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You can personalise your workspace to suit your work and preferences. Change pages so that they display only the information you need, where you need it. Personalisation affects only your workspace. It doesn't change how others work. You can personalise all types of pages, including the role centre page.
The adjustments outlined in this article are applied universally across all your devices and browsers. There are other modifications, not detailed here, that only affect the specific device and browser on which they're made. Learn more about the differences in Where is personalisation stored?.
The following video shows some of the ways in which you can personalise your Role Centre.
For online training, go to personalise the Microsoft Dynamics 365 Business Central user interface.
You can make various adjustments, such as move or hide fields, columns, actions, and entire parts, and add new fields. You do most adjustments by first activating the Personalising banner using the personalisation mode. You can also readily make the following adjustments on any list page without using the personalisation mode:
There are two ways to change the width of a column in any list, including in dropdown lists for looking up field values:
Open any page that you want to personalise.
In the upper-right corner, select Settings and then choose the Personalise action.
The Personalising banner appears at the top to indicate that you can start making changes.
Note
To navigate during personalisation, use Ctrl+Click on an action if it is highlighted by the arrowhead.
If you see Personalise lock or Personalisation blocked on the banner, you can't personalise the page. For more information, see Why a Page is Locked from Personalisation.
To change a user interface (UI) element, point to the element, such as an action, a field, or a part. The element is immediately highlighted with an arrowhead or border. Choose the element, and then choose either Move, Remove, Hide, Show, Show under "Show more", Show when collapsed, Show always, Set/Clear Freeze Pane, or Include/Exclude from Quick Entry, depending on the type and state of the UI element.
To add a field, choose the + Field action. From the Add Field to Page pane, drag and drop a field into the desired position on the page.
When you finish changing the layout of one or more pages, choose Done on the Personalising banner.
For more information, see What You Can Personalise.
What you want to do | How to do it | Remarks |
---|---|---|
Move something, like a field, column in list, tile, action, or part to another place on the page. | Point anywhere on what you want to move, and drag it to its new position. A thick horizontal or vertical line indicates the position. indicates that you can't move the element to the selected position. |
Parts are subdivisions or areas on a page that contain things like multiple fields, another page, a chart, or tiles. Learn more about personalising actions Learn more about personalising parts |
Hide an element currently shown, like a field, column in list, tile, action, or part. | Select the element, select the arrowhead, and then select Hide. | In the personalisation mode, hidden actions are greyed with italic text, and hidden parts are shaded with diagonal lines. Hidden fields and columns aren't indicated directly on the page, but you can locate them by using the Add Field to Page pane. (Learn more about working fields.) When you exit personalisation mode, all elements disappear from view. If the field you hide is also shown on the FastTab heading when the FastTab is collapsed, the field no longer appears there. |
Show an action or part that is currently hidden. | For a grayed (hidden) element, choose the arrowhead, and then choose Show. | The hidden element is visible again. |
Add a hidden field | In the Personalising banner, choose the + Field action. The Add Field to Page pane opens on the right side of the page. If you select a field in the pane, its hidden location appears on the page. To add a field, drag it from the pane, or from its hidden location, to the position that you want it. A thick horizontal or vertical line indicates the position. Another way is to select the arrowhead in the field's hidden location and select Show. |
Each page includes a predefined set of fields that you can choose to display. Learn more about working fields. |
Display a field in the heading of a collapsed FastTab. | Choose the arrowhead, and then choose Show when collapsed. If you don't see this option, it's set already. In this case, to stop displaying the field on the FastTab heading, choose Show always. |
FastTab is the term used for a group of fields that appear under a common heading. Use the Show when collapsed option to display the most important fields. If you select a field in the heading, the FastTab opens and focuses on the selected field. This option is only applicable if a page has more than one FastTab. If there's only one FastTab, it can't be collapsed, so the Show when collapsed option isn't available. |
Make a field display only when you select Show more. | Choose the arrowhead, and then choose Show under "Show More". | If you don't see the Show More option, it's set already. In this case, to make a field display always, not just when you select Show more, choose Show always. |
Change whether a field can be edited. | Select the field, select the arrowhead on the field, and then select Lock editing to prevent changing the field's value or Unlock editing to allow changing the field's value. | You can only unlock fields that you previously locked yourself. Some fields are locked by default, either by design or by a profile admin who customised the page. These fields can't be unlocked. |
Change the freeze pane in a list to another column. | Choose the arrowhead of the column that you want as the last column of the freeze pane, and then choose Set Freeze Pane. If you want to set the freeze pane back to its original position, choose the arrowhead for the current freeze pane column, and choose Clear Freeze Pane. Note: You can't remove this freeze pane. |
The freeze pane specifies the columns that always appear on the left side of the list, even as you scroll horizontally. |
Skip over a field when pressing Enter. | Choose the arrowhead next to the field, or column heading in a list, and choose Exclude from Quick Entry. | If you don't see Exclude from Quick Entry, then the field is already skipped. In this case, to stop skipping the field, choose Include in Quick Entry. Learn more about Quick Entry. |
Reorder and remove views representing filtered lists. | Choose the arrowhead next to a view, and then choose Move, Remove, or Hide. | Learn more about saving and personalising list views. |
Add a new action to a page or report on your Role Centre. | From the target page, report request page, or Tell Me window, choose the bookmark icon. | Learn more about bookmarking pages and reports. |
Always start a list as expanded or collapsed. | Choose the Expand All or Collapse All button in the upper-left corner of the list. Alternatively, choose the Expand All or Collapse All action in the menu of the first column. | Applies to collapsible hierarchy lists. |
Personalisation lets you decide which actions to show on the navigation and action bars and on Role Centres, and where to show them. You can show, hide, or move individual actions or action groups.
The following video shows how you can personalise actions on pages and Role Centres.
Personalising the navigation and action bars is done basically the same as with other UI elements. However, what you can do with an action or group depends on where the action or group is located. The best way to find out is to enter personalising mode and then let the arrowheads guide you.
There are a couple of terms that you should be familiar with to better understand action personalisation: action group and promoted category.
An action group is an element that expands to display other actions or groups. For example, on the Sales Orders page, one action group is the Functions action that appears when you choose the Actions action.
A promoted category is an action group that appears before the vertical line |
on the action bar. The categories typically include the most commonly used actions, so that you can quickly find them. For example, on the Sales Orders page, the Order, Release, and Posting actions are promoted categories.
Note
To clear personalisation, select the arrowhead around the part's designer menu, and then choose Clear personalisation.
When you want to show or hide an action, the options under the arrowhead define what you can do depending on the action's state.
Choose the arrowhead for an action or action group.
Choose from one of the following options:
Option | What it does |
---|---|
Remove | This option appears if the selected action is also shown somewhere else on the navigation bar or action bar. Choosing this option deletes the action from the selected location so that it no longer appears. The action or action group remains in the other locations. |
Hide | This option appears if the action or action group isn't located anywhere else on the navigation bar or action bar. Like Remove, choosing this option makes the action or action group disappear from the navigation bar or action bar. However, in personalising mode, the action, or action group is still shown in the current position, except that it appears dimmed. |
Show | This option appears if the action or action group is hidden (dimmed). Choosing this option makes the action or action group appear on the navigation bar or action bar. |
A horizontal line between two actions or a border around an action group indicates where you can drop actions or actions groups. There are the following limitations:
To move an action or action group, drag and drop it into the desired position, like you do with fields and columns.
To move an action or action group into another action group that is empty, drag the action or action group to the new group and drop it in the Drop an action here box.
Tip
As an administrator, you can hide the Automation item from users. Learn more at Set Up Power Automate Integration.
Hover over or select Alt+Up Arrow to get information about a field.
Parts are areas on a page that are typically composed of multiple fields, charts, or other content. A part shows a coloured border when you focus on the part. For example, a Role Centre home screen has multiple parts. Because of their well-defined boundary, you can personalise the entire part and its contents.
You can clear all personalisation changes that you made within a single part by choosing the Clear personalisation option under the part's arrowhead. Clearing personalisation of a part only affects changes to the contents of the part. It doesn't affect the placement or visibility of the part on the page.
When personalising a page, you use the Add field to page pane to include fields or columns on the page that are currently hidden from view. To open this pane, select the + Field action near the top of the page. Unlike other hidden elements, hidden fields aren't indicated on the page itself in personalisation mode. However, you can identify hidden fields by using the Add field to page pane.
Here are some general guidelines to follow when using the Add field to page pane:
By default, the pane lists all hidden fields. To find hidden fields, look for the icon.
You can filter the list to show other fields, for example, those fields currently shown on the page, by selecting the Recommended fields button above the list and choosing a filter option. The name of the button changes based on the filter option you choose.
Selecting a field in the list highlights its location on the page. If the field is hidden, its location shows in a shaded state.
To get more details about a field in the list, hover over it or select Alt+Up Arrow to display a tooltip.
The fields available in the Add field to page pane are determined by the developer of the page and its source table or by a profile admin who customised the page. You can't create new ones.
Some pages have multiple page fields that map to the same source table. The pane shows both/all of those page fields independently. Showing/hiding/moving those fields is also independent without one affecting the other.
From the Add field to page pane, there are two ways to include a hidden field on the page:
Note
Some fields that you add won't be editable on the page when you're done with personalisation. These fields are either originally designed this way or an administrator customised the page to prevent you from editing them.
At some point, you might want to undo some or all of the personalisation changes that you made to a page over time.
On the Personalising banner, choose the Clear personalisation action.
Choose one of the following options.
Caution
Clearing personalisation can't be undone.
Option | What it does |
---|---|
Only Navigation Menu | Clears any personalisation changes that you made to the navigation menu that is shared across the Role Centre and other pages. Such changes include any new actions that were added as bookmarks, and any changes to links and groups in the menu. |
Only Actions | Clears any personalisation changes that you made on the navigation or action bars on the page. |
Only Fields and Columns | Clears any personalisation changes that you made to the page except changes on the navigation or action bars. Such changes include changes to fields, columns, parts, and tiles. |
All | Clears all personalisation changes that you made to the page so it looks like it did originally. Such changes include changes to navigation and action bars, fields, columns, parts, and tiles. |
To help you better understand personalisation, here are some pointers:
Note
Due to restrictions on design capabilities in the web client, it's currently not possible to customise or personalise the controls within the grid
and fixed
syntax. It applies to all design modes, not just personalisation.
Administrators can make the same layout changes as users by customising a profile (role), which can be assigned to multiple users. To learn more about pages for Roles, go to Customise Pages for Roles
Administrators can also override or disable users' personalisation, and they can define which features are even available for users to see in all or specific companies. For more information, see Customise Business Central.
Customise Pages for Profiles
Work with Business Central
Change Basic Settings
Change Which Features are Displayed
Events
31 Mar, 11 pm - 2 Apr, 11 pm
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayTraining
Module
Personalize the Microsoft Dynamics 365 Business Central user interface - Training
The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.
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Microsoft Certified: Power Platform Functional Consultant Associate - Certifications
Demonstrate the use of Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant.