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

By Andy Lawton-Thesing | May 21, 2019

How to clear usage data or personalizations in dynamics 365 finance and operations

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

Recommended Reading:

5.27.22 Dynamics GP

How to Run Drop Ship Sales in Dynamics GP

Need to Invoice the Customer before you get the invoice from the vendor? This The freight forwarder has contacted you […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Protecting G/L Accounts From Being Deleted

There are a lot of exciting New Features in Dynamics 365 Business Central 2022 Wave 1 Release to get excited […]

Read the Article
5.25.22 Financials

Rounding Numbers in Power Automate

  If you’ve ever tried to round numbers in Power Automate, you have probably already run into the issue there […]

Read the Article

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X