There’s a new capability in Dynamics 365 Business Central, and it will allow you to easily tailor the user experience to different roles. Users were already able to modify information on a page to hide, show, or move parts around, however not all fields from the underlying table were available, and if you wanted to add one of these unavailable fields, it required a custom code extension.
Now administrators, department owners, and partner consultants will be able to easily add these fields to pages without having to develop code extensions. With this feature, customers can self-serve and reduce time to value while cutting implementation costs.
Table of Contents
- Your Business Central environment must be patched to the 2023 release wave 2 update.
- Your user account must have the D365 Profile Mgt. permission set or equivalent permissions.
How It Is Done
You will need to navigate to “Profiles (Roles)” and select the line for the profile that you want to customize pages for, and then choose the “Manage -> Edit” action.
Next, click on the “Customize pages” action. This will open a new tab where you will be able to customize any page for this profile.
On the new tab, you need to navigate to the page that you want to customize and then click on the “+ Field” action to open the “Add Field to Page” section on the right side of the screen.
With the 2023 release wave 2 , there is an option in the drop-down menu at the top of the “Add field to Page” window that will let you select one of the following:
- Recommended fields
- All fields (Preview)
The “All Fields (Preview)” option will allow access to every field in the page’s underlying table. After selecting this option, you can then add any of these fields by dragging them into the appropriate position in the page.
In this example, I am adding the “No. of Invoices” field. When you are done adding, removing, hiding, or moving fields, you click on “Done” and close the tab.
The pages that are customized through the “Profile (Roles)” page are automatically customized for every user that you assign this role to under the User Settings page.
Examples of How to Improve Efficiency and User Experience With This Capability
This new capability will make it much easier for you to improve the experience of your workers in Business Central.
For instance, if your sales team is currently spending time each day clicking through Business Central to find customer email addresses, your system admin could simply add the email field to the Customer List page for the Sales Order Processing role.
Or if something changes in your market or business processes, and your warehouse workers find they now need to compare Qty to Ship to Qty Shipped on a regular basis, you could add the Qty to Ship and Qty Shipped fields to the Sales Line List page for them.
In the past, to add either of these fields would require custom development, but they can now be added by your system admin through the profile (roles) page.
For specific advice on how your company can best leverage the new capabilities of Business Central as it continues to grow, please contact us.
Webinar - Dimensions in Dynamics 365 Business Central
In this webinar, we’ll start with the basics of the concept and the different types of dimensions, then we’ll cover how to best set up your dimensions and use them for insights in reports.
9:00 am – 9:30 am PST
Webinar - Dimensions in D365 Business Central
9:00 am – 9:30 am PST