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Business Central

Microsoft D365 Business Central Role Center

This post explains about Microsoft D365 Business Central Role Center. The strength of Microsoft D365 is its role tailored experience that assists users to focus on the work that is important to them. Microsoft Dynamics 365 Business Central Role Center is an integral part of the role tailored experience. Being a developer, role tailoring should be the foundation for your Role Center design.

The Role Center is the user’s entry point and home page for Dynamics 365. You can develop many other Role Centers, where each Role Center is customized to the profile of the intended users.

Role Centers are based on a user-centric design model. You should design a Role Center to give users quick access to the information that is most important to them in their daily work displaying information that is pertinent to their role in the company and enabling them to easily navigate to relevant pages for viewing data and performing tasks.

D365 Business Central Role Center Overview

1. Customizing a Role Center from the Client

In the client, users who work across multiple roles can easily switch Role Centers to shift their focus to different tasks. Users can personalize their Role Centers by rearranging the content as they like.

As the developer or the administrator, you can use Designer to customize the Role Center the same process that individual users personalize their own workspaces. The difference is that the changes you make are applied to all users assigned to the Role Center.

2. Role Center Structure

A Role Center is defined by a page that has the PageType property set to RoleCenter. The Role Center page is divided into two main areas: navigation/actions area and content area.

The navigation and actions area appears at the top of the Role Center page and provides links to other objects, such as pages, reports, and codeunits.

You define the navigation area by including the actions to the Role Center page code, under the actions control in the page code. The navigation and actions area is subdivided into smaller areas by using different area() controls as described in the following table:

Area Description
1 Navigation menus The top-level navigation consists of one or more root items that enlarge to display a sub-menu of links to other pages. The pages targeted by the sub-menus will open in the content area of the Role Center.

You define this area with an area(sections) control in the page code.

2 Navigation bar The second-level navigation shows the flat list of links to other pages. The pages targeted by the links will open in the content area of the Role Center.

You define this area with an area(embedding) control in the page code.

3 Actions The actions area provides links to pages, reports, and codeunits. The links can be displayed on the root-level or grouped in a sub-menu. The objects targeted by these links will open in a separate window in front of the Role Center page.

You can define the actions by using the three different area() controls that are described below:

area(creation) – Actions in this control will appear first in the action area and will display with a plus (+) icon.
area(processing) – Actions in this control will appear after the area(creation) items. You can group actions in sub-menus by using a groupcontrol.
area(reporting) – Actions in this control will appear last in the action area. They display with a default report icon.
Behavioral Points of Interest
  • The order of the area() controls in the page code are not important. However, the order of the individual actions and groups is important because they will appear in the order in which they appear in page code.
  • In page code, if the first part in the content area is the Headline part, then in the client, the actions area will be automatically positioned either to the right of the Headline part or after Headline part, depending on the browser window size. If the first part is not a Headline, the actions area will appear directly after the navigation area and extend the width of the workspace.

4. Content Area

The content area consists of one or more parts that display content from other pages. Unlike the navigation and actions area that is fully defined in the Role Center page code, the content area includes of self-contained, independent page part objects that can be used across Role Centers and in other pages.

You define the content area by adding a layout control in the page code and then a partcontrol for each individual part to display. The following table describes some of the most common parts for Role Centers

Element Description
4 Headline Displays a series of automatically changing headlines that provide users with up-to-date information and insight into the business and daily work. This is created by a HeadlinePart page type.
5 Wide data cues A set of cues for displaying large numbers, like monetary values. This is created by using a cuegroup control on a CardPart page type, where the Layout property is set to wide.
6 Data cues Provide a visual representation of aggregated business data, such as the number of open sales invoices or the total sales for the month. These are created by using a cuegroup control on a CardPart page type.
7 Action cues Tiles that link to tasks or operations, like opening another page, starting a video, targeting another URL, or running code. These are created by using a cuegroup control on a CardPart page type
8 Chart A graphical and interactive representation of your business data that can be sourced by a custom business chart control add-in or an embedded Power BI report.
9 CardPart or ListPart page Displays data fields in a form or tabular layout.
10 Control add-in Displays custom content by using HTML-based control add-in.
Behavioral Points of Interest
  • In general, the parts will appear in the client according to the order in which they are defined in the Role Center page code and will automatically rearrange the horizontally and vertically to fill the available workspace.
  • However, in the Web client, page parts that have cues are automatically grouped under a common Activities section, no matter where they are placed in the code. All another page part is grouped under the Business Assistance section. Within Activities and Business Assistance

5. Development Tips for Overall Page Design

  • Do not apply to a group to parts in the content area because this prevents parts from flowing to fill the available space. This gives the best experience to users with different screen resolutions or those on mobile devices.
  • To achieve the best readability and discoverability, place Headlines first, followed by cues, and then the remaining parts.
  • You cannot include the custom logic directly to the Role Center page code. Code is limited to defining the navigation, actions, and the parts. All other code is ignored.
  • Role Centers can be specialized, in the fact that all navigation, actions, and content is optional. For example, you could have a single part that fills the entire workspace.

6. Design for all Display Targets

  • Role Center pages are also the primary entry point on mobile devices. Mobile devices will display the same content as the Web client but are presented in a different way to suit how users hold and interact with their mobile device.
  • You can preview how your Role Center will look on mobile devices directly in Designer.
  • Some limitations on mobile devices include the following:
    • On tablets, there is a limit on the number of cues that can be displayed.
    • On phones, there is a limit on the number of parts in the content area that can be displayed.
    • Role Center pages cannot be displayed when they are embedded in Outlook or SharePoint.

7. Using the Role Center in the Client

To use or test the new Role Center in the client, you must first associate the Role Center page with a profile. Profiles define the user roles and each profile is associated with the single Role Center page. Create the new profile object that references your page. Then, go to My Settings and select the new profile.

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