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D365FO New Features - Save View

  • 1.  D365FO New Features - Save View

    GOLD CONTRIBUTOR
    Posted 27 days ago
    Hello all,

    In D365FO, there is a new the new Feature "Save View".

    Does someone knows if we can setup the "Standard view" as Default for all FORMS and for all user?

    Thanks


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    Richard Malouin CPA, CGA
    Senior analyst
    PSP Investments
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  • 2.  RE: D365FO New Features - Save View

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Richard:

    I believe the Standard view is Default view for all users out of the box.  Only if they save a view can they then pin it as the default.  Are you trying to prevent them from personalizing their screens/forms?   You can turn off a users ability to personalize, but that affects more than just saving views.  There is a restricted access to personalization, but I don't what that does so you could look into that.  Also, you can create published views that can be assigned to users or roles, though an individual user can still create their own views and set them as defaults.

    Dan


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    Dan Murphy
    Special Projects
    Flexaust
    San Diego CA
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