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Dynamics 365 Community / Blogs / azurecurve | Ramblings of a Dynamics BC Consultant / In Microsoft Dynamics 365 B...

In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar

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Ian Grieve Profile Picture Ian Grieve 22,784
Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Customisation), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

If you’ve been following this series, you’ll have seen that we can do a lot to personalize Dynamics BC including pages and FactBoxes. The action bar is no different; you can tailor it to improve your efficiency by moving items you use a lot or hide ones you don’t use at all.

There is a few personalization actions which can be taken:

  • Move actions.
  • Hide actions.
  • Remove personalizations.

To personalize the action bar, click the Settings icon in the top right corner and select Personalize:

Open Personalization

If you hover over an action and click and hold on the red triangle you can drag-and-drop the action to a new location; if you left-click the red triangle you can choose Hide:

Move or hide an action

Personalization also includes moving actions from the menus to new locations:

Personalize action menus

If you have moved an action from a menu to a new location then there is a new option available on that field if you click the red triangle; you can click Remove to remove the personalization, after which the action will return to its original location:

Remove a personalization

In Microsoft Dynamics 365 Business Central, how do I…

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In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
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In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I…
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar

Read original post In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar at azurecurve|Ramblings of an IT Professional


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