How to Clear Usage Data or Personalizations in Dynamics 365 Finance and Operations

by | Updated May 23, 2019 | Dynamics 365 for Finance and Operations, Dynamics AX

I recently was troubleshooting an error a user was reporting while navigating to the All vendors list page within Dynamics 365 Finance and Operations that I could not reproduce in any related environment or with any other user.

I made sure that her usage data was cleared as that is the typical “first place to look” type of scenario, and she had routinely cleared it herself out of habit when troubleshooting problems.  However, this did not prove to accomplish much and her problem remained.

For those that are unaware of Usage data — it is very common for users to tailor their experience by moving fields on forms, adding elements, defining selection criteria, creating queries for reports, etc.  All of these activities, selections, and changes are stored within the database as “usage data”.  Another term you may hear for usage data is personalization.  However sometimes, especially during active development, this data may get old and will interfere with normal user operations.  Therefore, a common “did you turn it off and back on again?” type of first-line response is to delete this usage data for the user and see if the problem went away.

Apparently, the concept of clearing usage data has been changed a bit from Dynamics AX 2012 to D365 FinOps.

In Dynamics AX 2012, you would navigate to System administration > Common > Users > Users.  Select the user account and then click the Options button.

As you can see from the screenshot, I’ve got some form personalization records.  When clicking the Reset button on the General tab, I expect all usage data and personalizations to be wiped:

But in D365 FinOPs, the Reset button now clears everything BUT personalizations:

To remove personalizations, you will now have to perform an additional step of clicking the Delete all personalizations button on the Personalization tab of the Usage data form.  This is a big difference for veteran Dynamics users who are used to how the Reset button behaved in prior versions.

You can also one-by-one delete form personalizations from here or by right-clicking on a form you want to reset, Personalize > … > Clear

Let us know if you have found any other discrepancies between processes in Dynamics AX and Dynamics 365 FinOps in the comments below.

Related Posts

1 Comment

  1. Gopal P

    Thanks a ton Andy.. You are awesome 🙂

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X