ERP Unlocked – webinars to unlock the full potential of your bcFood, bcERP and Dynamics 365 software solution
Take Your Software to the Next Level with our Webinar Series
Realize the full potential of your bcERP and Dynamics 365 software solutions through our webinar series, ERP Unlocked: Using bcERP with Dynamics to Effectively Run Your Business. We hope to see you there!
Webinar 40: Role Tailoring and Personalization
February 20, 2020, 2:00 PM ET/11:00 AM PT
One of the most powerful features of Dynamics 365 Business Central are the personalization tools that allow each user to tailor the look and feel of the system to their needs. In this webinar, we will show you how these personalization options can be configured to create greater efficiencies. We will start by reviewing Business Central’s role center and look at the ways in which it can be customized at both the administrator and the individual user levels. Next, we will demonstrate how to set up user profiles that represent the different types of roles within your organization, then assign users to these profiles. Our webinar will conclude with a look at how bcERP features such as filter groups can be used to create custom role center cues, further improving upon Business Central’s standard personalization options.
This session will include the following:
What is the “role center?”
Personalization and configuration mode
Custom views and filters
The bcERP activities pane and filter groups
ERP Unlocked Archives
Miss a session? Want to re-watch an especially interesting one? Maybe you want to share something with a colleague? Whatever the reason, we have you covered. Our archive contains recordings of previous ERP Unlocked sessions.
Visit the ERP Unlocked Archives page for a full list of available webinars.
About ERP Unlocked
Learning how to use Microsoft Dynamics 365 is not particularly difficult; oftentimes it’s as simple as pressing the F1 button and reading the supplied help file. Learning how to use Dynamics to its fullest potential, on the other hand, is a different story. Oftentimes there are multiple ways to obtain the same result in the system, and the question then becomes which is best for your organization. The answer is a bit more difficult than reading a few help files, and requires a level of knowledge that comes only through years of experience with software projects and implementations.
In business for more than 30 years, we at Beck Consulting possess this level of expertise with both Microsoft Dynamics 365 and our own bcERP product. We are confident that we can provide guidance on the optimal way to configure, manage, and work within your ERP environment, and want you our customer to take full advantage of the wisdom we have to offer. That is why we are excited to bring our monthly webinar series ERP Unlocked: Using bcERP with Dynamics to Effectively Run Your Business to our customers and partners.
ERP Unlocked will be more than just a straightforward product demo or by-the-numbers review of every field on every page. Our goal is to present the same scenarios, events, and challenges that you face in your day-to-day operations, then provide you with the best way to address them.
Our sessions feature in-depth walkthroughs of specific functional areas, as well as add-on applications (offered by both us at Beck Consulting and some of our trusted partners) that we feel can assist our customers in getting even more functionality out of their Dynamics solutions.
» Webinar 40: Role Tailoring and Personalization
» Webinar 41: bcERP Graphical Boards
» Webinar 42: Report Writing with Microsoft Word
» Webinar 43: Introduction to Power BI
We continuously add new webinars. Check in with us again to see upcoming webinars. If there is a particular topic or area you would like us to address, please let us know.