Business Central Personalisation FAQs

Issue:  Assigning Permissions

Method :  Firstly Navigate to your Users List and then select “Edit” as below..

You will see the below screen,,

To assign a new Permission from the List of available Permission Sets find a blank line as below and then choose the applicable Permission and select “OK”

You should then see this Permission has been added to the Users List as below:

FAQ: How to apply a personalisation to the whole department.  

Issue: I would like to customise my whole department’s views on certain pages. How can I do that? 

How to fix it:  

In Dynamics NAV you used to be able to run the system in Configuration Mode which allowed you to make personalisation changes to the system and would apply it to anyone with that same Role. How can this be done in Business Central? 

By using Design. Design is a function that is only available in the Sandbox environment of Business Central, and will appear underneath the Personalisation button. When you click this button, it will change the screen in a similar way as though you were doing a Personalisation (we have a video available on how to personalise).  

Once you’re satisfied and have made all the changes you want, click Stop Designing at the top of the page. This then opens up a page that allows you to save the changes you’ve made as an extension. You need to give the extension a name, the publisher and then tick Download Code.  

This will download a zip file to your computer.  

Now all you need to do is go into your Production environment, navigate to Extension Management and click the button to install a new extension. Find the one on your machine and it will install it. Then click publish and it will apply the changes.  

Bear in mind, these changes are restricted to only the one role that you made the changes in the Sandbox environment. You will need to do this multiple times if you have multiple roles that you want to change.  

How can I set up default permission sets for a department?

When new users start at a company, it can be time consuming to give them their own specific permissions. There is a way to create a batch of permissions sets that can be applied to users when they join certain departments.

There are default groups in Business Central, that are associated with a Default Profile.
However it’s very simple to create your own. All you need to do is click new, give it a name and then in the ribbon there is the button “User Group Permission Sets”. This allows you to give the user group which ever permission sets you wish. Then it’s just a case of assigning the User to the User Group and the User will get all of those permissions.

How to set Default Dimension Priorities

For a particular dimension type, a sales order for instance may have one dimension value for the customer, and a different one for the item.

BC will default to the dimensions relating to the lower table number, in this case the customer.

If the item should have priority, the default dimension priorities should be adjusted.

Either search or go to Default Dimension Priorities:

Select a Source Code – in this case Sales

BC will show the current default in the order of the tables involved. (Customer has a lower table number so defaults to priority.)

By changing the sequence, Item becomes the priority, and the dimensions will come from the Item if there is a conflict:

I want to see what settings a user has set when emailing or printing a document

In order to see the settings used in ‘Last used options and filters’, navigate to ‘Report Settings’ using the search feature – from here you can either filter the search down to the user or the report ID, it even breaks it down to which company these settings are for.

You cannot directly edit the settings from this list, however if you find the report ID and user that you want to check, then click copy:

This will bring up a Copy of the report settings highlighted.

You can now edit and view the ‘Last know options’ that are selected. This will show the settings that are saved.

If you want to create a set of filters and options that are used, you can edit the name of the name of this copy:

This option can then be saved and selected when you next run the report selected:

This can also be shared with all users, if you want to implement the same saved filters to every user to be able to select from