Drag and Drop Question You are implementing Dynamics 365 Business Central for a client. You need to ensure that the user interface (UI) meets the client's requirements. Which approach should you…

The correct answer is Personalize; Design; Customize. D365 Business Central: UI Approach Explanations > Note: The question is missing the actual requirement descriptions - only the answer arrangement is shown. The explanation below is based on the standard MB-800 exam mapping for these three items. --- The Three Approaches 1…

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Question

Drag and Drop Question You are implementing Dynamics 365 Business Central for a client. You need to ensure that the user interface (UI) meets the client's requirements. Which approach should you use? To answer, drag the appropriate approaches to the correct requirements. Each approach may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point. Answer:

Exhibit

Answer Area

Drag items

PersonalizeCustomizeDesign

Correct arrangement

Personalize
Design
Customize

Explanation

D365 Business Central: UI Approach Explanations

Note: The question is missing the actual requirement descriptions - only the answer arrangement is shown. The explanation below is based on the standard MB-800 exam mapping for these three items.

The Three Approaches

1. Personalize → Requirement 1

Typical requirement: A user wants to modify their own view of a page (e.g., hide fields, rearrange columns) for personal use only.

Why Personalize:

Available to any end user - no admin rights needed
Changes are per-user only - no one else is affected
Accessed via the gear icon → Personalize on any page
Common actions: hide/show fields, freeze columns, move fields, add fields from the page's underlying table
Changes persist across sessions but are isolated to that user's profile

2. Design → Requirement 2

Typical requirement: A developer or admin needs to make structural changes to a page that affect all users globally.

Why Design:

Requires admin/developer access in the web client
Accessed via gear icon → Design (only visible to admins)
Makes changes at the page definition level - affects all users regardless of their profile
Can add fields that aren't already on the page (including from related tables via extensions)
Changes are more permanent and structural than Customize

3. Customize → Requirement 3

Typical requirement: An administrator needs to configure the UI for all users belonging to a specific role/profile.

Why Customize:

Done via Profiles (Roles) page → select a profile → Customize pages
Changes apply to all users assigned to that profile/role
Scope is between Personalize (one user) and Design (all users)
Admins can set a "baseline" UI for a role, which users can then further Personalize

Scope Hierarchy (Key Concept)

Design      → All users (global, structural)
Customize   → All users in a specific profile/role
Personalize → Single user only

Common Mistakes

Mistake	Correction
Confusing Customize and Personalize	Customize = role-wide; Personalize = individual
Thinking Design is only for AL developers	Admins can use the in-browser Designer without writing code
Assuming Personalize overrides Customize	They stack - Customize sets the profile baseline, Personalize layers on top
Thinking any user can access Design	Design requires administrator permissions in Business Central

Topics

#UI customization#profile configuration#personalization#role center

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