Q: How do I change the page layouts for users without having to log in and personalize the pages for each user?
A: A Profile in Microsoft Dynamics 365 Business Central is a powerful tool that empowers administrators to define and manage what different types of users can access within the system. Profiles enable administrators to personalize users’ pages, actions, and reports based on their roles in the company, providing them with an individualized experience. These personalizations only apply to the specified Profile and users assigned to those profiles. They can include changes to page layout and actions but not code execution.
Microsoft Dynamics 365 Business Central Personalizations are designed to be user-friendly, allowing administrators to easily adjust a user’s workspace to suit their profile preferences. Pages can be changed to display only the information needed, where needed. Personalization affects only assigned users’ workspace; it doesn’t change how others work. You can personalize all pages, including the role center, card, and list pages.
Administrators can create new profiles or fine-tune page personalizations using the client in Business Central, eliminating the need to develop extensions.
To customize a Profile in Microsoft Dynamics 365 Business Central:
- Search for Profiles using the Search feature in Business Central.
- Select the Profiles (Roles) List page from the Pages and Tasks section of the results page.
- Select the Profile that you would like to personalize.
- Select the “Customize Pages” menu action.
- Once selected, a new browser window (or tab) will open in design mode, allowing you to personalize the Profile. Click the “More” action on the top menu to display more options, such as adding fields.
- Navigate to the page(s) you’d like to personalize and begin personalizing the view by adding, moving, or adjusting some basic properties by highlighting the field and clicking on the red triangle that appears in the field.
- To add a field, find the field in the Add Field to Page pane, highlight the field, and select Add from the “triangle menu options.
- After personalizing the desired pages, click “Done” on the menu bar. Note: You do not need to click Done after each page; you can personalize all the desired pages and select Done.
- You can remove, repair, or view the page personalizations for a Profile by selecting the “Manage customized pages” menu action from the Related menu option.
Read more about Profiles here and User Personalization here.
Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2024 Wave 1 online.