Dynamics 365 Business Central Tip

Users can personalize and customize how Dynamics 365 Business Central looks. There are fields that are hidden and shown by default. With Personalization, you can add field, hide fields, move fields, or freeze panes. There are standard fields that sometimes are not shown within the page, but through Personalization you can add those fields as you need to.

How to Personalize Pages, Cards, and Lists

Go to the gear icon in the top right corner and then click ‘Personalize’.

 

Click ‘+Field’ to add fields to the current page you’re on.

You can add , move ,and  hide fields, or freeze panes.

•       Add – When adding a field, you can drag them to the specific spot onto the page.
•      Move – For fields that are already visible on the page, you can move them to a different       section of the page, or above or below a different field.
  • Click on the column name and drag to the position you want it at.
•      Hide – Anything that’s hidden will have the grey slash marks and will be greyed out.
  • Hover over the field until the red triangle appears, then click the red triangle and select ‘Hide’ from the drop-down menu.
  • Freeze – The freeze pane allows you to keep fields visible when you scroll. Modifying the freeze pain while in Personalization, you can change how many fields are locked in place.