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Microsoft

Tailor roles and design the UI for Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

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  • Module 1: Do you want to learn how to create a Role Center page for Microsoft Dynamics 365 Business Central? In this module, you'll learn how a Role Center is constructed, how to create activity pages that are linked to cue tables, and how to create your own headlines.
  • In this module, you will:

    • Create a Role Center page.
    • Create an activity page with a Cue table.
    • Create My pages.
    • Create a HeadlinePart page.
  • Module 2: Assisted Setup guides you in configuring Business Central. Do you want to learn how you can integrate with the Assisted Setup feature and create your own wizard pages? If so, this module will explain that process.
  • In this module, you will:

    • Use Assisted Setup.
    • Create wizard pages.
    • Integrate with the Assisted Setup feature.
  • Module 3: Do you want to know how to use notifications to better interact with other users? If so, this module explains how you can create and send notifications to users.
  • In this module, you will:

    • Identify the differences between modal and non-modal messages.
    • Create notifications.
    • Send notifications.
    • Add actions to a notification.
    • Pass data by using notifications.
  • Module 4: Do you want to further customize the UI experience for a user? Do you want to be able to add your pages and reports to the search functionality? In this module, you'll learn how to create page customizations for specific user profiles and extend the application areas.
  • In this module, you will:

    • Add objects to the search dialog.
    • Create page customizations.
    • Define profiles that are linked to a Role Center and page customizations.
    • Create custom views.
    • Extend the application areas in Business Central.

Syllabus

  • Module 1: Develop a Role Center in Dynamics 365 Business Central
    • Introduction
    • Create a Role Center page
    • Create activity page parts
    • Integrate with the Cue Setup
    • Create Role Center lists
    • Implement headline parts
    • Exercise - Create a Role Center page with an Activity page
    • Check your knowledge
    • Summary
  • Module 2: Build an Assisted Setup in Dynamics 365 Business Central
    • Introduction
    • Use Assisted Setup
    • Create a wizard page
    • Integrate with Assisted Setup in your extension
    • Exercise - Build a wizard page with Assisted Setup
    • Check your knowledge
    • Summary
  • Module 3: Send notifications in Dynamics 365 Business Central
    • Introduction
    • Work with notifications
    • Create and send notifications
    • Exercise - Create a notification
    • Check your knowledge
    • Summary
  • Module 4: Customize the UI experience in Dynamics 365 Business Central
    • Introduction
    • Add objects to search
    • Create page customizations
    • Create profiles in application language
    • Use and create views in application language
    • Extend application areas
    • Check your knowledge
    • Summary

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