Personalize Business Central

Path: Get started > Get productive in Business Central > Personalize Business Central · tier official · system none · narrative reviewed (checked by Opus)

Overview

This section covers how a user adapts Business Central to their own way of working. The main page, “Personalize your workspace”, describes moving, hiding or showing fields, columns, actions and parts, plus freeze panes, Quick Entry configuration, action bar customization and FactBox resizing.

Other pages cover narrower tasks: displaying lists as rows, tiles, tall tiles or created/modified by columns; saving and managing list views; and bookmarking pages and reports on the role center. Two reference pages explain where personalization is stored (roaming versus local to the browser) and why a page can be locked from personalization.

Start with “Personalize your workspace” for the general approach. Then use the list and bookmark pages for specific needs. Check the storage and locked-page pages when personalization does not appear on another device or cannot be changed.

Key points

• Personalization lets you move, hide or show fields, columns, actions and parts on pages, and applies across devices and browsers for the signed-in user.
• Further options include freeze pane management, Quick Entry configuration, action bar customization and FactBox resizing.
• List pages can be shown as list rows, tiles, tall tiles, or with created/modified by columns; item pictures can appear in tile layouts.
• List views are saved filter configurations that can be renamed, removed, bookmarked on the role center and personalized.
• Bookmarks to pages and reports are managed with the bookmark icon on pages and in the Tell Me window.
• Some personalization roams across devices, while other settings are stored locally in the browser.
• A page can be locked from personalization because of version incompatibility with deprecated clients or role-specific tailoring by administrators.

Learn pages

• Bookmark link to page or report on role center: Using the bookmark icon, you can add an action that opens a page or report from the navigation menu of your role center.
• Display lists in different ways: Choose between detailed rows for comprehensive information or compact tiles for quick visual scanning in list views.
• Personalize your workspace: Learn how to customize the user interface and personalize your workspace to suit your way of working and personal preferences in Business Central.
• Save and personalize List Views: Learn how to create your own views for filtered lists and how to save, rename, and manage those views.
• Where is personalization stored?: Learn which UI adjustments are automatically saved and roam with you across devices and browsers, while others only affect your current browser.
• Why a Page is Locked from Personalization: You might be blocked from personalizing a page. Read here about what you can do to unlock it so you can personalize it.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 31 “Item List” · captioned “Items” · on Table 27 “Item”
• Page 9000 “Whse. WMS Role Center” · captioned “Shipping and Receiving - Warehouse Management System”
• Page 9004 “Bookkeeper Role Center” · captioned “Bookkeeper”
• Page 9005 “Sales Manager Role Center” · captioned “Sales Manager”
• Page 9006 “Order Processor Role Center” · captioned “Sales Order Processor”
• Page 9007 “Purchasing Agent Role Center” · captioned “Purchasing Agent”
• Page 9009 “Whse. Worker WMS Role Center” · captioned “Warehouse Worker - Warehouse Management System”
• Page 9010 “Production Planner Role Center” · captioned “Manufacturing Manager”
• Page 9016 “Service Dispatcher Role Center” · captioned “Service Manager”
• Page 9017 “Service Technician Role Center” · captioned “Outbound Technician - Customer Service”
• Page 9020 “Small Business Owner RC” · captioned “President - Small Business”
• Page 9022 “Business Manager Role Center” · captioned “Business Manager”
• Page 9024 “Security Admin Role Center” · captioned “Administration of users, security groups and permissions”
• Page 9026 “Sales & Relationship Mgr. RC” · captioned “Sales and Relationship Manager”
• Page 9027 “Accountant Role Center” · captioned “Accountant”
• Page 9030 “Account Manager Activities” · captioned “Activities” · on Table 9054 “Finance Cue”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.