Personalizing your workspace
Personalizing your workspace
Customizing your workspace helps you focus only on what matters - by showing exactly the data and functions you use most. The best part? These changes are user-specific, so they won’t affect anyone else in your organization.
Follow these steps to personalize your interface and optimize your workflow:
1. Start the Personalization Mode
Open any page you want to customize.
In the upper-right corner, click on Settings → Personalize.
A Personalizing banner will appear at the top of your screen, indicating that you can now make changes.
2. Move or Hide Elements
Hover over any element (field, action, or part) on the page.
It will highlight with a border or arrowhead.
Click the element, then select:
Move – to reposition it
Hide – to remove it from view
3. Add New Fields to a Page
Click the + Field button in the Personalizing banner.
The Add Field to Page pane will appear.
Drag and drop the desired field into your preferred position on the page.
4. Save Your Custom Layout
When you’ve finished customizing, click Done on the Personalizing banner.
Your personalized layout will now be saved and applied only to your user profile.
5. Apply Organization-Wide Changes (Optional)
If you need to apply interface changes for all users, use the Designer option.
This allows system-wide modifications that affect every user in your organization.
6. Bookmark Frequently Used Pages
Navigate to a page you use regularly.
In the upper-right corner, click the Bookmark icon (small flag).
Alternatively, open the Search popup, find your page, and bookmark it directly from there.
7. Access Bookmarked Pages Easily
All your bookmarked pages will appear in the Bookmarks section of your Role Center, allowing quick access at any time.
Customizing and bookmarking in Business Central can dramatically increase your productivity by reducing clicks and surfacing the tools and data you need most.
Try it out—you’ll be surprised how much faster your daily tasks become!
Customizing your workspace helps you focus only on what matters - by showing exactly the data and functions you use most. The best part? These changes are user-specific, so they won’t affect anyone else in your organization.
Follow these steps to personalize your interface and optimize your workflow:
1. Start the Personalization Mode
Open any page you want to customize.
In the upper-right corner, click on Settings → Personalize.
A Personalizing banner will appear at the top of your screen, indicating that you can now make changes.
2. Move or Hide Elements
Hover over any element (field, action, or part) on the page.
It will highlight with a border or arrowhead.
Click the element, then select:
Move – to reposition it
Hide – to remove it from view
3. Add New Fields to a Page
Click the + Field button in the Personalizing banner.
The Add Field to Page pane will appear.
Drag and drop the desired field into your preferred position on the page.
4. Save Your Custom Layout
When you’ve finished customizing, click Done on the Personalizing banner.
Your personalized layout will now be saved and applied only to your user profile.
5. Apply Organization-Wide Changes (Optional)
If you need to apply interface changes for all users, use the Designer option.
This allows system-wide modifications that affect every user in your organization.
6. Bookmark Frequently Used Pages
Navigate to a page you use regularly.
In the upper-right corner, click the Bookmark icon (small flag).
Alternatively, open the Search popup, find your page, and bookmark it directly from there.
7. Access Bookmarked Pages Easily
All your bookmarked pages will appear in the Bookmarks section of your Role Center, allowing quick access at any time.
Customizing and bookmarking in Business Central can dramatically increase your productivity by reducing clicks and surfacing the tools and data you need most.
Try it out—you’ll be surprised how much faster your daily tasks become!