User Personalization – Business Central

In Business Central it is easy to personalize your pages. You can personalize your pages by changing, adding or removing fields from these pages.

Now, how do you do this?

  • You go to Settings and click on Personalize which opens personalization business manager.

  • Now let’s say that you want to change the customer list. Click on customer list and you can start changing a number of things. For example, you want to get rid of phone number. Click on the red triangle and hide and it is gone.

  • Now Maybe you want to add field. Click on more, +Field to add more fields to the page.

  • Let’s say, the Language Code. Type in language code, and drag it now to the canvas.

  • You can also change the order of the field as well as sorting of the fields, and once you are done, click Done and you will have a personalized page.

Please note this is only be applicable to the user who has personalized his or her page. This will not be applicable to the other users in the company. So personalization is on the personal level. That is what each user can do for his or her pages to make sure that they are reflecting whatever that user wants to see. A personalization can always be undone. That means reverting it back to the status before the personalization.

To clear personalization, click Settings > Personalize > Clear personalization. This will undo the changes.

User Personalization – Business Central

In Business Central it is easy to personalize your pages. You can personalize your pages by changing, adding or removing fields from these pages.

Now, how do you do this?

  • You go to Settings and click on Personalize which opens personalization business manager.

  • Now let’s say that you want to change the customer list. Click on customer list and you can start changing a number of things. For example, you want to get rid of phone number. Click on the red triangle and hide and it is gone.

  • Now Maybe you want to add field. Click on more, +Field to add more fields to the page.

  • Let’s say, the Language Code. Type in language code, and drag it now to the canvas.

  • You can also change the order of the field as well as sorting of the fields, and once you are done, click Done and you will have a personalized page.

Please note this is only be applicable to the user who has personalized his or her page. This will not be applicable to the other users in the company. So personalization is on the personal level. That is what each user can do for his or her pages to make sure that they are reflecting whatever that user wants to see. A personalization can always be undone. That means reverting it back to the status before the personalization.

To clear personalization, click Settings > Personalize > Clear personalization. This will undo the changes.

Default Profiles in NAV 2106 – Preview

When a user starts the RoleTailored client, that user sees the home page for the Role Centre associated with his or her profile. Microsoft Dynamics NAV provides a set of default profiles, which each correspond to and link to a Role Centre. Administrators can modify existing profiles or create new ones. For more information, refer to Manage Profiles topic on MSDN.

The following article provides you a preview of each profile, so that you can decide which profile suits you.

Profile ID Description Role Centre ID
ACCOUNTING MANAGER Accounting Manager

9001

ACCOUNTING SERVICES Profile for users that have outsourced their Accounting

9023

AP COORDINATOR Accounts Payable Coordinator

9002

AR ADMINISTRATOR Accounts Receivable Administrator

9003

BOOKKEEPER Bookkeeper

9004

DISPATCHER Dispatcher – Customer Service

9016

IT MANAGER IT Manager

9018

MACHINE OPERATOR Machine Operator – Manufacturing Comprehensive

9013

ORDER PROCESSOR Sales Order Processor

9006

ORDER PROCESSOR – NC Sales Order Processor – Non-configured

9006

OUTBOUND TECHNICIAN Outbound Technician – Customer Service

9017

PRESIDENT President

9019

PRESIDENT – SMALL BUSINESS President – Small Business

9020

PRODUCTION PLANNER Production Planner

9010

PROJECT MANAGER Project Manager

9015

PURCHASING AGENT Purchasing Agent

9007

RAPIDSTART SERVICES RapidStart Services Implementer

9021

RESOURCE MANAGER Resource Manager

9014

SALES MANAGER Sales Manager

9005

SHIPPING AND RECEIVING Shipping and Receiving – Order-by-Order

9008

SHIPPING AND RECEIVING – WMS Shipping and Receiving – Warehouse Management System

9000

SHOP SUPERVISOR Shop Supervisor – Manufacturing Comprehensive

9012

SHOP SUPERVISOR – FOUNDATION Shop Supervisor – Manufacturing Foundation

9011

SMALL BUSINESS Small Business

9022

WAREHOUSE WORKER – WMS Warehouse Worker – Warehouse Management System

9009

 

ACCOUNTING MANAGER

ACCOUNTING SERVICES

AP COORDINATOR

AR ADMINISTRATOR

BOOKKEEPER

DISPATCHER

IT MANAGER

MACHINE OPERATOR

ORDER PROCESSOR

ORDER PROCESSOR – NC

OUTBOUND TECHNICIAN

PRESIDENT

PRESIDENT – SMALL BUSINESS

PRODUCTION PLANNER

PROJECT MANAGER

PURCHASING AGENT

RAPIDSTART SERVICES

RESOURCE MANAGER

SALES MANAGER

SHIPPING AND RECEIVING

SHIPPING AND RECEIVING – WMS

SHOP SUPERVISOR

SHOP SUPERVISOR – FOUNDATION

SMALL BUSINESS

WAREHOUSE WORKER – WMS