Customizing Default User Profiles in Business Central
In this how-to video, UG Expert Jason Chance explains how to customize default user profiles in Dynamics 365 Business Central.
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Key Takeaways
- To start: Jason begins in a Cronus company by customizing a profile for order entry personnel, enabling the role in the profile, setting it as the default, and keeping personalization options available for users. To customize pages for the sales order processor profile, set the default view for users upon login, and access a different customization screen for the sales order processor role center and profile.
- Customize: Next, Jason is “decluttering” the role center for the sales order processor by hiding unnecessary elements like Intercompany transactions, Sales and Cash Receipt journals, Item journals, and Timesheets, while enabling visibility for Shopify orders and hiding Power BI.
- Sandbox account: The sales order processor’s role center reflects the customizations made, aligning with the default setup for users. Further customization of the sales order entry process is planned to enhance efficiency.
- Sales order customization: Jason optimizes the sales order entry by enabling quick entry, displaying essential fields like customer name and external document number while hiding non-essential fields, and ensuring visibility for salesperson code and reference notes for efficiency.
- Reorder fields: Jason reorders the sales order fields to match the company’s order entry flow and cleaning up the sales tabs by hiding unused functions like inventory put-away, invoice discounts, and incoming documents, while ensuring essential features like warehouse shipments and email confirmations are visible, simplifying the initial view for new users of the sales order processor role center.
- Quick entry customization: Next, Jason refines the quick entry function for sales orders by including essential fields like customer name, salesperson code, and document dates, while excluding fields that are infrequently modified, such as contact, to streamline the order entry process with keyboard navigation. He configures the quick entry for sales orders to skip the contact field and proceed directly to the salesperson code. This customization aims to streamline the order entry process for end users.
