web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Unanswered

Best-Practice Personalize vs. Design vs. Extension

(0) ShareShare
ReportReport
Posted on by 5

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.

I have the same question (0)
  • YUN ZHU Profile Picture
    94,170 Super User 2025 Season 2 on at
    RE: Best-Practice Personalize vs. Design vs. Extension

    Hi, my priority:

    Customize Pages in Profiles > Personalize > Design

    pastedimage1668986324729v1.png

    Personally, I do not recommend users to use Design. As you know, the Design feature can only be used in Sandbox. I think this is for developers.

    PS: I have discussed some about the usage of Design, and hope to give you some tips.

    Pull designer changes into VS Code (F6 -> Design in BC -> Alt + F6)

    https://yzhums.com/30951/

    Finish up Design in a specific extension (Adding Design contents to a specific extension, not creating a new extension)

    https://yzhums.com/27647/

    How to deploy your Design Extension (.zip file) to production environment

    https://yzhums.com/21735/

    Controlling user access to Designer

    https://yzhums.com/7241/

    Hopefully other experts can give you better advice.

    Thanks.

    ZHU

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,553

#2
Sumit Singh Profile Picture

Sumit Singh 2,057

#3
YUN ZHU Profile Picture

YUN ZHU 1,915 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans