Thursday, February 27, 2020

Create Saved views and share with the users in Microsoft Dynamics 365 F&SCM

Within Platform Update 33 (PU33) new Saved views feature has been added. In order to activate this feature, navigate to the Feature management workspace, find Saved views feature on the list of System administration module and click Enable now button. Once you activate it, you can configure personalized view of the form.
This feature allows users to have multiple named sets of personalizations per page. Views can also be published to security roles.
For more details, visit this page - https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-finance-operations/saved-views
To create a new view of the form, navigate to any form that you would like to personalize.
Under the name of the form, you will notice "My view" option. Click arrow down and select Save as. This will trigger new view creation.
Provide a new name for the view.
After that, using Personalize this page button on the Options tab, make any changes that you would like (Add fields, hide fields, move fields etc)
Once you are done with personalization, you will need to save it. You will notice that it's unsaved view through asterisk. Click Save option and modified view will be saved.

If you need to share created view, you can click three dots icon and select Publish option.

In the opened form, you will have to specify the security role with whom you would like to share the view.
In a nutshell, this feature allows you to  create optimized views of a form that might speed up the process, simplify the user experience, and improve user productivity.

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