D365 F&O: Saved views (Feature management)



Hello Folks,

Here I’m with a new feature in D365 FinOps – Feature Management: Saved Views
What’s Saved Views... ??

Extensions of the form personalization capabilities

I’m sure most of us do the personalization on the pages – like on the forms or grids and you will be able to Hide, Add, or Move fields on a form.








But have your thought if you can save that personalization in AX or If you can create a multiple personalization for a single form and then toggle whenever as per client need??

Well, with the help of saved views feature, you could easily achieve this...  

Now, to enable this feature – navigate to SysAdmin >> Feature management and you can search Saved views and hit Enable. – that’s ALL

Now when you go back to your forms – Sales order, Customer, Vendors or All Projects – you would be able to view the new feature embed. There you go – Screenshot shows how views can be stored and then be published.




The best part of the saved views is – it can also be published and shared with the user and role level as shown in the screenshot.  

4 comments:

  1. Is there a way to navigate to a specific saved view?

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