Business Central 2023 wave 1 (BC22) new features: Tailor the action bar to fit your needs on document lines (Personalize actions on subparts)

Dynamics 365 Business Central

Hi, Readers.
The public preview for Dynamics 365 Business Central 2023 release wave 1 (BC22) is available. Learn more: Link.

I will continue to test and share some new features that I hope will be helpful.

Tailor the action bar to fit your needs on document lines:

Business value:
Personalizing actions can improve productivity, reduce noise and distractions, and save new users time when they’re getting started with Business Central. Personalized actions can make Business Central fit the needs of your industry, company, or your people.

Feature details:
We’ve added flexibility to the ways you can personalize menus to suit your preferences. In addition to the action bar at the top of pages, you can also personalize actions on subparts in the content area. For example, you can personalize the action bar for document lines. This gives you extra opportunities to work in Business Central in ways that suit you best. Personalizing pages is just a matter of choosing Personalize on the Settings menu in the upper right corner of Business Central, and then making your change.

This is a great improvement. As you might know, you can personalize your workspace to suit your work and preferences. Change pages so that they display only the information you need, where you need it. The personalization changes will only affect what you see, not what other users see. More details: Personalize Your Workspace

Open any page that you want to personalize. In the upper-right corner, select the Settings icon, and then choose the Personalize action.

The Personalizing banner appears at the top to indicate that you can start making changes.

Personalization lets you decide which actions to show on the navigation and action bars and on Role Centers, and where to show them. You can show, hide, or move individual actions or action groups.

But as of BC 21.4, we cannot personalize actions in subparts, such as Sales Order Subform (46, ListPart).

With this update it has changed, we can finally personalize actions on subparts.👏👏👏

Give it a try!!!😁

1. To clear personalization, select the arrowhead around the part’s designer menu, and then choose Clear personalization.

2. Actions in Factbox still cannot be personalized.

3. Actions in subparts cannot be moved to the main page.

Business Central Launch Event (2023 release wave 1) 


Hope this will help.

Thanks for reading.



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