How to customize your home page?

Customizing the home page is possible thanks to the personalization feature in Business Central. Below is a guide on how to set our page as the default and tailor it to your needs.

Setting our page as the default

To ensure our home page opens by default in Business Central, follow these steps:

  1. Assign the N24 | Custom Role Center role to the selected users:

    1. Open User Settings, select a user, and click Manage -> Edit from the action bar.
    2. Click ... next to the Role field and select N24 | Custom Role Center.

    Once the role is assigned, the user will see a blank home page upon logging into Business Central, ready for customization.

Adding pre-made elements

The home page includes pre-configured sections that can be easily added:

  1. Navigate to the home page and click the gear icon in the top-right corner.
  2. Select the Personalize option and wait a few seconds for all elements to load.
  3. Hidden elements, marked with diagonal lines, can be added to the page:
    • Click the desired element and then select Show.
    • The lines will disappear, indicating that the element is now visible.
      alt text
  4. To move sections, drag them to the desired location by holding the left mouse button on the red triangle. A red line will indicate the available drop zones. alt text
  5. When finished, click the red Done button to save the changes.

Adding custom tiles

You can add up to five custom tiles to the home page:

  1. Search for N24 | Home Page Setup in the search bar.
  2. On the opened page, select the table whose data will be displayed.
  3. Fill in the Display Name field, which will appear on the tile.
  4. In the Calculation Method field, choose the calculation method:
    • The currently available option is Count, which displays the total number of records in the table. Leaving the field empty sets the tile value to 0.
  5. Select the color for the tile.
  6. Once configured, the tiles will appear on the home page.

alt text alt text