Jan 24, 2024
1 min read

D365 Business Central : Preview Personalisation

Personalisation is a great feature that allows users to customise their workspace and tailor it according to their needs and preferences. Here's a trick when doing personalisation.
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Personalisation is a great feature that allows users to customise their workspace and tailor it according to their needs and preferences. Here’s a trick when doing personalisation. Did you know you can preview fields and values before adding the fields?

When you select a field in the list, it will preview and highlight its location on the page in a shaded state. Once you’re sure that the previewed field is the one you want, you can move it to your desired location.

Preview Personalisation in List Page

Preview Personalisation in Card Page.

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