How to push Personalization to users in Dynamics 365?

This function is very powerful in Dynamics 365 , you can export Personalization from user and import to anther (user /all users ..)

How to export Personalization form a specific  user ?

Go to system administration/setup /Personalization


go to mange per user tab and select Personalization user 


you can control Personalization as you see you have two options (Personalization  allowed , explicit Personalization allowed) per page 

also , you can select specific pages Personalization based on your demand 
NOTES
if you select multiple pages you cannot export (export available per page only)

you can clear a specific Personalization  page or all Personalization for this user

Click Export 

How to apply Personalization ?

Go to apply tab 

you can select all users ,selected users or user role to apply 



you have two option for applying Personalization  

1-select from existing Personalization  


you can replace existing or add  as you need 

2-import Personalization from file


browse your file and click OK

you can replace existing or add  as you need 

Note::security permission applied for users on pages import.

How  to clear Personalization page ?

click clear tab , select Personalization page and select user/users  that you need to clear

you can filter by users role or all user that made Personalization on this page


select page and users then click clear


How  to enable /disable and delete all Personalization ?

you can enable and disable or delete Personalization from setting tab


Take care from delete because if you delete all Personalization no way to restore it again , you need to import it from external file if you have it.

Thanks

if you have any inquiry don't hesitate to contact me (mahmoud.abdelhakim88@gmail.com).



Comments

  1. Mahmoud, we are currently just implementing D365 F&O and we are being told that rather than use the personalization steps you show above that we should be hiring them (our implementation team) to do custom design because they are saying when you take an upgrade or patch, that the forms will go back to the original forms and that on the added custom fields that you add, the data will disappear. Is that correct? Is the personalization 'reset'?

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