One of the strengths of the Microsoft Dynamics AX or rather Microsoft Dynamics 365 for Finance and Operations (MSDyn365FO) ERP is the personalisation of…
One of the strengths of the Microsoft Dynamics AX or rather Microsoft Dynamics 365 for Finance and Operations (MSDyn365FO) ERP is the personalisation of forms. This lets users individualise the forms and adapt them to their needs. The most common adjustments include: hiding fields that are not needed, moving columns / fields, changing column sizes or even adding further fields from the data sources to the form. Up to version Microsoft Dynamics AX 2012 R3 , an experienced user can save their form settings, and a colleague can adopt them by right-clicking on “Personalise” and then “ Retrieve from user ”. This is where MSDyn365FO offers more convenience. Users can share their settings by exporting them to a file using the personalisation toolbar. Interested users open the relevant form and import this file. Alternatively, the user can even pass this file on to an administrator. The administrator then has the option of transferring the settings to several users – who may work in the same department. Under System administration > Setup > Personalization , the administrator finds several functions for managing personalisations. There they can allow/prevent personalisations per user and form, transfer users’ settings (merge or replace!) or – often important when problems arise – selectively delete their individualisations, which resets the forms to their original state . More on the topic of “personalisation”: https://docs.microsoft.com/de-de/dynamics365/unified-operations/fin-and-ops/get-started/persoanalize-user-experience