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Personalization with Microsoft Dynamics AX: Five Ways to Streamline Your User Interface

July 7th, 2015 Brianne Schaer No comments

We personalize everything: from screensavers to ringtones to the apps in our cell phones. So why not make sure that each user’s workspace within Microsoft Dynamics AX is personalized too?

Microsoft Dynamics AX’s standard display can only take you so far. If you haven’t added some homey touches to make your workspace your own, then it’s time for some housekeeping. By personalizing form views in Microsoft Dynamics AX, end users can expect to speed data entry by minimizing keystrokes to enter required data. Since the entire form will be tailored specifically for each person, they can move with ease between fields because everything is familiar to them and right where they want it.

Easy to read Purchase Order List

This is an easy-to-read purchase order list. The grid is organized to show key data upfront, and in the order of importance. Column names are proportionate to the width of the information therein to maximize space. Other data can still be accessed from the fast tabs in the line details section.

Purchase Order List of Microsoft Dynamics Axs Standard Setup.

This is how a purchase order list can look with Microsoft Dynamics AX’s standard setup. Notice the wasted real estate in the grid due to long column names and unused cells. There is also key data that is hidden in the fast tabs that should be displayed at a glance, in the grid. Additionally, the column order is random and makes finding key data time consuming.

It is not difficult to personalize form views. The following five personalization tricks can transform your form view to the setup of your dreams

  1. Hide and Unhide Fields
  2. Add Fields
  3. Reorganize Column Fields
  4. Rename a Field
  5. Save and Retrieve Different Versions of the Form

1. Hide and Unhide Fields

Hiding Fields.

Right-click on the field you want to hide. Make sure you click on the grid, and not on the column header. Click hide.

Oh no—you now realize you hid the wrong field. Don’t worry, it’s easy to unhide fields.

Unhide Fields.

Simply right-click on any field (again in the grid, not the header) and hover over show. Then select the field you would like to see back on your grid.

2. Add Fields

Reorganize Column Fields: Personalization Form.

Right-click on any field in the grid and click personalize. This will open the personalization form, which reflects the form components in a tree view.

Adding Fields: Click Add Fields Button.

Click the add fields button.

Adding Fields: Select Field to Appear on Grid.

Expand the purchase order lines section, and select the field you would like to appear on the grid. The fields are in alphabetical order. Click add.

Adding Fields: Tree View

Added fields appear in the tree view, with a green plus sign to the left to distinguish them from the standard fields. Note that after you close the personalization form, you must also close and reopen the purchase order form before personalization changes take effect.

3. Reorganize Column Fields

Adding Fields: Click Personalize.

Right-click on the field in the grid that you would like to move and click personalize. This will open the personalization form, which reflects the form components in a tree view.

Reorganize Column Fields: Drag and Drop Fields.

Make sure that the correct field is selected, and click the up button until it appears where you would like it to be in the grid. Note: you can also drag and drop fields to where you would like them. Also note that after you close the personalization form, you must also close and reopen the purchase order form before personalization changes take effect.

Reorganize Column Fields: Line Number Field.

The line number field is now the first field in the grid.

4. Rename a Field

Rename Field: Open Personalization Form

Right-click on the field in the grid that you would like to rename and click personalize. This will open the personalization form, which reflects the form components in a tree view.

Rename Field Type: Name in the Label Section Field.

Type the preferred name in the label section of the field you would like to rename. Click outside of the text box, in the personalization window. Note that after you close the personalization form, you must also close and reopen the purchase order form before personalization changes take effect.

Save and Retrieve with Other Team Members.

In the personalization form, click save to make your new setup available to other members on your team. Name the setup in the popup window and click OK. Note that you will not be able to view this saved setup on your account, since it automatically saves to your user.

Save and Retrieve: Click Retrieve from User Button.

In the personalization form, click the retrieve from user button to access another user’s saved setup. Double-click on the users name in the popup window.

Save and Retrieve: Double Click Name Organization.

Double click on the name of the configuration you would like to use. Note that after you close the personalization form, you must also close and reopen the purchase order form before personalization changes take effect.

This is just a snapshot of all of the ways you can personalize your user interface within Microsoft Dynamics AX to best suit your individual needs. For more information on Microsoft Dynamics AX, please email dynamics@ignify.com.

Brianne Schaer is a Product Marketing Specialist at Ignify. Ignify is Worldwide Microsoft Partner in 2015, 2014, 2013, 2012, 2011, and 2010, and offers eCommerce, ERP, CRM, Order Management and POS solutions based on the Microsoft Dynamics line of products. Ignify has been included as the fastest growing businesses in North America for seven years in a row by Inc. Magazine and Deloitte in the FAST 500 from 2008 to 2013.