Business Central 2025 wave 2 (BC27): Add more fields and columns by personalizing pages

Hi, Readers.
The public preview for Dynamics 365 Business Central 2025 release wave 2 (BC27) is available. Learn more: Link.

I will continue to test and share some new features that I hope will be helpful. In this post, I would like to talk about Add more fields and columns by personalizing pages.

Add more fields and columns by personalizing pages:

Business value:
Different businesses and users need specific information to complete their processes efficiently. Personalization in Business Central is a powerful tool that lets you tailor the information on your pages by adding fields or columns from a set list. You can now choose from even more fields and columns to add to some pages. This enhancement is driven by community feedback, addressing a common request and giving you greater control over the information displayed. It helps you work more effectively with the data that’s most important to your business operations.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave2/smb/dynamics365-business-central/add-more-fields-columns-personalizing-pages?wt.mc_id=DX-MVP-5004336

In each major update, Microsoft will add some fields to the page object, which allows users to use the Personalization feature to customize the workspace and display these on the page. For examples,

It’s the same this time, Microsoft has added the following columns.

Statistics Group field

You can add the Statistics Group field on these pages:

Item Card

Item Template Card

Vendor Card

Vendor Template Card

Customer Card

Customer Template Card

Allow Multiple Posting Groups and Price Calculation Method fields

Besides the Statistics Group field, you can add the Allow Multiple Posting Groups and Price Calculation Method fields on the Customer Template Card page.

According to my test, these two fields have been added to the page, but they are controlled by variables. If you turn on the following two options, you can see these two fields.

PS: Business Central 2023 wave 2 (BC23): Use different general ledger accounts for payables, receivables (Change default customer/vendor posting group)

Sell-to Customer Name 2, Bill-to Name 2 on project documents

You can add the Sell-to Customer Name 2 and Bill-to Name 2 fields on these pages:

Project Archive Card

Project Task Card

Sell-to Customer Name 2 is displayed only when the Project’s Task Billing Method is Multiple customers.
More details: Business Central 2024 wave 1 (BC24): Create projects you can invoice to multiple customers (Task Billing Method)

These fields are available in personalization only when you set up the document to use alternate or custom addresses instead of the default addresses for shipping and billing. For example, the Ship-to field is set to Alternate Shipping Address or Custom Address. The same rule applies to address-related fields in the following sections.

Buy-from Vendor Name 2 and Pay-to Name 2 fields on purchase documents

You can add the Buy-from Vendor Name 2 and Pay-to Name 2 fields on these pages:

Blanket Purchase Order Archive
Purchase Order Archive
Purchase Quote Archive
Purchase Return Order Archive
Blanket Purchase Order
Purchase Credit Memo
Purchase Invoice
Purchase Order
Purchase Quote
Purchase Return Order
Posted Purchase Credit Memo
Posted Purchase Invoice
Posted Purchase Receipt
Posted Return Shipment

For example,

Sell-to Customer Name 2 and Bill-to Name 2 fields on sales documents

You can add the Sell-to Customer Name 2 and Bill-to Name 2 fields on these pages:

Blanket Sales Order Archive
Sales Order Archive
Sales Quote Archive
Sales Return Order Archive
Blanket Sales Order
Sales Credit Memo
Sales Invoice
Sales Order
Sales Quote
Sales Return Order
Posted Return Receipt
Posted Sales Credit Memo
Posted Sales Invoice
Posted Sales Shipment

For example,

Name 2 and Bill-to Name 2 fields on service documents

You can add the Name 2 and Bill-to Name 2 field on these pages:

Service Order Archive
Service Quote Archive
Service Credit Memo
Service Invoice
Service Order
Service Quote
Posted Service Credit Memo
Posted Service Invoice
Posted Service Shipment

For example,

Shipment Method Code, Shipping Agent Code, Shipping Agent Service Code on Service Quote

Use personalization to add Shipment Method Code, Shipping Agent Code, and Shipping Agent Service Code fields on the Service Quote page.

Great, give it a try!!!😁

END

Hope this will help.

Thanks for reading.

ZHU