Share a Personalization in Microsoft Dynamics AX

by | Updated September 21, 2016 | Dynamics AX, User Tips and Tricks

If you have ever seen someone’s personalized form in AX and it looks a lot more usable than the standard form, there is an easy way to get that personalization. The first step is to ask that user to save their personalization. To do this, they just have to take the following simple steps:

  • Go to the personalized form
  • Right click and select Personalize

Personalize

  • In the Personalization dialog, click the Save button and give the personalization a name

Personalization

Now the personalization is available for you to apply. All you have to do is retrieve the saved personalization using the following steps:

  • Go to the form
  • Right click and select Personalize

Personalize

  • In the Personalization dialog, select the Retrieve from user button

User Button

  • Double click the username for the user that saved the personalization. This opens a list of the configurations that the user has saved for this form

Adele G_Form

  • Double click the configuration that you want to apply to your form. This applies the personalization and now all you have to do is close the Personalization dialog and reopen the form

With these quick and easy steps, you can easily share time-saving personalizations across your organization.

Related Posts

  • Since the release of Microsoft Dynamics 365, there have been a lot of rumors around when Microsoft support for Dynamics AX 2009 and Dynamics AX 2012 will end. Microsoft Dynamics AX support…

  • Over on the AX Support site on MSDN, Daniel Durrer has taken the time to keep tabs on the latest builds for Microsoft Dynamics AX 4.0, 2009 and 2012.  I…

  • It feels a little weird to call the new version of AX "Microsoft Dynamics AX" but that's going to be the name of the product going forward. The plan for future…

0 Comments

Submit a Comment

Your email address will not be published.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

Upcoming Events

october

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

13oct12:00 pm12:30 pmWave 2 Release – What’s Coming for Dynamics 365 Sales and Customer Service

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

november

04nov11:00 am12:00 pmConfab LIVE with Stoneridge - Challenging the Development Paradigm

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