One of the first personalization options you may want to configure is the Microsoft 365 banner theme. This can improve visibility and make Business Central easier to use. In some environments, the top banner may appear white by default. When this happens, important icons such as Search, Notifications, and Settings may be difficult to see. To change your banner theme:

1. Select the Settings gear icon.
2. Under Microsoft 365 settings, choose View All.
3. Browse the available themes.
4. Select a theme that provides better visibility and matches your preferences.

Using a darker or more contrasting theme can make frequently used Business Central controls easier to locate.

Setting up company badges in Business Central

Company badges help users quickly identify which company they are working in. This is especially useful for organizations that manage multiple companies or frequently work in test and production environments. To create or modify a company badge:

1. Select the Settings gear icon.
2. Open Company Information.
3. Scroll to the Company Badge field.
4. Select Custom.
5. Enter a badge name.
6. Choose a badge color.

After saving, the badge appears in the upper-right corner of Business Central beneath your user profile. This provides a visual indicator of the company you are currently working in. A key limitation to keep in mind is that company badges are limited to four characters. Establishing a consistent naming convention can help make badges more meaningful for your users.

Creating and saving custom views

Lists in Business Central contain a large amount of information. Custom views allow you to filter those lists so users can focus on the records most relevant to their work. For example, you may want to create a customer list that only displays accounts with an outstanding balance. To create a custom view:

1. Open a list, such as the Customer List.
2. Select the Filter option.
3. Apply the filters you need.
4. Review the filtered results.
5. Save the view and give it a meaningful name.

The saved view will remain available for future use, helping users quickly access the information they need.

Sharing custom views with other users

Once a custom view has been created, it can be shared with other Business Central users. To share a view:

1. Open the saved view.
2. Copy the URL from your browser.
3. Send the URL to another user.
4. Have the recipient open the URL in their browser.
5. Ask them to use Save As to save the view for their own use.

When the URL is opened, Business Central loads directly into the filtered view associated with that link.

Requirements for shared views

For a shared view to work properly, the recipient must:

• Have access to the same Business Central company.
• Have security permissions to access the associated list.
• Save the view for their own profile if they want to use it in the future.

Custom views can be an effective way to standardize how teams access and review data, especially for accounting, customer service, and operational users who frequently work with the same filtered information.

Key takeaways

• Use Microsoft 365 themes to improve visibility and make key Business Central navigation tools easier to access.
• Add company badges to quickly identify whether you're working in a production or test company.
• Create custom views to focus on the records that matter most to your role.
• Share views by sending the URL, allowing others to save and use the same filtered list.
• Shared views require access to both the company and the underlying Business Central list.