Dynamics Community Forum Thread Details

Best-Practice Personalize vs. Design vs. Extension

I am relatively new to the Business Central environment and wondered what is the most suitable solution in practice for the following topic:

In projects with different customers, you spend a lot of time at the beginning adapting the individual pages to the needs of the customer (hide unnecessary fields, show required fields, etc.).

For the logged-in user, this works via "Personalize", whereby this only applies to the user....so it is not suitable to provide the customer with a prefabricated design.

With the "design mode" you have the problem that a separate extension is made for each change. It is often the case that you make changes several times in the course of training courses and workshops and thus subsequently have an almost infinite collection of extensions that only concern design adaptations. This quickly becomes confusing and confused.

Unfortunately, not all fields available in the tables are available via "Profile Adjustments" to choose from. If you need a field that would only be available in "design mode", this cannot be adjusted via it.

Consequently, almost all that remains is the way via VSCode and the creation of your own customer-specific app with the page design, right?

I would find the following useful:

Creation of new profiles (roles) for the customer (e.g. Customer_Purchase, Customer_Sales, Customer_Finance etc.) and then the adjustments to the design behind it. Then you can assign the role to the users and they then inherit the design that was configured behind the profile (role).

How do you proceed here and what do you recommend from your experience what is the "best" procedure for this.