March 2020
Intermediate to advanced
528 pages
13h 18m
English
book
Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition
by JJ Yadav, Sandeep Shukla, Rahul Mohta, Yogesh Kasat
Content preview from Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition
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Personalization
Customization is often requested by business users to simply add, hide, move, or rename fields displayed on the forms. To handle such requirements, Microsoft D365FO comes with a powerful personalization feature.
With personalization, a user can change how certain UI elements are displayed in their version of Finance and Operations to best serve their needs. The following are key highlights of the personalization feature:
- Users can add, hide, move, or rename fields on the form.
- It is possible to personalize a page and share it with other users by directly exporting the personalized page and asking the other users to navigate to the customized page and import the personalization file that you've created.
- If a user has admin ...