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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… Create Customizations for Other Users Using Profiles

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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.

So far I’ve shown how to personalize Dynamics BC to make pages, FactBoxes and action bars, but only for the user you’re log in as. However, it is possible to personalize Dynamics BC for multiple people via a profile. A profile is the personalization name for a role which can be assigned to users and give them the same set personalizations.

In this article, I’m going to show how you can create a profile of personalizations.

Start off by searching for Profile and select the Profiles (Roles) list page:

Search for profile

Find the profile you want to amend and click Manage » Edit on the action bar:

Profiles (Roles) list page with Bookkeeper selected

Once the profile page opens, click the Customize pages action on the action pane:

Profile (Role) page for the Bookkeeper profile with the Customize pages action highlighted

A new browser tab will be opened in Customization mode where you can navigate around either by searching, using Ctrl + Click or clicking on the red triangle which appears on hover and select Open:

Navigate in customization mode

Once you have customized everything you want to do, click the {b]Close[/b] button on the customization bar; A confirmation dialog will be displayed telling you that you can close the browser tab:

Customization completed successfully message

Any user who selects this role in their My Settings page will see the customized pages.

You can reopen a profile at any point and select Related » Manage customized pages:

Profile showing the related menu with the Manage customized pages action highlighted

All customisations on the profile will be listed; the only manage option available is to delete the customization:

Customized pages on the Bookkeeper role

One important point to note is that profiles are shared within an environment, so making a change in one company will affect all others.

In Microsoft Dynamics 365 Business Central, how do I…

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In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
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
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles

Read original post In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles at azurecurve|Ramblings of an IT Professional


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