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Don’t Hate Me Because I’m Beautiful:

A Practical Guide to the Microsoft Dynamics NAV RoleTailored Client

“Don’t hate me because I’m beautiful!” I feel like this is what the Microsoft Dynamics NAV RoleTailored Client would say (if it could talk) to Classic Client users who are hesitant to move to it. Why is that?

Image of body builderToday if you mention migrating to the RoleTailored Client in a room full of Classic Client users, you will get a mix of responses. People seem to really love it or hate it. Some people can’t wait to move to it and others are petrified of it.

Attitudes are changing, and people are realizing that there are efficiencies that can be gained by moving to the RTC, but, unfortunately, the RTC is underappreciated because it is seen as just a pretty interface and not much more.

The RTC has so much to offer.

For example, did you know that:

  • The RTC allows you to save filters?
  • The search functionality lets you search for a page or list across all menus?
  • On list pages you can freeze columns like in Excel?
  • There are three ways to make role centers your own: personalization, configuration, and customization?
  • When a change is made by a developer, you will no longer lose the order of your columns?
  • You can give a manager or lead the ability to log in and configure a role for a group of users?

And that’s just the beginning.

So, if you’re considering moving to the RTC and are still on the fence, we hope this will help you with your decision. If you’ve made the decision, we hope we can give you some advice that will make the implementation go smoother, and if you’re already a fan of the RTC, we hope we can provide you with some tips and tricks that can help you get more from your RTC. Most importantly, wherever you stand, we welcome your feedback, questions, input, advice, and concerns!

In the meantime, be sure to view the ArcherPoint Lunch and Learn webinar, Get to Know the Microsoft Dynamics NAV Role Tailored Client.

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:) If you need to write such a blog, then something's wrong with the RTC. From my experience with it, it is s l o w, and not only in screen updates. Buttons have gone missing, and now you have the ribbon. This alone is a reason to hate it, but, on a more rational note, it is completely cluttered with all the icons I don't want to see. You can't find anything. Every RTC version has their own set of slightly different icons and incomplete UX that is slow in the end. Drilldown is only (!) reachable by mouse over. Which is s l o w. And it wastes lots, *acres* of valuable screen real estate for useless clutter. And the worst thing is: As a developer, you have no say on the layout. Really bad! I could go on and on. Looks may be important, but if it's for the sake of efficiency, then something is horribly wrong.


Thank you for your comment!

Just so you know, Dynamics NAV has the ability to ‘customize” the screens (pages) to have only the icons that the user needs. This is also true for the information displayed. Removing fields or rearranging them is an easy task for the end user. No developer is needed.

As for being slow, NAV has greatly improved the speed and there are several tests out there to support that. MIBUSO may have more information on this.

We think the RTC is a very valuable and essential part of NAV that greatly enhances user productivity across the enterprise. 


thank you for your answer. Agreed :) Configuring the ribbon is possible, but only as a user, AFAIK. Also, you cango only so fast with a mouse, you can only get faster with keystrokes. UI elements that depend on a mouse hover are a big speed brake.
with best regards

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