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Personalize Forms Dynamics 365 for Operations

Cindy Scott

Cindy Scott

The Microsoft Dynamics AX/D365 Support Team at Avantiico is focused on solving our client’s problems, from daily issues to large and more complex problems. Cindy is a true AX veteran and hold 20 years dedicated Senior Consulting experiences for Microsoft Dynamics AX Software.

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Personalize Forms in Dynamics 365 for Operations

After working with AX for many years and on many versions, I was surprised to find in D365 for Finance and Operations that the form personalization was not as intuitive as I thought it would be.

With lots of testing, I can now freely personalize forms as needed and am glad that I can now pass along the knowledge.

This article will help explain the new Dynamics 365 for Operations Personalization toolbar.  As with past AX versions, personalization remains specific to the user ID updating the personalization and does not apply to other users.

The ‘Personalize this form’ toolbar is launched from one of two places:*

  • From any form or list page: Options tab-> Personalize this form option (Figure 1)
  • By right clicking on a field in a form, selecting Personalize-> Personalize this form (Figure 2)

*I have noticed this option is not available when the form is in Edit mode.

Microsoft Dynamics 365 personalize forms
Figure 1: Options tab-> Personalize this form:
Microsoft Dynamics 365 personalize forms
Figure 2: Right click from a field in a form, then Personalize-> Personalize this form:

An experienced user will notice immediately that the new D365 personalization looks a bit different from prior versions.  See figures 3 and 4 below.

Microsoft Dynamics 365 personalize forms
Figure 3: AX2012 Personalization form:
Microsoft Dynamics 365 personalize forms
Figure 4: New D365 for operations ‘Personalize this form’ toolbar:

Below are the explanations of each action in the new ‘Personalize this form’ toolbar.  In writing this article I noticed some the changes for some personalization actions could be seen in the page/form immediately, while others could not be seen until I reloaded the form – usually by going back to the main menu and relaunching the page. Figure 5 below shows the function of each action followed by an explanation of each.

Microsoft Dynamics 365 personalize forms
Figure 5: Personalize this form actions:

Explanations and Examples

To Select An Element:

  1. Click on Select on the toolbar. 
  2. Click on the first field to personalize.  Notice the field will highlight.
  3. In the Personalize window that launches, personalize as desired (Change the label, Hide, Include in FastTab summary, Skip in Tab key sequence, etc).
  4. Click in additional fields and repeat personalization as desired.
  5.  Click on Close on the toolbar to save the changes.

Example:

personalize forms Microsoft Dynamics 365

To Move An Element:

  1. Click on Move on the toolbar. Notice the form appears shaded.

2. Click on the field to move.  Notice the field will highlight.

3. Click on the border of the highlighted field and start to drag.

(Notice the field border becomes dotted, then drag to the desired place to drop the field.  Notice a target line displays as Dynamics detects the best place to drop the field.  In my case in the screenshot below, the line is a bold orange color.)

4. Click on Close on the toolbar to save the changes.

Example:

Vendor management Microsoft Dynamics 365
Personalized form in Microsoft Dynamics 365 for Finance and Operation

To Hide An Element or Show A Hidden Element :

  1. Click on Hide on the toolbar

2. Click on the field(s) to hide.  Notice the field(s) will highlight.

3. Click on Close on the toolbar to save the changes.

When showing hidden fields:

1. Click on Hide on the toolbar.

2. The hidden fields will show and be highlighted.

3. Click on the field to remove the highlight.

4. Click on Close on the toolbar to save the changes.

Example:

Vendor management Microsoft Dynamics 365

To Summarize An Element in A Fast Tab:

Use the Summary action to show a numeric or string field in the Fast tab summary section.  Only fields in that fast tab can be shown.

1. Click on Summary on the toolbar. Notice the form appears shaded.

2. Click on the field(s) to summarize.  Notice the field(s) will highlight.

3. Click on Close on the toolbar to save the changes.

*Author’s note: In testing my changes for summarized fields, I noticed that I needed to close out of my form completely (and go back to the navigation pane), then reopen the form to see my changes.

Example:

This example will show how to add the Vendor ‘Our account number’ field to the Fast tab summary section.

Microsoft Dynamics 365 for finance and operation accounts payable

Before personalization, the vendor’s ‘Our account number’ field does not show in the Fast tab summary:

Microsoft Dynamics 365 for finance and operation accounts payable

After personalization, the ‘Our account number’ field is shown in on the Fast tab summary:

Microsoft Dynamics 365 for Finance and Operation vendor management

To Skip An Element:

The Skip action will skip over a specified field in the tab sequence when tabbing through the fields on the form.  Using this can facilitate data entry in some forms as the data entry person does not need to repeatedly tab through fields they do not need to edit.

  1. Click on Skip on the toolbar. Notice the form appears shaded.

 2. Click on the field(s) to skip.  Notice the field(s) will highlight.

 3. Click on Close on the toolbar to save the changes.

*Author’s note: In testing my changes for skipped fields, I noticed that I needed to close out of my form completely (and go back to the navigation pane), then reopen the form to see my changes.

Example:

Personalized form in Microsoft Dynamics 365 for Finance and Operation

To Edit An Element:

Use the Edit action to change an editable element to not editable or change back to editable.

1. Click on Edit on the toolbar. Notice the form appears shaded.

2. Click on the field(s) to make not editable.  Notice the field(s) will highlight.

3. Click on Close on the toolbar to save the changes.

*Author’s note: In testing my changes for skipped fields, I noticed that I needed to close out of my form completely (and go back to the navigation pane), then reopen the form to see my changes.

Example:

Personalized form in Microsoft Dynamics 365 for Finance and Operation

After reloading the form, you will see that the fields set to be not editable are now grayed out when the form is in edit mode:

Personalized form in Microsoft Dynamics 365 for Finance and Operation

To Add An Element:

Use the Add action to add a field to the form.

1. Place your cursor somewhere in the group within the form where you would like to add the field.

2. Click on Add on the toolbar. Notice the form appears shaded.

3. Click on a section of the form (for example on a grid or Fast Tab group) where you want the field to be added.

4. After clicking on the section of the page/form, a new form will launch to show the available fields to add.

5. Click on the desired field(s) to add to the group.

6. Click on the Insert button.

7. Click Close on the toolbar to save the changes.

Example:

To add the Terms of payment field to the AP invoice journal line, click on the invoice journal line then follow the above steps.  Your screen should look like this:

Personalized form in Microsoft Dynamics 365 for Finance and Operation

You will see the Terms of payment has been added to the journal line:

Personalized form in Microsoft Dynamics 365 for Finance and Operation

Options Under the Manage Icon:

1. Clear.  Use this to clear the current form of all of your personalization.

2. Import. The user will be prompted to browse for a saved file. This can be used so users can easily retrieve another user’s saved form personalizations.

3. Export. Save a personalization to a file for backup purposes or for a user to import another user’s personalizations.

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