Dynamics AX Tip: How to control Personalization options for specific users in the New Dynamics AX
Personalization options for specific users in the New Dynamics AX is a powerful tool to showcase your date. Today we go over how to make the most of it.
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The Personalization options has been a very widely used feature, which is powerful and has always allowed users to personalize various screens based on what they would like the screens to look like. You can learn more on the Personalization options in the New Dynamics AX on my earlier post.
While this is a great feature to allow every users to be able to personalize screens, it is sometimes required to disable this option or even give some users explicit personalization options for certain users, based on what type of users of the system they are.
For example, let us say you are configuring a vendor(External) user in your Dynamics AX environment, to provide them access to the Vendor portal, but you obviously do not want to them to be able to personalize screens to add any data fields which you do not want them to see.
The vendor user is setup as shown below, with Vendor (External) security role.
In the new Dynamics AX, you can control user specific personalization options under System Administration > Setup > Personalization. All you have to do is, select the specific user ID and UNMARK the Personalization allowed checkbox.
With this, when the vendor user logs into the Vendor Portal, they will not see the Personalize this form option.
If the Personalization was allowed for this user, they would see this option as shown in screenshot below.
Sandeep Chaudhury is a Dynamics AX enthusiast with over 10 years of experience in functional consulting, Solutions architecture and systems integration, with expertise in the areas of Professional services automation(Project Management and accounting), Financials Management, Services Management, Sales and Marketing, Human resource management, Travel and Expenses Management and Procurement & Sourcing modules of Microsoft dynamics AX ERP. He has experience working with the new Dynamics AX (AX 7), AX 2012 R3, AX 2012 R2 and more.
With support from Velosio experts, Mike Hayes and the Westerlay team deployed Microsoft Dynamics 365 Business Central’s Finance & Accounting, Supply Chain Management, and Power Business Intelligence (Power BI)
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