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How Role Tailored Functionality in Microsoft Dynamics NAV Increases Productivity Across your Business


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One of the great features of Microsoft Dynamics NAV (and Microsoft’s other Dynamics ERP solutions) is its Role Tailored functionality. If you’re researching or comparing ERP software solutions, it could be easy to dismiss this as some obscure feature or buzzword. But Role Tailored functionality is important: it increases the productivity of individuals and teams, and clearly positions Microsoft Dynamics products above competitive mid-market ERP solutions.

Role Tailored functionality basically means that some areas of Microsoft Dynamics NAV are pre-configured to help people work more efficiently, based on their job role. The software shows users the specific information they need to perform their daily tasks. Perhaps more importantly, it also takes out the information people don’t need to see, so they don’t get distracted or overwhelmed. The result is that each user’s work-space is uncluttered and displays only useful, relevant information. In this way, Microsoft Dynamics NAV’s role tailored functionality helps people stay organized and focused, while enabling them to prioritize better and work more productively.

As well as increasing productivity, the role-tailored design reduces training and increases user adoption rates. So how did the designers and developers at Microsoft decide how people work and the information they need? The answer is through a lot of detailed research.

During the development of role-tailored functionality for its Dynamics ERP products, Microsoft surveyed thousands of people working in key areas of successful businesses. These were real people working in real organizations. They studied how they worked and why they did tasks in particular ways. They developed, tested, adapted and improved the product until they had a highly intuitive, easy to understand, easy to use, and above all effective ERP solution.

Microsoft Dynamics NAV is supplied with 21 specific roles ‘out of the box’. These roles are for individuals and teams using Microsoft Dynamics NAV for accounting and finance, or in sales, marketing, IT, production, logistics, customer service and senior management positions. For people that do more than one job, it’s possible to combine more than one role.

Despite the extensive research and finely honed roles in Microsoft Dynamics NAV, people’s jobs, and the way they do things does vary. Everyone is different. Individuals have different ways of performing tasks, and businesses have different processes and practices. So, Microsoft Dynamics NAV also allows users to personalise the software to suit how they work.

As well as having a work space already set up for the type of job you do, you can also add, remove, or change the information displayed, and make sure it fits in with precisely the way you work. You don’t need any programming, technical or specialist skills to do this. So, when you log in to your personal area of Microsoft Dynamics NAV, it will show you the information you need, your tasks and activities, what you’ve recently done, and what you need to do next – just how you want it to.

If you want the system set up this way, all users at all levels and in all roles can personalise their part of the system. Or you can restrict who is able to do this, and for example appoint an administrator to set up individuals or teams in a particular way. It’s whatever best fits the requirements, strategy, and culture of your business.

People are an organization’s most important asset. Microsoft Dynamics NAV helps ensure that your people have a great tool to work with. Having an ERP solution that works the way people work helps them be more productive, efficient, and fulfilled in their role.

By Concentrix TSG Microsoft Dynamics NAV and CRM specialists

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