Different Role Tailored Profiles from different shortcuts

For companies using the new Dynamics NAV role tailored client rather than the traditional classic client is can be useful, especially as the administrator, to invoke the client with different roles for no other reason than to check what other users are seeing and be able to amend it.

So do you have to go into NAV and change your default profile setting – no you don’t. You can start up with different profiles directly from the desktop by setting up shortcuts which have a different command line that invoke the different profiles you need to use.

You do this by adding the parameter of –profile:”Profile name” to the end of the ‘target’ box on the desktop shortcut. Just right click on the shortcut and select properties, then on the shortcut tab you should see the target property as shown in the screen shot below. 

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So what profiles can you use – well despite Microsoft’s research that identified many different roles in a typical organisation, NAV 2009 only has 21 roles as it comes off the CD. These are as follows

Profile ID Description
ACCOUNTING MANAGER Accounting Manager
AP COORDINATOR Accounts Payable Coordinator
AR ADMINISTRATOR Accounts Receivable Administrator
BOOKKEEPER Bookkeeper
DISPATCHER Dispatcher – Customer Service
IT MANAGER IT Manager
MACHINE OPERATOR Machine Operator – Manufacturing Comprehensive
ORDER PROCESSOR Sales Order Processor
OUTBOUND TECHNICIAN Outbound Technician – Customer Service
PRESIDENT President
PRESIDENT – SMALL BUSINESS President – Small Business
PRODUCTION PLANNER Production Planner
PROJECT MANAGER Project Manager
PURCHASING AGENT Purchasing Agent
RESOURCE MANAGER Resource Manager
SALES MANAGER Sales Manager
SHIPPING AND RECEIVING Shipping and Receiving – Order-by-Order
SHIPPING AND RECEIVING – WMS Shipping and Receiving – Warehouse Management System
SHOP SUPERVISOR Shop Supervisor – Manufacturing Comprehensive
SHOP SUPERVISOR – FOUNDATION Shop Supervisor – Manufacturing Foundation
WAREHOUSE WORKER – WMS Warehouse Worker – Warehouse Management System

It’s hardly an exhaustive list even if you translate the job titles so I would expect future versions to have a much more complete list. What’s also obvious very quickly is that these roles are a first attempt with the more common areas such as Order Processor being largely spot on but other roles such as AR Administrator (Credit Control) not being really what the roles requires.

Our experience from implementing NAV 2009 to date is that even the larger organisations only end up using 6 or 7 roles at most. What’s also been obvious is that the roles are as unique to each individual company as menus used to be in previous versions.

So does the roles focus work, emphatically yes. It makes it much quicker and simpler as soon as you start it up. Maybe in the future Microsoft will get it closer to the target out of the box, for now expect it take a little thought and work but from what we have seen so far its definitely worth it. 

What the setting up the shortcuts above does is allow you to try the ones there are out and decide exactly who needs what.

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