Don’t take offence! How to manage personalisations

Dynamics 365 ERP - Development

The article discusses the powerful feature of personalization in Dynamics 365 Finance and Operations (F&O) and its benefits in terms of process efficiencies and user adoption.
It explains the different types of personalization available in D365 F&O, including system-wide, restricted, and full personalizations.
The article highlights the importance of control in realizing the full potential of personalization, as too much autonomy can compromise a consistent user experience and create training and support blockers.
It provides user options for managing individual personalizations, such as exporting, copying, and deleting personalizations, as well as resetting feature callouts.
The article also explores administration options for centrally managing personalizations, including published views, unpublished views, and personal views.
It describes how user settings can be used to specify the level of personalization allowed at the user account or page level, and system settings for controlling user personalization capabilities and applying system-wide updates.
The article mentions the option to import views in order to apply personalized views to specific users or at a security role level across the organization.
It emphasizes the importance of leveraging personalization administration to drive consistency rather than enforce restrictions, with end users being the primary drivers for change and standardization in personalized views.

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