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Personalisation

Overview

Microsoft Dynamics 365 Finance and Supply Chain Management allows full personalisation of screens to tailor the user interface to your specific needs and preferences. Personalisation also allows users to customise their workspace, making it more efficient and user-friendly. There are several levels of personalisation, ranging from hiding non-required standard fields, and re-sequencing for optimising tabular processing to adding new custom fields as required.

Personalisation Options
Example screen of access to personalisation within Dynamics 365
  1. Customise Fields: Customise fields can hide unnecessary fields, make fields required or optional, or even rearrange the order of fields to better suit your workflow.
  2. Add or Remove Columns: If you’re working with a list or grid view, you can personalise the columns displayed. You can add new columns, remove existing ones, or rearrange their order. This allows you to focus on the information that’s most relevant to you. Again, simply click on the column header to access the customisation options.
Example view to add new fields

3. Change Form Layout: In some cases, you may want to adjust the layout of the form itself. You can resize or move sections of the form to better organise the information. This can be particularly useful for forms with multiple tabs or sections.

4. Reset to Default: If you ever want to revert back to the default settings, you can easily do so by clicking on the settings icon and selecting “Reset to default.” This will undo any personalizations you’ve made and restore the screen to its original state.

System-wide Options

System-wide settings are available for all users, including users who haven’t been given any access to personalisation. The User options page has four tabs that contain various user settings:

  • Visual – Select a colour theme and the default size of elements on pages.
  • Preferences – Select default values that are used every time that you open the system. These values include the default company, the initial page, and the default view/edit mode. (The view/edit mode determines whether a page is locked for viewing or opened for editing every time that you open it.) This tab also includes options for the language, the time zone, and date, time, and number formats. Finally, this tab includes several miscellaneous preferences that vary from release to release.
  • Account – View or adjust your user name and other account-related options.
  • Workflow – Select workflow-related options.

In addition to changing the user settings, useage data can also be viewed and deleted. The Personalisation tab, allows management of the personal changes that you’ve made to pages in the system. On this tab, you can also reset feature callouts (that is, the pop-up windows that introduce new system features).

If the Saved views feature is turned on, you can view and manage your personalisations by selecting Personalisation on Action Pane on the User options page.

Restricted Personalisation Access

At the restricted personalization access level, user actions that are associated with typical page usage are automatically saved by the app and restored the next time that you visit the page. No explicit save action is required.

Here is a list of the actions that fall under typical page usage and are covered by restricted personalization access:

  • Grid column widths – You can adjust the width of a column in a grid by selecting the sizing bar to the left or right of the column header, and then sliding it left or right until the column is the desired width. The app stores the width that you set for a column. Then, the next time that you open that page, the column will be resized to that width.
  • Grid footer and column totals – (Available only when the new grid control is turned on) You can decide whether a total should be shown at the bottom of any numeric column in a grid, and whether the grid footer should be visible. The app stores these preferences and applies them the next time that you open the page. For more information, see Grid capabilities.
  • FastTabs – Some pages have expandable sections that are known as FastTabs. The app stores information about the FastTabs that you’ve expanded or collapsed. The next time that you open the page, the same FastTabs will be either expanded or collapsed, based on your last interaction with the page. In some cases, you can help improve system performance by collapsing a FastTab, because the app doesn’t have to retrieve the information for FastTabs until they are expanded. As is explained later in this article, you can also change the order of the FastTabs on a page.
  • FactBoxes – Some pages have a Related information pane that shows read-only information that is related to the current subject of the page. Each section in the Related information pane is known as a FactBox. You can expand or collapse the Related information pane, and you can also expand or collapse individual FactBoxes. The app stores these preferences. The next time that you open the page, the Related information pane and the individual FactBoxes will be either expanded or collapsed, based on your last interaction with the page. In some cases, you can help improve system performance by collapsing the Related information Pane or a FactBox, because the app doesn’t have to retrieve the information for FactBoxes until they are expanded.
  • Action Panes – An Action Pane appears near the top of most pages. The Action Pane contains buttons for many of the actions that you can perform on the current page. These buttons are often organized on tabs. You can pin the whole Action Pane open, or you can have it collapsed by default. The next time that you open the page, the Action Pane will be either open or collapsed, based on your last interaction with the page. If you pinned the Action Pane open, the last tab that you were using will be shown.
  • QuickFilters – A QuickFilter appears above many grids. The QuickFilter lets you filter the grid based on a single column that you select. The app stores the column that you filtered on. Then, the next time that you open that page, the grid will use that same column for filtering by default. However, you can still select a different column to filter the grid on.
  • Column header filters – When you filter a grid by using column header filters, you can change the filter operator as you require to find the data that you want. For example, you can change the operator from begins with to is exactly. Every time that you use a column header filter and change the filter operator, the app stores the change. Then, the next time that you filter on that column, the filter operator will be restored.
  • Navigation pane – You can open the navigation pane by selecting the Expand the navigation pane button in the upper left of any page. (This button is sometimes referred to as the Menu buttonhamburgerhamburger menu, or hamburger button.) You can pin the navigation pane open, or you can have it collapsed by default. After you pin the navigation pane open, the app will keep it open until you collapse it.
Full Personalisation Access

At the full personalisation access level, users have access to all the personalisation capabilities that the app provides. Because different people and companies have different needs when they interact with the app, especially in terms of utilised fields, personalisation provides tools that let users and organisations tailor the way that information is ordered and interacted with in the app. These capabilities are key to providing simplified, optimised experiences in the app that are tailored to you and your organisation.

If the Saved views feature is turned on, an explicit save is required to persist these changes to the user experience for a specific view. When the Saved views feature is turned off, these changes are automatically saved.

The following sections cover the extent of personalization capabilities that are available to users at the full personalization access level. Here are some of these capabilities:

  • Shortcut menu options
  • The Personalisation toolbar
  • Adding tiles, lists, and links to workspaces
  • Adding a summary from a workspace to a dashboard
  • Personalising the dashboard
Shortcut Menu Options

Shortcut menus provide one way to change a page’s interface so that it better meets your requirements or the requirements of your organization. (A shortcut menu is also known as a right-click menu or a context menu.)

Some of the most typical and important changes that can be made to a page are available directly as options on a shortcut menu. For example, if you want to add or hide columns in a grid, just right-click a column header, and then select Insert columns or Hide this column.

Additionally, the most basic types of personalizations are available by right-clicking an element and then selecting Personalise. (Note that not all elements on your page can be personalized.) When you use this personalization method, the element’s property window appears.

This window is used to personalise an element in the following ways:

  • Change the element’s label.
  • Hide the element so that it isn’t shown on the page. The data in the field isn’t deleted or modified. The information just isn’t shown on the page any longer.
  • Include the information in the FastTab’s summary section (if the element is on a FastTab).
  • Skip the field so that it never receives focus when you tab through the page.
  • Prevent data in the field from being edited (for any record).
  • Designate a field to be required for data entry. If no value has been entered in this field, it will appear with a red border and an asterisk to indicate this state. This option is only available starting in version 10.0.11 when the Saved views and Designate fields as required using personalisation features are turned on.

The property window might include other personalization capabilities, depending on the element. For example, the property window for a tile might let you promote that tile to a dashboard, and property windows for elements on the default dashboard might let you create a new custom workspace.

Workspace Management

Workspace management allows adding and editing of information for workspace tiles that appear on the home page.

Lists of data, filtered to specific requirements, can be added to a workspace. For example, in the customer list, filtering by USD currency, can be saved and added to a specific workspace.

New workspaces can also be added and work items, data lists of PowerBI graphs can be added to the workspace.

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