Can you personalise screens in Microsoft Dynamics 365 Business Central?

Yes. Business Central allows for the personalisation of most pages in Business Central. You can add fields, remove fields, move sections.
To personalise screens in Dynamics 365 Business Central, follow these steps:

  1. Access personalisation mode: Click the gear icon in the top right corner and select "Personalise" from the dropdown menu.
  2. Modify elements: Once in personalisation mode, you'll see red icons next to various elements on the screen. These icons allow you to:
    • Hide or show items by clicking the red icon and selecting "Hide" or "Show"
    • Move items by clicking the red icon and dragging them to a new location
    • Add new fields by using the "+ Field" option to access a list of available fields
  3. Freeze columns: In list views, you can freeze columns to keep them visible while scrolling. Click the red icon next to the column header and select "Set Freeze Pane".
  4. Rearrange columns: In list views, drag and drop columns to reorder them.
  5. Customise card pages: On card pages, you can rearrange fields within designated sections using drag-and-drop actions.
  6. Save changes: When finished, click "Done" to save your personalisations.

Remember that these personalisations are user-specific and won't affect other users' views. For system-wide changes, administrators can use the "Design" mode instead of ‘Personalise’ mode.