Friday, February 26, 2016

Configure your personal Microsoft Dynamics AX

In this post, I will show how to configure your personal Microsoft Dynamics AX system through personalization.

Following screenshot shows the default dashboard:

To do the personalization, Right click on any control, you will get details like form name and control name and option to personalize the control.

Click on the Personalize : control name.

As you can see in the above snapshot,
You can do following:
Change the Label of the control
Hide the control 
Skip in Tab key Sequence.

On bottom there is link for personalize this form. If you click on it, you will get the form personalization toolbar as follow:

  • Select tool: Selects an element to change its properties.
  • Move tool: Move an element to the new location. you can either use arrow keys to move an element or mouse to drag drop an element.
  • Hide/Show tool: Selects an element to toggle the visibility to yes/no. Click on this tool then on an element. After that for each click it toggles the visibility of the element.
  • Summary tool: This is applicable for the elements in Details forms. Selects an element to toggle the visibility in FastTab summary

  • Skip tool: Select an element to toggle whether they are skipped when tabbing
  • Edit tool: Select an element to toggle whether to prevent the editing of them. This is added to disable accidental editing of any field in Edit mode. You cannot edit such elements.
  • Add tool: Add the data field to show on the page. When you click on it and selects the element, Flyout comes from the right to choose the data fields from the form datasource tables.
  • Manage menu: It has 3 options, Clear: to clear the personalization, Import: to Import the XML file of the personalization, Export: to export the personalization XML file.
This personalization file looks like below

There is also an option of "pin to dashboard" on tiles in workspaces. With this option you can see the most important info on the default workspace screen itself and do not have to navigate.

Now we can configure new tiles/list in the workspace as per the requirements.
If you add tile it looks like below:

If you add Simple list it looks like below:

If you add Tabular list, it look like below:

Apart from this, there are user options for preferences

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