This blog will demonstrate how to modify columns and personalize a Customer Card in Dynamics 365 Business Central.
Begin by navigating to the Customer Page in your Business Central environment.
Once in the Customer window, you can click on a customer to view detailed information, including Customer Statistics:
Remove Sections From a Page
To remove a stat box in the Customer Statistics view, click on the gear icon at the top right of your window, access settings, and choose “Personalize”.
Note: Once you have selected “Personalize”, a bar will appear at the top of your screen, indicating that you are in personalization mode.
From there, you can remove the Customer Statistics section by clicking the red flag at the top of the section, triggering a dropdown action list to appear.
Clicking “Hide” will slash out the section, signifying that it has been hidden while you continue to personalize your window. Once you click “Done”, this section will no longer appear in your view.
Add Fields to a Page
To add Fields to a page, drill into a customer card and click on “+ Field” in the personalization menu bar.
In the ‘Add Field to Page’ tab, you will see a list of all available fields that can be added to the Customer Card.
For example, I can add the field ‘Name 2’ to my customer card by dragging the box onto my page and placing it where I wish, which is indicated by a red line.
Once a field has been placed, you can choose to move it by selecting the red flag on the right side of the box.
You can also choose to hide a field, and it will reappear in the ‘Add Field to Page’ tab.
Once you have made all your changes, click “Done” to save changes across every customer card.
This is an especially useful personalization tool, giving you the ability to personalize your client view, and add and change columns. There are standard fields that are not always displayed within the page, but with the personalization tool you can add those fields if you wish.
Watch this short video for a complete walkthrough:
For more information about customizing your Business Central environment, please contact us.
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