September 2017
Beginner to intermediate
562 pages
13h 46m
English
book
Implementing Microsoft Dynamics 365 for Finance and Operations
by Rahul Mohta, Yogesh Kasat, JJ Yadav
Content preview from Implementing Microsoft Dynamics 365 for Finance and Operations
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Personalization
Customization is often requested by business users to simply hide, move, or rename fields displayed on the forms. These types of customizations can be avoided with a powerful personalization feature.
With personalization, a user can change how certain UI elements are displayed in his/her version of Finance and Operations to best serve his/her needs. It is possible to personalize a page and share it with other users by simply exporting the personalized page and asking the other users to navigate to the personalized page and import the personalization file that you've created. If a user has admin privileges, they can also manage personalizations for other users. While the user can make the screens morph the way it suits them ...