seeing exactly what you need on one screen. No unnecessary buttons, no detours. That’s a Role Centre.

It’s the start screen of Business Central, automatically tailored to your role. It shows tasks, figures and alerts that are relevant to you. Nothing more, nothing less.

A finance professional sees very different information than someone in sales. And that’s exactly the point.

Why this works

The idea behind Role Centres is simple: when you only see what you need, you work faster and make fewer mistakes.

Instead of navigating through menus and reports, you click straight through to what matters: an overdue invoice, a delayed shipment, a KPI that’s dropping. Everything is ready on your dashboard.

The result? Less noise, more action.

A few practical examples

Finance dashboard – insight at a glance
A finance professional starts the day with key insights:

• How’s the cashflow?
• Which invoices are overdue?
• How do costs compare to the budget?

It’s all right there. If five invoices are overdue, you’ll immediately see it as a cue on the dashboard and click straight through to the details.

Sales dashboard – control over the order flow
A sales employee instantly sees:

• How many quotes are open?
• Which orders still need to be shipped?
• Which deliveries are delayed?

With one click you can create a new quote or check stock levels for a product.

Warehouse dashboard – knowing what needs action now
For warehouse staff, speed is crucial. That’s why their dashboard immediately shows:

• Which orders need to be picked?
• What still needs to be booked in?
• Which items are low in stock?

Is there a delayed shipment? It will be highlighted in red. Is there a stock count task? It’s visible the moment you log in.

Less searching, more doing

Whatever your role is, if you see the right information at the right moment, you perform better. Role Centres make that possible.

They help you:

• work faster
• make fewer mistakes
• make smarter decisions

You waste less time navigating and avoid letting important tasks slip through the cracks.

Also tailored for your organisation

Not every role fits neatly into a standard box. Luckily, Business Central is flexible. You can adjust, expand or fully redesign Role Centres to match your processes.

Do you have unique roles, like a quality manager or rental coordinator? Simply adapt an existing profile or create a new one from scratch.

Even individual employees can customise their dashboard to work in the way that suits them best.

In short: make your ERP work for you

An ERP system should help you – not slow you down.

By using Role Centres, Business Central transforms from a complex system into a personal dashboard that shows exactly what you need.

For companies this means:

• faster processes
• better overview
• smarter decisions

And for employees: less frustration and more focus.

Our advice?
Make sure your ERP system evolves with your people. Tailor the interface to what they need. That way you get more out of your system  and your team.