By opening the Customize Ribbon window from any page that has a ribbon, you can customize the ribbon to optimize it for your work processes and preferences. For example, if you frequently use the Dimensions window, you can add the Dimensions action to the Process actions group. You can also remove actions that you never use for better overview.

Customize ribbon dialog for selecting actions
Note
Depending on the setting in the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool, only actions that you have permissions for will appear in the Customize Ribbon window. For more information, see How to: Specify When UI Elements Are Removed.

You can make multiple customizations of the same page based on different access points to the page. For example, you can customize that the ribbon in the Sales Orders window looks different when the window is opened from the Customer Card window than when it is opened from your Role Center. The point from which you access the page to be customized is recorded in that specific page customization. Accordingly, there may be multiple customization records for the same page under your logon, as you can see in the Delete User Personalization window.

You can perform the following tasks to customize ribbons on pages:

Important
Be aware of the following limitations when you customize the ribbon.

  • System tabs or groups such as Home or New cannot be moved or renamed. The position of some groups, such as New Document is fixed.
  • Actions or groups that have dynamic visibility cannot be added or removed.
  • If you see unexpected behavior with groups and actions after having customized the ribbon, do the following:
    1. Empty, but do not delete, the group where the problem occurs.
    2. Close the dialog using the OK button.
    3. Open the dialog again and re-add the actions to the group.

Caution
Any customization that alters the ribbon could affect the guidance provided in the Microsoft Dynamics NAV Help, because navigation steps in Help may refer to a different ribbon layout.

The following procedures describe how to perform typical customization of ribbons by working with groups, but the same steps apply to working with tabs.

To start customizing a ribbon

  • On a page with a ribbon, on the Application menu Application Menu button in menu bar, choose Customize, and then choose Customize Ribbon.

To filter for actions

  • In the Available actions field, type to filter for the action type that you want to add. The list of available actions is filtered as you type.

To add a new group

  1. On the right side of the window, choose the Create Group button.

  2. Enter the name of the new group.

To rename an existing group

  1. Select a group to rename, and on the right side of the window, choose the Rename button.

  2. Enter a new name for the group.

To remove an existing group

  • Select a group to remove, and on the right side of the window, choose the Remove button.

To add an action to a group

  1. Select a group to move the action into.

  2. Locate the action under Available actions, and choose the Add button.

    Note
    In some cases, an action can be a promoted action if the PromotedIsBig property is set to Yes in the Microsoft Dynamics NAV Development Environment. If an action has this setting, this takes precedence over your choices in the Customize Ribbon window. For more information, see How to: Promote Actions to the Ribbon on Pages.

To create a menu of actions

  1. On the right side of the window, choose the Create Menu button.

    Note
    You can only create menus inside groups, not inside tabs.

  2. Enter the name of the new menu.

  3. Move actions from Available actions into the new menu.

Caution
You can nest a menu within another menu, but this is not recommended.

To change the order of actions

  • Select the action to move, and then choose the Move up or Move down button several times to move the action to the desired position in the hierarchy.

To restore default settings

  • In the Customize window, choose Restore Defaults, and then choose the OK button.

    Note
    All customization of ribbons that you have ever made for this page under your current user logon or since you last used the Restore Defaults button are canceled. The layout of the ribbon on the page is reset to the default configuration for your profile. For more information, see How to: Cancel UI Personalization.

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See Also