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Small and medium business | Business Central, N...
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Role Center Customization in Business Central: Removing and Adding Specific Cues Across Roles

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Microsoft Dynamics 365 Business Central provides several standard Role Centers with predefined cues and activities. While these are helpful in general, I recently faced a requirement where certain standard cues needed to be removed, and new role-specific cues needed to be added, based on business usage.

I wanted to check with the community on standard/functional approaches vs customization before proceeding further.

 
 

🔹 Scenario

We are reviewing and refining Role Centers for different user roles to ensure that users see only relevant information.

The following changes are required:

 
 

🔹 Sales & Relationship Manager Role

We want to remove the following standard cues from the Role Center:


  • Campaign-related Cues

  • Job Queue Tasks

  • Timesheets

These activities are not relevant for this role in our implementation.

 
 

🔹 Business Manager Evaluation Role

  • Remove Shopify Activities–related Cues from the Business Manager Role Center

These cues are visible even though Shopify activities are not part of the evaluation users’ daily responsibilities.

 
 

🔹 Shipping & Receiving – Warehouse Management System Role

  • Add a Transfer Order–related Cue to the Role Center

Requirement details:

  • The cue should show only Transfer Order–related documents

  • First preference is to reuse any existing standard cue, if available

  • If no standard option exists, a custom cue may be required


 

🔹 Questions for the Community

  1. Are there any standard ways (permissions, profile configuration, feature setup, or role customization) to

    • Hide or remove specific cues like Campaigns, Job Queue Tasks, Timesheets, or Shopify Activities?

  2. Are these cues driven purely by:

    • Assigned permissions?

    • Enabled features (e.g., Shopify integration)?

    • The Role Center page design itself  

  3. If no functional approach exists, is Role Center page customization the recommended and safe approach?

  4. For Transfer Orders:

    • Does any standard cue already exist that can be reused or configured to show only Transfer Orders?

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