Customization: Configuration and Personalization
Customizing Microsoft Dynamics NAV is about how to change the way the system works to achieve a better fit-for-use for an individual customer. Microsoft Dynamics NAV is open for customization in a variety of ways, and has built-in user interface customization options for system administrators, business managers, and end users.
This topic outlines the available built-in customization options.
Built-in customization options
There are two ways to customize the user interface in Microsoft Dynamics NAV using the built-in customization options:
Personalization: Is when end users customize the user interface for them personally.
Configuration: Is when system administrators and business managers customize the user interface for individual user profiles.
The built-in customization is available using the Customize menu item in the Microsoft Dynamics NAV application menu:
.png "The system dialog to customize the current page")
In addition to the built-in customization options, you can also customize Microsoft Dynamics NAV by changing the programming and properties of the system objects in a customer’s system. However, this requires using the Microsoft Dynamics NAV Object Designer and is not described in this topic.
Personalization and configuration
Customizations done via personalization and configuration are in effect until changed or reset, and apply to all RoleTailored clients.
The following list highlights the most important user interface elements that can be configured and personalized.
Role Center
List places promoted to the navigation pane, including sequence and grouping in Activity buttons.
Tasks and reports promoted to the ribbon on the Role Center.
Content of most parts in the Role Center (Cues, My List, KPI, and Outlook).
List Pages
Actions promoted to the ribbon including grouping, sequence, and size.
Columns in lists including freeze pane.
Quick Entry of columns in lists.
Chart pane axes.
Task Pages
Actions promoted to the ribbon including grouping, sequence, and size.
FastTab fields including grouping, sequence, and marking as promoted/additional.
Columns in lists including freeze pane.
Quick Entry setting of FastTab fields and columns in lists.
Chart pane axis.