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Role centre Dashboard Que filtered by user/department

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Posted on by Samantha73

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Hi Everyone

Is there a way to create one dashboard for all users however each user based on their department get a filtered view of the que or highlight? Can responsibility centres work in this scenario?

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YUN ZHU 73,565 Super User 2024 Season 2 on at

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Role centre Dashboard Que filtered by user/department

First of all, this can only be customized, and it cannot be done in the standard.
In addition, all BC tables have a SystemCreatedBy field. You can use this field to associate the current user.

However, there is no department field, which would require some slightly complicated customization if you wanted to do it by department.

Hope this info helps.

Thanks.

ZHU
Valentin Castravet 24,793 Super User 2024 Season 2 on at

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Role centre Dashboard Que filtered by user/department

You'd have to create a custom role center or multiple custom ones. Its definitely possible but not out of the box. This article has more info - Creating and Customizing Cues - Business Central | Microsoft Learn

Responsibility centers will not help with this and are more geared towards other things. You can use responsibility centers to group users by the department they need to use, and that's how the custom role center will know what cues each use needs to see, but its not something I'd do. It would be much simpler to group the users/departments by the profiles they use. Responsibility centers are used in other places (i.e. what purchase/sales documents users see), so then you'd have that functionality interfering.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/