Personalize and design the Automate actions in the web client

Important

This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Users, automatically	Sep 1, 2022	Oct 1, 2022

Business value

Giving users freedom and flexibility in designing and adjusting their workspace is essential for productivity in the cloud.

Feature details

Actions added in the new Automate action group in the action bar now rely on personalization or designer, so that they can be moved, promoted, or hidden.

This applies to personalizing for a single user, customizing user profiles for user groups, or designing a global customization (page extension) for the whole company.

In addition, Power Automate-bound actions can be added to AL extensions (see the Development category for more).

This way, actions created by citizen developers using Power Automate flows are prioritized on the action bar, allowing for easy no-code integration, and the new AL "customAction" is handled by the platform.

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See also

Personalize Your Workspace (docs)