Changing Which Features are Displayed
Business Central is designed to help you run your business, regardless which line of business you are in. At the core of Business Central, you find financial reporting and sales and purchasing processes. You add experiences to that according to your business needs by adding extensions from AppSource or by changing the Experience setting for your company. For more information, see Customizing Business Central Using Extensions, or Choosing a User Experience to Show or Hide Features.
Choosing a User Experience to Show or Hide Features
The user experience determines how much of the core functionality is available when you and your colleagues use Business Central. You can choose the user experience for your company on the Company Information page, in the Experience field.
This setting applies to all users in your company. Users can customize their own experience even further by changing page layouts and content. For more information, see Personalizing Your Workspace and Pages.
The following table lists the experiences that are currently available.
|Experience||Impact on User Interface|
|Essential||Shows all actions and fields for all common business functionality.|
|Premium||Shows all actions and fields for all business functionality, including Manufacturing and Service Management.|
The experiences that you can select from in Business Central depend on your solution license, called a plan. For information about the Essential and Premium plans, see Business Central on the Microsoft Dynamics 365 marketing site. See also the Business Central Licensing Guide (requires access to CustomerSource or PartnerSource).
All regular users in a solution must be assigned the same plan, Essential or Premium, before that experience can be selected for the company. Accordingly, one user cannot access Premium features if one or more other users can only access Essential features. This is not the case for non-regular users of type Team Member, Internal Admin, External Accountant, and Delegated Admin, who can each be assigned a different plan than other users in the solution.
Enabling Premium Features after Upgrading a Plan
Users are assigned to plans in Office 365 Admin Center in connection with the general work to create the Business Central users. For more information, see Add Users to Office 365 for business.
You can then define which specific functions and pages within the experience those users are allowed to access by assigning permission sets. For more information, see Managing Users and Permissions.
To update plan changes in users groups
When you have made a change to users plans in Office 365 Admin Center, such as assigned more users to the Premium plan, you must reflect the change in Business Central.
- Sign is as an administrator.
- Choose the icon, enter Users, and then choose the related link.
- On the Users page, choose the Refresh all User Groups action.
All new information about the users’ plans and their assigned user groups are now updated according to the plan changes.
To select the Premium experience
You can now proceed to select the new experience.
- Choose the icon, enter Company Information, and then choose the related link.
- On the Company Information page, on the User Experience FastTab, select Premium in the Experience field.
Help Assumes Premium Experience
All feature descriptions in user documentation for Business Central assume the Premium experience, meaning the descriptions cover the full scope of UI elements. A text note is inserted in high-level help topics for the Manufacturing and Service Managements feature areas stating that they require the Premium experience.
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