top of page

How To Personalize Your Home Screen in D365 Business Central

Discover how to personalize your home screen in D365 Business Central. Optimize your workflow and create a workspace that suits your unique requirements.


Business Central How-To: Personalize Your Home Screen cover image of a person with their hands on the keyboard of a laptop open to the Business Central home screen.

Unlock the full potential of Dynamics 365 Business Central by personalizing your home screen. In today's fast-paced business environment, efficiency is key, and customizing your home screen is the first step towards optimizing your workflow. From rearranging tiles to configuring views, we'll walk you through each step, ensuring you have the tools and knowledge needed to create a workspace that suits your unique requirements.


Personalizing Your Home Screen in D365 Business Central


First, select the gear icon in the top right corner.


A screenshot of the D365 Business Central home screen. Select the gear.

Then, select personalize.


A screenshot of the D365 Business Central home screen. Select Personalize

Once you do this, you will see that your screen changes slightly.


A screenshot of the D365 Business Central home screen. Personalization screen change.

If you hover over items you'll see a red icon. That red icon allows you to hide, show, or move any of the items on your home screen.


A screenshot of the D365 Business Central home screen. Select Red Icon.

To hide an item, click on the red icon and select hide. Once the item is hidden it will be faded out on your screen.  


A screenshot of the D365 Business Central home screen. Hide Elements.

You can also select items to move them by clicking on the red icon and dragging the item to a new location.


A screenshot of the D365 Business Central home screen. Drag Elements.

You can move almost anything on this dashboard to customize it to your benefit and make it work more efficiently for you.


Personalization in the Customer List


In the Customer List, if you scroll to the right, you will lose sight of your customer names. In order to see the customer names, you can freeze the column so that it shows while you scroll on to the right.


A screenshot of the D365 Business Central Customer List.

To freeze a cell in your Customer List, click on the gear icon at the top of the screen again


A screenshot of the D365 Business Central Customer List. Select gear icon.

Select personalize from the settings dropdown.


A screenshot of the D365 Business Central Customer List. Select Personalize.

Find the cell you want to freeze and click on the red icon next to its header.


A screenshot of the D365 Business Central Customer List. Select Set Freeze Pane.

Select Set Freeze Pane and the column will remain in place as you scroll.  


A screenshot of the D365 Business Central Customer List. Successful frozen pane.

Training Video: How to Schedule Reports in D365 Business Central



If you have any questions about this topic or any other Dynamics 365 related enquiry, get in touch with the experts at Kwixand Solutions. For more Business Central training videos, don't forget to subscribe to our YouTube channel and follow us on LinkedIn, Facebook, Instagram, and Twitter.

コメント


bottom of page