Dynamics 365 Business Central is designed to fit to how you, as a user, work; giving you a multitude of ways to make the solution fit like a glove! So, let’s take a look at them!
Every time you log into Dynamics 365 Business Central, you’re presented with the new and improved Role Centre. This screen acts as your dashboard, which means it’s really important that the information it shows is relevant to what you do! Fortunately, out-of-the-box there are a myriad of pre-configured Role Centres to choose from. Just click on the ‘My Settings’ button and from there you can choose whichever Role Centre you like.
This not only changes what you see on that first dashboard, but it also tailors other screens within the solution based on the role you’ve chosen. So, often you’ll see different fields and actions based on this choice.
On every list in Dynamics 365 Business Central (Customers / Items / Vendors etc.) you have the ability to quickly hide and show columns simply by
right-clicking on the column you’d like to hide (or any column if you’re adding a new one).
Your Role Centre and List columns are two simple customisations you can make at any point, however what if you want to go further and really start tailoring
the solution to your needs? For that, there is the Customisation tool, built directly into Dynamics 365 Business Central. This gives you the power to change almost everything you see throughout the system using a simple click and drag interface.
There are two different modes for this tool, ‘Personalisation’ and ‘Design’. The main difference between these two is pretty simple: Personalisation means that any changes you make only apply to you, whereas Design means the changes you make apply to everyone that uses the system. Of course, you can restrict who is allowed to do what, after all, you might not want just anyone making system wide changes.
Wherever you are within the system, clicking on the ‘Design’ or ‘Personalise’ option will put you in the configuration mode, which is where you can start making your changes.
You might want to consider how the changes you’re making will work on the Phone and Tablet Clients, in which case, just click on ‘More’ and from there you can see what your page will look like on the various devices.
Depending on which sort of screen you’re designing, you’ll be presented with different options.
On Role Centres, you can remove almost any set of Cues, Charts or Lists that you can see. To do so, just click on the purple arrow and select ‘Remove’.
When it comes to the actual Cues, you can not only choose to remove individual ones, you can also click and drag to change the order in which they appear.
For Lists you can again remove pretty much anything you can see on the page. You can also choose the order you want columns to appear, simply by clicking and dragging.
However, if you want to get even more advanced, you can click on the ‘+ Field’ button, doing so will show you a list of all the fields that the system has for the specific record the page is based on (Customers, Items, Vendors, Purchase Headers, Sales Headers etc.).
Each field has a status of either ‘Placed’ or ‘Ready’. If the status is ‘Placed’, this means that it’s already there on the page, however if it’s ‘Ready’ it means that it’s not currently shown on the page, but that you now have the power to change that. Just drag and drop the field to where you want it to appear, and it’ll add it to the page! In ‘Design’ mode you have even more options, such as options for Actions, Parts and Pages. If the system has them hidden, then you can add them using this same method.
Design mode on Card pages works almost identically to the Lists, however, this time when placing fields, you have the ability to decide not only which order they appear in (if at all), you can also decide in which section they should go simply by dragging and dropping.
When you’ve finished making your changes the next step depends on which mode you were in (Personalise or Design). In Personalise mode, simply click ‘Done’ and your changes will be applied (only for you). However, in Design mode there are a few extra steps. Clicking on the ‘Stop Designing’ button will ask you to give it two pieces of information – the ‘Extension Name’ and ‘Publisher’. This is because, by using the Design tool, you’re actually creating an Extension (congratulations, you’re now a developer!). It even gives you the option to ‘Download Code’, if you do this you’ll be given a copy of the Extension code that the system has generated, so if you wanted to get your hands dirty you could open it up in VS Code and use it as the start of your own App.
Once you click the ‘Save’ button, Dynamics 365 Business Central will take your changes and convert it into an extension which is then automatically installed on your system. Beware though, as with other extensions, this change will take effect for all the users on the system, not just you.
Finally, if you decide you want to remove your changes, go to the Extension Management screen, find the entry with the name you entered earlier and click on ‘Uninstall’. This will undo your changes, leaving the solution as it was when you started. You can then ‘Install’ the extension again if you’d like the change to be reapplied or, if you’re sure you don’t want them, click on ‘Unpublish’ and this will remove them altogether.