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Add more fields to Customer Cards

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How do we add more fields to customer cards in Dynamics 365 Business Central?

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YUN ZHU 61,304 Super User on at

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Add more fields to Customer Cards

Hi, hope the following helps.

Customize the user interface for user roles - Business Central | Microsoft Learn

And, Business Central 2023 wave 2 (BC23): Add existing table fields to optimize your pages (Adding Table Fields to Page without Page Extensions)

https://yzhums.com/43183/

Thanks.

ZHU
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Saurav.Dhyani 10,463 User Group Leader on at

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Add more fields to Customer Cards

Hi,

To add fields into existing pages without development there are three ways -

1. Personalize.
2. Design.
3. Profile Customization in #msdyn365bc

Refer This video to understand which one to use when - https://youtu.be/ClDBrDwcvpk

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube
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Judy Microsoft Employee on at

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Add more fields to Customer Cards

Hi, to add more fields to customer cards, you can use personalization.

Start personalization by selecting the gears icon, and then the Personalize action. Then you can add fields to the customer cards.

Best Regards,

Judy

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