D365 Finance & Operations and Dynamics AX Forum

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Global Personalization

  • 1.  Global Personalization

    Posted May 16, 2019 02:33 PM
    Can global personalization's be done?  If so, how?



    Mark Yankovich
    Allegheny Bradford Corporation

  • 2.  RE: Global Personalization

    Posted May 17, 2019 03:08 PM
    Hello Mark,

    Refer to this document.  Essentially, you will create the personalization, export and then import to users or role.


    Katherine Linder
    PowerObjects, an HCL Company

  • 3.  RE: Global Personalization

    Posted May 20, 2019 02:08 AM
    Hi Katherine,

    Is that functionality also available in AX2012 (and not just 365?)
    I don't have access to AX2012 but I don't remember seeing that in AX2012

    Zvika Rimalt
    Functional Consultant
    Vancouver BC

  • 4.  RE: Global Personalization

    Posted May 21, 2019 07:37 AM

    Thank you for your response.  I read the 'document' link and noticed it was for D365, and did not find the same for AX2012.

    Mark Yankovich
    Allegheny Bradford Corporation

  • 5.  RE: Global Personalization

    Posted May 22, 2019 08:51 AM
    I also read the linked document for D365FO - Thanks Katherine!  Sounds very similar to what AX 2012 has for sharing personalizations where one person can make it available  and then others can individually "retrieve from user" from that person.   The D365FO new ability for system administrators to manage that on behalf of many people wouldn't be very useful to us since we only have a very few people allowed to have that level of access.

    Here is a blog post how to customize a button to share personalization across companies in AX, which might be what you meant by 'global' (our companies in AX are set up by country geographically.)  But it is custom code.


    Lynn Kinsman
    Senior Systems Analyst, Pricing, Rebates, Projects
    Kodak Alaris Inc.
    Rochester NY

  • 6.  RE: Global Personalization

    Posted May 21, 2019 08:31 AM
    FYI, for d365FO there is a known defect that is targeted for PU28 to fix global personalization.  If you create an advanced filter on a tile or list, it will probably fail to import the personalization.  Its a real limitation if you want to create a custom workspace for a team  - ugggh.

    chris south
    SixAxis/ SafeRack
    Andrews SC

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