Customising Dynamics NAV
There are different ways to customise the application to give you and your colleagues access to the features, functionality, and data that you need most, in a manner that bests suits your daily work. This table outlines who typically performs each customisation type, and who the customisations affect.
| Customisation | Who does it | Description | Who sees the changes | More information |
|---|---|---|---|---|
| Permissions-based | IT Pro, developer | Show or hide user interface elements based on the licence or the user's permissions to the underlying tables. All elements, fields, actions, and page parts, can be removed from the user’s view. | All users in all companies. | Removing Elements from the User Interface According to Permissions |
| Install an extension | Administrator | Extensions are like small applications that add functionality, change behaviour, provide access to new online services, and more. For example, Microsoft provides an extension that provides integration with PayPal Payments Standard. | All users in all companies. | Customising Using Extensions |
| Configuration | Administrator | Customise the user interface for multiple users by adding/removing user interface elements based on permissions, or by customising a profile that the users are assigned to (using the same personlaisation features available to users). | All users of a profile. | Configuring the User Interface for Users |
| Personalising the Workspace | Any user | Change the layout and content of your pages. | User only. | Personalising Workspaces |