As a user, you can customize the layout of the user interface to best suit your personal preferences. You perform this UI personalization in your personal version of the product, defined by your user logon.
|The administrator in your company may have already customized your user interface to a role-specific layout for all users who have the same profile as you and use the same Role Center. Customization that you make to your interface is saved under your user logon and will be preserved even when new role-specific layouts are rolled out in your company. For more information, see Configure the User Interface.|
You can personalize many parts of the user interface, including which actions to include on the ribbon, how fields are positioned on FastTabs or in FactBoxes, and which menu items to include in the navigation pane. You perform this work in the Customize window, which you can open from practically all types of pages.
You can record multiple customizations of the same page based on different access points to the page. For example, the Sales Orders window can be customized to look different when it is opened from the Customer Card window than when it is opened from the Sales Order Processor Role Center. The point from which you access the page to be customized is recorded in that specific page customization. Accordingly, there may be multiple page-customization records in the database, as you can see in the Delete User Personalization window.
You can cancel UI customization that you have made, either for a specific area on a page, such as a ribbon, or for the whole page. Your page layout is then reset to the default user interface for your profile.
In addition to UI customization that you perform in the Customize window, you can make basic changes of your view of the UI. You can adjust the size and position of any window, expand the width of columns and increase the height of column headers, and change the sorting of data in columns. You also perform a type of personalization, when you select default options on dialog boxes that you are presented with when Microsoft Dynamics NAV receives external files or must run automation objects. You can cancel such basic UI changes and default settings for handling files and automation objects with different functions than those for canceling UI customizations.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
Specify for which application areas users see fields and actions.
Change which actions to show on the ribbon and how the actions are grouped.
Change which FastTabs to show and which fields to include on the FastTabs.
Change which FactBoxes to show and which fields to include in FactBoxes.
Specify if you want to always display the filter pane at the top of a list page and document page and if you always want to show FactBoxes on a page.
Add, remove, or change the order of list or document-line columns that represent fields in the underlying tables.
Define a divider on the horizontal layout of columns in front of which columns do not move when you scroll horizontally.
Rename or rearrange buttons, create a new menu button, add a link to a menu, or rearrange the order of a menu.
Add a link from a department page to your Role Center.
Add a chart to your Role Center or to a list page.
Cancel customization that you have made to your user interface, either for a specific area on a page, such as a ribbon, or for the whole page.
Adjust the size and position of windows and columns by dragging, increase the height of column headers, and change the sorting of data in columns.
Select default options on dialog boxes that you are presented with when Microsoft Dynamics NAV receives external files or must run automation objects.
Undo basic UI changes and default settings for handling files and automation objects.