How to Customize and Set Default View in Business Central

Business Central is a powerful tool that can be customized to meet your specific business needs. One of the best ways to make the most of the software is to customize your default view. This guide will walk you through the steps to customize and set your default view.

Adding Sub-menu Items to Your Command Bar

The first step is to add sub-menu items to your command bar. The command bar is where you can access all the functions and features of Business Central. By adding sub-menu items, you can access your most-used features with just a click.

To add sub-menu items to your command bar, follow the steps in the 

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How to add Sub-menu items to your command bar in Business Central

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Once you have added sub-menu items to your command bar, the next step is to change your role type. Your role type determines which menus are available to you. By changing your role type, you can access different menus and customize your view.

To change your role type, follow the steps in the 

Business Central - Changing Your Role Type (Affects Menus Only)

Finally, you need to change your active company. Your active company determines which data you can access. By changing your active company, you can customize your view to show only the data that is relevant to you.

To change your active company, follow the steps in the 

Business Central - Changing Your active Company

Now that you have customized your view, it's time to set it as your default. To set your default view, follow these steps:

1. Click on the "Home" button in the command bar.

2. Customize your view by adding or removing web parts, resizing web parts, and rearranging web parts.

3. Click on the "Personalize" button in the top right corner of the screen.

4. Select "Set as Default" from the drop-down menu.

Congratulations! You have now customized and set your default view in Business Central. With these changes, you can access your most-used features, customize your menus, and access only the data that is relevant to you.

Business Central Customization