There are two conditions that prevent you from personalizing a page. Either the page is locked (as indicated by ) or it is blocked (as indicated by ).
If there is a icon in the Personalizing banner when you open a page (as shown), this means that you are currently prevented from making any more personalization changes to the page.
There can be two reasons for this:
You have personalized the page before, but it was done using an earlier version of the product. We changed the way personalization works behind the scenes since the last time that you personalized the page. Unfortunately, the old way and new way of doing things do not work together.
Until now, you have only used the Dynamics NAV Client connected to Business Central to personalize the page.
If you want to unlock a page and continue personalizing it, choose , and then Unlock.
Before you unlock the page, be aware of the following:
The current personalization of the page will be cleared. The page will go back to its original layout, and you will have to start from scratch.
In the Dynamics NAV Client connected to Business Central, the page will remain as-is and will not be affected by the new personalization changes made in the Business Central client. Going forward, the personalization in the Dynamics NAV Client connected to Business Central and Business Central client will be completely separate from each other.
If there is a icon in the Personalizing banner, this means that you are blocked from doing any personalization to the page.
The reason for this is that the Role Center or profile that is currently associated with your user account modifies this page specifically for your role. Please contact your administrator for assistance or, if it makes sense, try switching to a Role Center (from My Settings) that does include role-tailoring for this page.
Personalizing Your Workspace
Managing Personalization
Changing Basic Settings
Changing Which Features are Displayed
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