Role Personalization in Dynamics 365 Business Central
Dave Wiser explains how to personalize roles in Dynamics 365 Business Central, as opposed to at the individual level, which is beneficial for training and business processes.
Key Takeaways
- How to start: To customize at the role level, begin by openingĀ Profiles and Roles, selecting theĀ AccountantĀ role, and usingĀ Customize pagesĀ so changes apply to everyone using that role.
- Applying changes: When customizing the Accountant role, Business Central opens a special mode where any page changes apply to all users in that role. Hiding unused fields like Responsibility Center and adding or adjusting fields on vendor lists and cards ensures everyone sees the same layout.
- Role-level customizations: Wiser adds a new field to the vendor page layout, saves the role-level customization, and closes the customization tab. Returning to the role center shows that the changes now appear correctly for all users in that role without needing to sign out.
- Standardize views: Role-level customization makes it easy to standardize pages for everyone, though individual user personalizations may override them until the user clears their own settings to return to the role defaults.
