Role Center
The first page you see is the Role Centre, the home page of Dynamics 365. The role center provides quick access to information related to a specific role in the organization.
Business Central provides several role centers that you can edit or create your own. You can have role centers that focus on different levels in your organization or different user roles, such as business owners, department heads, and information workers. Dynamics 365 gives you the ability to personalize your workspace to suit your work needs and preferences. Change pages to display only the information you need, where you need it. Personalization only changes your workspace and doesn’t affect anyone else’s work.
Navigation and action area
The Navigation pane is located at the top of the screen.
The navigation menu provides access to lists of items that correspond to the scope of the role. For example, the typical main items for a business manager might be Finance, Cash, and Sales.
Next, we see the navigation bar. It displays links to the pages of the lists that are most useful to users in their business processes.
To return to the Role Centre, click on the title.
The action bar contains links to pages, reports, and actions. The action bar is designed to perform the most important or frequently used tasks and operations required by users.
Data area (content area)
Next is the data area.
The header displays a series of automatically changing labels that provide up-to-date information about the business and daily operations.
Data tips display summary business data, such as the number of open orders or total sales for the month.
Charts provide a graphical and interactive representation of your business data.
Search
You can find the page you want by searching for it. Click the Search button, enter the name of the page, and select the item you want from the list.
Other role centres
To select a different role, go to Settings, select the My Settings section, and in the Role field, select the desired role center from the list.
After changing the role, you may find that the content of the role center is significantly different from the previous one. The navigation menu, action bar, and tooltips will contain information that is more relevant to the selected role.
Personalization
Dynamics 365 gives you the ability to personalize your workspace to suit your work needs and preferences.
To do this, go to Settings and click the Personalise button.
Personalization allows you to add, hide, and change the order of the fields you need.
This overview video will introduce you to the Business Central home page. You will also learn what the Role Centre looks like, how to use the navigation, and how to set up personalized settings.
Watch the video: