How to Personalize Forms in Dynamics 365 for Finance and Operations

by | Updated December 10, 2018 | Dynamics 365 for Finance and Operations

The ability to personalize your system by user and role is a powerful feature. This blog will illustrate how to personalize forms in Dynamics 365 for Finance and Operations. These instructions are shown within the Check Register list page and in this example, we will be adding the Recipient name (vendor name) to the Overview tab.

Steps to personalize forms in D365 for Finance and Operations:

  • Once you are in the form, right-click anywhere in the form and select Personalize > Personalize this form.

Personalize Forms

  • A form showing personalizations will then appear.

Personalize Forms

  • There are 9 options to choose from (in order from left to right)
    • Select an element and change its properties
    • Select an element (field, column) and drag it to a new location
    • Hide fields or make visible
    • Select fields to show in a collapse header
    • Select fields to be skipped when tabbing
    • Select the fields to lock to prevent changes
    • Insert new fields
    • Manage contents on the screen
    • Close the form
  • In this example, we will add the Recipient name next to the Recipient number. Choose the Insert > Field option and then select the column where this new field is to be added. In this case, I select Recipient.

Personalize Forms

  • In the Insert fields form, location Recipient name and then click next to it.

Personalize Forms

  • Clock Insert
  • The field will now be at the end of the list page so you will want to drag it to where it belongs. To do this, select the icon below and then a field containing the value within the column. The easiest way to move this is to click Tab to move which will be indicated by an orange bar between the current columns. Once you get it to the correct location, select Enter or Space to save the change.

  • If you need to remove all personalization’s at any point, you can personalize the form and select Manage > Clear.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published.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

Upcoming Events

may

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmConfab with Stoneridge - New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

19mayAll Day20Manufacturing and Microsoft Technology Conference

19may9:00 am10:00 amWhat is Your Global Manufacturing Strategy? Is It Time to Reshore?

19may10:30 am11:30 amFour Keys to Choosing the Best ERP or CRM Solution

19may10:30 am11:30 amGetting and Keeping Customers in 2021 and Beyond

19may10:30 am11:30 amMastering the Production Floor

19may12:00 pm1:00 pmImagining the Possibilities with Dynamics 365 for Manufacturing

19may12:00 pm1:00 pmBeyond Reporting - What BI Can Do For Your Manufacturing Operation

19may1:30 pm2:30 pmSmart Field Service for Manufacturers and Distributors

19may1:30 pm2:30 pmV is for Victory - The Elements of a Successful MRP Implementation Rollout

19may3:00 pm4:00 pmLot Management Strategies and Best Practices

19may3:00 pm4:00 pmSelling Through a Complex Channel - Distributor Management

20may10:00 am11:00 amManufacturing Technology in 2021 - The Impact of Digital Transformation

20may12:00 pm1:00 pmThe Power of a Connected Shipping Solution

20may12:00 pm1:00 pmEmployee Experience with Company ERP Implementations and Recommendations to Increase Employee Satisfaction

20may1:30 pm2:30 pmReporting and Business Intelligence Strategies for Today's CFO

20may1:30 pm2:30 pmSelecting and Implementing ERP: Don’t Leave it to Chance

20may3:00 pm4:00 pmCybersecurity Tips for Manufacturers – How to Protect Yourself From Ransomware & Other Vulnerabilities

20may3:00 pm4:00 pmEnsuring Quality for Batch Manufacturers

20may3:00 pm4:00 pmGuaranteeing ERP Project Success with an Enterprise Process Review

26may10:00 am10:30 amFinancial Implications of Moving from Dynamics GP to Dynamics 365: Services

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

june

01jun8:00 am02(jun 2)11:00 amPower BI for Dynamics 365 - Online Workshop

02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

09jun10:00 am10:30 amThe Modern Manufacturer - Machine Maintenance Work Orders

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

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