Your ERP, Your Way: Personalization in Dynamics 365 Business Central
- Connor Chavez
- Apr 7
- 2 min read
Every business operates differently—and Microsoft Dynamics 365 Business Central recognizes that. With a wide range of personalization tools and extension capabilities, this cloud-based ERP (enterprise resource planning) helps organizations streamline operations, empower users, and adapt quickly to evolving business needs.
From drag-and-drop interfaces to advanced development options, Business Central enables you to shape the system around your workflows.
Tailored Dashboards for Role-Based Efficiency
Every role in your organization—from finance to operations—needs access to specific information to make timely decisions. Business Central supports this through customizable Role Centers, which display personalized dashboards based on the user’s function. Key data, KPIs, and tasks are front and center the moment users log in, helping streamline productivity and reduce time spent searching for information.
Flexible Interface and Smart Navigation
Business Central’s user interface can be customized on the fly with intuitive page personalization tools. Employees can adjust field layouts, rearrange tabs, or remove irrelevant elements through a simple drag-and-drop experience. These personal views are retained across devices, ensuring consistency whether at a desktop or on the go.
For quick access, Smart Bookmarking lets users pin high-traffic pages and reports directly to their Role Center. This feature reduces time spent navigating through menus, helping users stay focused on what matters most.
Extending Capabilities Through Add-Ons and AppSource
Out-of-the-box functionality is just the beginning. Business Central integrates seamlessly with Microsoft AppSource, an ecosystem of certified third-party add-ons built to extend ERP capabilities. Whether you need payroll processing, eCommerce integration, or advanced reporting, there’s likely a vetted solution ready to plug in.
These add-ons provide flexibility without disrupting your core system. And because they are designed as extensions, they’re easy to install, update, and remove as your needs evolve.
Custom Development for Unique Business Needs
If your business requires functionality that goes beyond existing extensions, Business Central supports custom coding using AL, Microsoft’s modern ERP development language. Developers can build bespoke workflows, tailor APIs, or create entirely new modules—without altering the base system.
This approach ensures your ERP remains future-proof. Unlike older systems that risk losing customizations during upgrades, Business Central isolates custom code in extension layers, keeping updates smooth and conflict-free.
Personalized ERP + Microsoft Ecosystem = Productivity Boost
What truly sets Business Central apart is its integration with the broader Microsoft ecosystem. Features like Power Automate allow for task automation across systems. Tools like Power BI bring powerful analytics to your personalized views. And with Microsoft Copilot, users can leverage AI for quick data summaries, content generation, or decision support—further enhancing the personalized experience.
A Scalable System Built Around You
Embracing Business Central’s personalization capabilities means building an ERP that adapts to your processes—not the other way around. From user-friendly interface adjustments to deep development tools, every layer of the system is designed to support your unique goals.
Need Help Customizing Business Central to Fit Your Operations?
Schedule a free consultation today to explore how CBR Technology can personalize your ERP for maximum efficiency!
Phone: 855.227.0700
Email: sales@cbrtechnology.com
Website: cbrtechnology.com
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