There are a couple of reasons: Firstly, Christmas is summer-time in New Zealand, and I’ve been taking some (well quite a lot actually) vacation time but also I always wanted this blog to reflect my actual day-to-day Dynamics AX practice, not just theoretical stuff. Hi, I’m back! You’ve may have noticed that it’s been a while since I’ve posted. Pretty self-explanatory, and, as in earlier versions of AX, you can clear form personalisations by deleting them from the user’s usage data. There’s no need to save a form personalization – that’s done automatically but there are three ‘Mange options’: Select the field Select the field and click ‘Insert’, and I get:Īnd of course, now I can select the Move tool and move the field if I need to. You can search in the columns on the ‘Add a field’ form – I want Vendor reference, so: When you click into an area, just wait – a pop-up appears with all the fields that can be added: As before, click on the Add (+) button and then select the form area I want to customise: First I open the form, and select ‘Personalise this form’. I’m going to personalise the Purchase order fast tab on the Purchase order lines form.
If you select the field’s name and start to drag it, you should see it high-lighted as a yellow box, just drag that box between two other columns:Ĭlick Close on the Personalization tab when you’re done.Īdding fields is similar to moving fields, it’s another two-step process from the personalisation tool bar. Now I can select a field, and drag it to its new position. Notice how the area I’m working in has been high-lighted. Each field is related to a form area, for instance the list grid, and can only be moved within that area, so this this case I first select the move tool (as above) and click on the list grid: Now, it’s a two-step process, firstly we have to select the form area that we are customising. Unfortunately, there aren’t any clues as to what the various tools are, and some of the tools are two-stage.įirstly, let’s locate the ‘Move’ tool and select it: (You can also search for form actions – that’s my next post).Ĭlick on ‘Personalize this form’ and you’ll see this tool-bar pop-up: If the form isn’t wide enough to display all the tab headings, you’ll see three dots in the header:Ĭlick on the three dots (ellipsis) and you’ll see all of the missing tab headings: There’s a shortcut on each form’s Personalize pop-up (shown above) or you can use the Personalize this form option, which is found on each form’s Options tab.Ĭan’t see ‘Options’? Well here’s a tip. Re-ordering columns is a bit more complex in D365O than it was in AX 2009 or 2012.įirst we have to open the Form personalisation tool-bar. Just hover over the boundary between two column headings and drag to the required size.
Re-sizing list grid columns is as simple in Dynamics 365 for Operations as it was in AX 2009 or AX 2012. You’ll see the other way to do this in a few paragraphs, and it’s last ‘Personalize this form’ option, which is a short-cut to all the other Personalization options. It gives a pop-up with options to rename, hide, lock or skip the field: First, we can right-click on the column heading and we have a ‘Personalisation’ option: On the purchase order line there’s a Discount amount and a Discount percentage. So let’s do those tasks in Dynamics 360 for Operations.įirst hiding a column. But typically I only use it for a few simple tasks: hiding columns in list grids re-ordering / re-sizing list grid columns and occasionally adding fields to forms. If you’re new to D365O and haven’t used Dynamics AX 20 you’re probably wondering what I’m banging on about, but believe me, to us AX ‘old-timers’ that’s, like wow (as a young person would say – I think).įorm personalisation is very powerful, more information is here. Alright, I know that that’s two short-cuts, and these aren’t Dynamics 365 for Operations short-cuts at all, they are your browser’s short-cuts, but they are incredibly useful for zooming in and out of your D365O forms. So last week I covered most of the shortcuts that I typically use, but I left off one topic, and that is form personalisation.īut before I do that, let me just mention one more useful short-cut. After a brief introduction to Dynamics 365 for Operations I spent a few months wandering around AX 2009 and AX 2012 which meant that I struggled a bit when I found myself back in D365O. This post is a follow-on from last week’s.