Skip to main content

How Personalization in Dynamics 365 Business Central Transforms Your Workflow

Published Date
Author Timothy Sparks

In this series of bimonthly blogs, Western Computer shares our expertise with tips and tricks to help users work more efficiently in Microsoft Dynamics 365 Business Central. Based on our more than 35 years in business—with 1,250+ solution implementations, including more than 350 in the cloud—we share the expertise we have accumulated to enable users to work as proficiently as possible. You can also subscribe to these blogs in our LinkedIn newsletter.  

Flexible features in Microsoft Dynamics 365 Business Central which allows users to tailor the system interface to their exact needs. Unlike standard, one-size-fits-all software, Business Central’s Personalization feature lets you customize your workspace. Personalization helps make Business Central more intuitive and efficient by adapting the system to your specific business processes and role-based tasks, allowing users to focus on what matters most without unnecessary clutter or steps. 

Whether it’s rearranging menus, adding or removing fields, or streamlining data entry, Personalization makes the system work for you. 

Why Personalization is a Game-Changer 

For many users, Personalization is a time-saver and productivity booster. Imagine being able to customize your workspace to hide irrelevant fields, arrange your menus for quick access to essential features, or even lock certain fields to prevent accidental changes. These small adjustments add up, allowing you to reduce clutter, focus on the most relevant data, and eliminate unnecessary steps in your workflow. 

A great example of this is the Quick Entry feature, which allows users to skip over irrelevant fields when inputting data. If you’re entering multiple records or working with repetitive tasks, this can save a lot of time, improving both accuracy and speed. For users who handle large volumes of data daily, these small customizations make a world of difference. 

How Personalization Benefits Business Central Users 

Personalization in Dynamics 365 Business Central enhances efficiency by letting users design an interface that suits their specific needs. Some of the ways Personalization improves user experience include: 

  • Streamlining workflows: By hiding or rearranging fields, users can focus on the data that’s most important to them. You can also pin essential lists directly to your Role Center for quicker access. 

  • Reducing clicks: With frequently used actions right where you need them, you’ll save time navigating the system and can complete tasks faster. This is especially useful for repetitive tasks like data entry or invoicing. 

  • Enhancing data accuracy: By locking editing capabilities on specific fields, you can prevent accidental changes and ensure the integrity of your data. This is critical for departments handling sensitive information, like finance or operations. 

Real-World Use Case: Simplifying the Invoicing Process 

One finance department we worked with needed to optimize their invoicing process. The layout was cluttered, and they were spending too much time navigating through unnecessary fields. Using Personalization, we helped them streamline their workflow by hiding unused fields and setting up quick access to key functions like posting and emailing invoices. The result? A more focused interface that saved the team hours each week by reducing unnecessary clicks and improving efficiency. 

Who Benefits from Personalization? 

The beauty of this feature is that it’s beneficial to any company, regardless of size or industry. Different businesses, even within the same sector, often have unique workflows and operational needs. Personalization allows Dynamics 365 Business Central to adapt to these differences, ensuring the system aligns with how your team works. Whether you’re in finance, sales, or operations, Personalization gives you the flexibility to create a workspace that supports your specific business processes.